Experience

Liberty Life Insurance Public Company Ltd

• Insurance
• 200 - 300 Employee

• Financial Advisor

  • Aug 2011 - Present

  contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises; conducting in-depth reviews of clients' financial circumstances, current provision and future aims; analysing information and preparing plans best suited to individual clients' requirements; completing risk analyses; researching the marketplace and providing clients with information on new and existing products and services; designing financial strategies; assisting clients to make informed decisions; researching information from various sources, including providers of financial products; reviewing and responding to clients changing needs and financial circumstances; promoting and selling financial products to meet given or negotiated sales targets; negotiating with product suppliers for the best possible rates; liaising with head office and financial services providers; communicating with other professionals, such as estate agents, solicitors and valuers; keeping up to date with financial products and legislation; producing financial reports; contacting clients with news of new financial products or changes to legislation that may affect their savings and investments; meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products Show less



Liberty Group South Africa

• South Africa
• Insurance
• 700 & Above Employee

• Financial Advisor

  • Aug 2011 - Present

  contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises; conducting in-depth reviews of clients' financial circumstances, current provision and future aims; analysing information and preparing plans best suited to individual clients' requirements; completing risk analyses; researching the marketplace and providing clients with information on new and existing products and services; designing financial strategies; assisting clients to make informed decisions; researching information from various sources, including providers of financial products; reviewing and responding to clients changing needs and financial circumstances; promoting and selling financial products to meet given or negotiated sales targets; negotiating with product suppliers for the best possible rates; liaising with head office and financial services providers; communicating with other professionals, such as estate agents, solicitors and valuers; keeping up to date with financial products and legislation; producing financial reports; contacting clients with news of new financial products or changes to legislation that may affect their savings and investments; meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products. I conduct post retirement workshops for people left with less than 3 years before retirement . Show less


Liberty Life
• Media Production
• 1 - 100 Employee
• Financial Advisor

  • Aug 2011 - Present

Standard Bank Group
• South Africa
• Financial Services
• 700 & Above Employee
• Consultant

  • Jan 2003 - Aug 2011