Experience

Envestpro Group

• South Africa
• Financial Services
• 1 - 100 Employee

• Head of Leads Generation & Customer Retention

  • Feb 2020 - Present

  Jacques is responsible for the allocation of advisors, to clients who do not have active Liberty advisors. He is also responsible for the retention of clients within the business and to generate new clientele on behalf of Envestpro (Pty)Ltd. Jacques is responsible for the allocation of advisors, to clients who do not have active Liberty advisors. He is also responsible for the retention of clients within the business and to generate new clientele on behalf of Envestpro (Pty)Ltd.



Envestpro Midrand

• South Africa
• Financial Services
• 1 - 100 Employee

• Financial Planner

  • Oct 2014 - Present

  "The role of a financial planner is not to sell his/her clients policies, but rather to provide his/her clients with accurate financial advice and great service. The advice provided by a financial planner must be based on the specific client's financial needs, goals and affordability. The advice might include product recommendations, but should never be the result of an advisor wanting to market a product." - Jacques du PlessisAt Envestpro (Pty)Ltd, Jacques partners with his clients to help them achieve their financial goals. Jacques analyzes his clients personal needs and goals, to help them identify any cases of under- and/or over-insurance, shortfalls in their retirement planning and opportunities to grow their wealth.Some of the services Jacques offers include, but are not limited to:- Business continuity planning- Education Planning- Estate Planning- Goal based financial planning- Planning for life's unforeseen events (such as a disability, dread disease and/or retrenchment)- Retirement Planning- And wealth creation Show less

• Customer Relationship Manager

  • Nov 2018 - Jan 2020

  Ensuring Envestpro's clients' are able to achieve their financial goals and to address their financial needs, by providing support to clients who doesn't have an active advisor and managing Envestpro's orphan client base.



MFC

• Financial Services
• 500 - 600 Employee

• Credit Manager

  • Jun 2012 - Sep 2014

  Assessing risk of credit finance applications received, to ensure new business placed on book complies with credit policy and to effectively communicate with our market and clients.

• Team Leader - New Business

  • Jun 2008 - May 2012

  Effectively manage the staff and processes for applications, contracts, and pay outs, by ensuring consistent turnaround times, high quality of work and delivering a service of the higher standard.

• Payout Officer

  • Sep 2007 - May 2008

  Accurate capturing of client/dealer details from applications, invoice and pay out documents, for deals done with clients and dealers within a prescribed time constraints. Preparing of legal and accurate documents, ensuring that the conditions on the approval podium are adhered to, or that permission is gained from Credit managers if dealer requirements differ from podium answer. Ensuring all legal documents has been correctly signed and all documents required have been submitted, to initiate a pay out. Show less

• Application Officer

  • Jan 2007 - Aug 2007

  Accurate capturing of client/dealer details from applications and building meaning full relationships with our dealer network.