Kim Trott

BDM at IFAnet
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Contact Information
us****@****om
(386) 825-5501
Location
Durban, KwaZulu-Natal, South Africa, ZA
Skills

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Bio

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Experience

  • IFAnet
    • Insurance
    • 1 - 100 Employee
    • BDM
      • Jul 2023 - Present

      Let me add value to your practice. I have some great marketing ideas to increase revenue. Offering Sanlam / Hollard and Fedgroup. Let me add value to your practice. I have some great marketing ideas to increase revenue. Offering Sanlam / Hollard and Fedgroup.

  • Proper Group
    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Sales Representative
      • Feb 2022 - Jul 2023

      Paraplanner and Representative Paraplanner and Representative

  • Self-employed
    • Ex Regional Manager
      • Jan 2019 - Feb 2022

  • Hollard and Clientele Estate Preservation
    • Durban
    • Independent Consultant
      • Nov 2018 - Feb 2022

Education

  • Damelin
    National Diploma in Wealth Management
    2014 - 2014
  • Moonstone
    Key Individual, Categories I, II, IIA, III and IV
    2011 -
  • Inseta
    NQF Level 5, Financial Service Wealth Management
    2009 -
  • College - Germiston Technicon
    N3
  • Damelin
    RE1 Regulatory Exam
  • Moonstone
    Regulatory Examination
  • Partners For Possibilities
    Partnering with Schools

Community

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