Bio
Credentials
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Certified Financial Planner
Financial Planning Institute of Southern AfricaMay, 2001- Apr, 2026
Experience
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Shackleton Life
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Durban
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Managing Director and Co Founder
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Nov 2013 - Present
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Durban
Products, Strategy, Binder functions, performance and profitability of Shackleton life.
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Founder
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May 2012 - Present
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KZN
Keveko Investments is a BPO which offers direct selling and distribution outsourcing, specifically focusing and specializing in Insurance sales for product providers and Banks. Keveko has experience and expertise in this field and believe we can add value with outsourcing insurance sales.
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Auction Alliance
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South Africa
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Regional Head Auction Alliance KZN
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May 2011 - Apr 2012
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South Africa
Responsible for Profitability and Sales of Auction Alliance KZN.
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Director: Marketing/VAS/ Direct Business
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Jan 2004 - May 2011
Overall responsibility for strategy and profitability of the Value Added Services, Direct business and Marketing divisions of Bond Choice. Value Added services – Successfully implemented a strategy to introduce alternate revenue channels into Bond Choice. This included products such as Credit Life, Life Insurance, short term insurance, personal loans, Bridging Finance and other home loan related products. Marketing – Responsible for the Bond Choice Marketing strategy which included Identify market opportunities and decide on the development, coordination and implementation of plans for the promotion, of Bond Choices products and services.
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Regional Sales Manager - KZN
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Jan 2000 - Dec 2003
Lead the KZN sales and distribution team of BoE Wealth management which consisted of BoE Life, BoE Unit Trusts, BoE Investment administrators and BoE International.Increased BoE’s distribution force and found new channels in which to distribute product. Formulated an effective strategy on entering these new markets.Successfully integrate the distribution teams of BoE Life, BoE IA, BoE International and BoE Unit Trust, handled conflict and ensured a smooth continuation of business. Product development and Training. Created an environment for sales staff to achieve, by managing activities and effectively administering performance management so that targets were achieved and a profitable client base was grown.
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Account Executive
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1994 - 1999
Responsible for Sales of the FNB. NBS and ABSA accounts.
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Education
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1998 - 2001University of the Free State
CFP, Financial Planning and Services -
1990 - 1993IMM Graduate School
IMM Diploma in Marketing, Marketing -
1988 - 1990WBHS
Matric, Matric -
1986 - 1988King Edward VII School
Suggested Services
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Industry Focus. “Insurance”
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References
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