Marilice Le Roux
Senior Financial Advisor at DISCOVERY HOLDINGS PRIVATE LIMITED- Claim this Profile
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Bio
Experience
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DISCOVERY HOLDINGS PRIVATE LIMITED
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India
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Financial Services
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1 - 100 Employee
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Senior Financial Advisor
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Jul 2010 - Present
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NMG Benefits
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South Africa
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Financial Services
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200 - 300 Employee
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Senior Financial Advisor
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Apr 2018 - Present
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Discovery Holdings
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United States
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Financial Advisor / Broker
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Jul 2010 - Apr 2018
Financial Adviser authorized to sell the entire bouquet of Risk Products which included Life Products for individuals and businesses, Fire and General Insurance as well as Health Insurance(medical Aid). Investment products for individuals and Groups which included Endowments, Flexible Investments, Offshore Investments and Retirement Annuities. Vitality, this products was specifically designed to help clients monitor and improve their general level of physical health. Discovery Card, serving as an intermediary to this product where clients enjoyed superior benefits and discounts by spending at partner stores. Doing comprehensive financial planning tailored to the individual's needs and providing unparalleled client service as well as consistently meeting and exceeding high sales targets. Passionate about delivering a service to the community and being able to make a difference in other people's lives by helping them managing their risk and protecting their future and loved ones. Show less
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Ensamble Financial Services
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United States
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Financial Services
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Director
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Jan 2008 - Jan 2010
Financial Adviser authorized to sell the entire bouquet of Risk Products which included Life Products for individuals and businesses, Fire and General Insurance as well as Health Insurance(medical Aid). Investment products for individuals and Groups which included Endowments, Flexible Investments, Offshore Investments and Retirement Annuities. Vitality, this products was specifically designed to help clients monitor and improve their general level of physical health. Discovery Card, serving as an intermediary to this product where clients enjoyed superior benefits and discounts by spending at partner stores. Doing comprehensive financial planning tailored to the individual's needs and providing unparalleled client service as well as consistently meeting and exceeding high sales targets. Passionate about delivering a service to the community and being able to make a difference in other people's lives by helping them managing their risk and protecting their future and loved ones. Show less
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Prudent Advisory Services
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Financial Services
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1 - 100 Employee
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Financial Advisor
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Feb 2005 - Jan 2009
Financial Adviser authorized to sell the entire bouquet of Risk Products which included Life Products for individuals and businesses, Fire and General Insurance as well as Health Insurance(medical Aid). Investment products for individuals and Groups which included Endowments, Flexible Investments, Offshore Investments and Retirement Annuities. Vitality, this products was specifically designed to help clients monitor and improve their general level of physical health. Discovery Card, serving as an intermediary to this product where clients enjoyed superior benefits and discounts by spending at partner stores. Doing comprehensive financial planning tailored to the individual's needs and providing unparalleled client service as well as consistently meeting and exceeding high sales targets. Passionate about delivering a service to the community and being able to make a difference in other people's lives by helping them managing their risk and protecting their future and loved ones. Show less
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Liberty Life Insurance Company
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United States
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Insurance
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300 - 400 Employee
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Financial Advisor
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Jan 2003 - Jan 2005
Financial Adviser authorized to sell the entire bouquet of Risk Products which included Life Products for individuals and businesses, Fire and General Insurance as well as Health Insurance(medical Aid). Investment products for individuals and Groups which included Endowments, Flexible Investments, Offshore Investments and Retirement Annuities. Vitality, this products was specifically designed to help clients monitor and improve their general level of physical health. Discovery Card, serving as an intermediary to this product where clients enjoyed superior benefits and discounts by spending at partner stores. Doing comprehensive financial planning tailored to the individual's needs and providing unparalleled client service as well as consistently meeting and exceeding high sales targets. Passionate about delivering a service to the community and being able to make a difference in other people's lives by helping them managing their risk and protecting their future and loved ones. Show less
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Education
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Damelin
Business Mannagement, Accounting and Business/Management