Bio
Experience
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Quantum Group
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New Zealand
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Financial Services
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1 - 100 Employee
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Financial Adviser - Risk Insurance Specialist
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Oct 2023 - Present
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Hamilton, Waikato, New Zealand
I’ve been on the other side of the risk process, making claims on policies while dealing with grief and loss. I’m here to take you through your risk options, so you can make decisions now that will benefit those you love when it matters most. Think of me as your sounding-board, your adviser, and your advocate at claim time.
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Motion
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New Zealand
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Exercise Physiologist | Business Owner (part-time)
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Nov 2021 - Present
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New Zealand
Responsible for treating patients with injuries and chronic conditions including multiple sclerosis, COPD, and diabetes. • Assisting patients with musculoskeletal injury rehabilitation • Managing chronic illness through exercise • Performing myofascial realignment, a unique hands-on technique for injury rehabilitation that I have developed through my own resources and research • Collaborating with physiotherapists, Pilates instructors, and general practitioners in managing client health • Managing my clients, treating them with compassion and care • Conducting fitness, strength, and mobility training in various locations (client homes, outdoors, or in a gym) • Managing all aspects of the business, including finances, tax calculations, and administration • Managing the business marketing and social media • Treating clients with chronic injuries as part of the team at Zone Physio & Pilates in Taupo
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Foundation Advice Limited
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New Zealand
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Financial Services
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1 - 100 Employee
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Financial Adviser
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Aug 2022 - Sep 2023
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New Zealand
Responsible for providing clients with sound advice and guidance on their financial planning to help them achieve their financial goals. • Generating leads to increase sales of life, trauma, and medical insurance, and income protection • Meeting with clients to review their existing insurance policies and advice on new business • Reviewing client’s policies and advising on changes or improvements • Producing appropriate quotes and presenting research data to new clients • Collaborating with senior financial advisers, colleagues, and insurers including nib and AIA • Managing client data on the company CRM (TAP) • Capturing data and assisting with FMA audits • Managing social media and email marketing
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AC Baths
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Taupo, Waikato, New Zealand
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Swimming Coach for children aged 5-16 years old
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Apr 2021 - Jul 2022
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Taupo, Waikato, New Zealand
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Wild Roots Culinary Concepts
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Taupo, Waikato, New Zealand
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Chef Assistant
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2020 - 2022
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Taupo, Waikato, New Zealand
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Cinta Market Research
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New Zealand
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Survey Researcher
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2020 - 2022
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New Zealand
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Denvet Pty Ltd
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Dundee, South Africa
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Sales Representative
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Jun 2010 - Jan 2020
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Dundee, South Africa
Responsible for managing the sales in my area, identifying leads, selling products, and providing exceptional customer service. • Managed the sales in my assigned area, working remotely and independently on a commission-only basis • Presented products to customers including small to large scale commercial farming operations and feedlots, cooperation managers, and veterinarians • Negotiated sales with customers • Built and managed a network of current and new customers • Ensured ongoing communication and liaison between customers and logistics to ensure excellent service delivery • Managed customer expectations and solved problems as they arose • Developed strong, trusting working relationships with customers to ensure high levels of customer retention • Gained a deep understanding of customer needs, and our product positioning in the market • Prepared sales strategies to build area sales and achieve targets and budgets • Acquired comprehensive knowledge of dairy and beef farming • Kept abreast of industry developments and product knowledge, and continuously learned about new products and best practices in animal health • Attended training with animal nutritionists, pharmaceutical specialists, and other industry specialists
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Jenni Soutar Biokinetics
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Dundee, South Africa
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Biokineticist | Business Owner (part-time)
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Jun 2005 - Jan 2020
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Dundee, South Africa
I owned a small gym and operated as a part-time Exercise Physiologist, from 5am to 9am and 4pm to 7pm. • Worked with patients to rehabilitate them through the use of corrective exercises • Treated orthopaedic injuries and conditions, COPD, hypertension, hypercholesterolemia, obesity, and diabetes • Performed musculoskeletal assessments including measuring strength, muscle length, and extent of injuries • Conducted fitness and health assessments for Vitality (a science-based behaviour change programme run by one of South Africa’s largest financial services groups) • Performed anthropometric tests, and cardiovascular fitness, strength, and flexibility tests • Advised clients on best health practices and health improvement strategies • Prescribed corrective strengthening and stretching exercises for rehabilitation of orthopaedic injuries, elderly patients, and patients suffering from chronic conditions • Provided personal training and facilitated bootcamp sessions • Trained clients in the gym to help them achieve their weight loss and fitness goals • Managed the day-to-day operations of the business • Managed the administration of leasing my gym to a personal trainer
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Education
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Open Polytechnic of New Zealand
Level 5, Financial Services: Life, Disability and Health Insurance -
Stellenbosch University
Master’s degree, Sport Science -
Stellenbosch University
Bachelor of Arts Honours (cum laude), Biokinetics -
Stellenbosch University
Bachelor of Arts - BA, Sport Science & Physiology
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