Business Rescue

• Jun 2022 - Present

Financial Planner

• Feb 2021 - Mar 2022

DUTIES: Personal network database  Attending local events to establish a Network for potential business Financial Risk analysis  Prospect & set up a meeting with a potential client  Face-to face intervention with a potential client  Performing in-depth analysis based on clients’ potential needs based on their current financial standings and their the goal for the future. Long term insurance  Life insurance (constructing of a portfolio according to the client’s needs)  Income protection Retirement  Applying on behalf of the client for annuities  Choice of portfolios in which to invest, based on the client’s risk profile and goals for retirement Investments  Assisting with the building of savings portfolios for clients to build up capital to invest in long term investments  Advice on Investment strategies & invested capital on behalf of my clients  Platforms used: Stanlib, Newroad Capital  Fund Types: CIS (Collective Investment Schemes), BCI (Boutique Collective Investments), Offshore Funds  Types of investments: endowments, unit trusts, classic investment plans, guaranteed investments, tax-free investments Proposal  Accumulating quotes for insurance, and building fund fact sheets for potential clients  Advising prospective clients on insurance and investment opportunities for long term benefits Customer liaison  I was the point of contact for prospective clients to the insurer and vice versa Submitting and approval  Loading of proposed documents on behalf of clients and must ensure all information is correct. Underwriting  After submitting the business, I had to keep in contact with the underwriters and make sure that the new business gets approved in accordance to the Financial Advisory and Intermediary Services Act 37 of 2002 Show less