Experience

University of the Free State

• South Africa
• Higher Education
• 700 & Above Employee

• Postgraduate Student

  • Feb 2022 - Present



Momentum

• South Africa
• Financial Services
• 700 & Above Employee

• Business Consultant

  • Jan 2020 - Mar 2022

  Third party marketing, servicing a panel of brokers allocated to me. Training them and assisting with growing their practice. Recruiting new brokers. Promoting and maintaining the good image of Momentum. Researching and acquiring information about financial service sector and other information which could be useful in the company.

• Business Consultant

  • Jan 2020 - Mar 2022



Sanlam

• Financial Services
• 700 & Above Employee

• Financial Planner

  • Feb 2017 - Dec 2019

  Giving financial advice on Risk Products, Retirement Annuities, Pension Funds, Savings , Lump Sum investments,Group Products, Collective Investment Schemes etc Giving financial advice on Risk Products, Retirement Annuities, Pension Funds, Savings , Lump Sum investments,Group Products, Collective Investment Schemes etc



Liberty Life Insurance Company

• United States
• Insurance
• 300 - 400 Employee

• Area Sales Manager

  • Feb 2011 - Mar 2012

  Managing a team of Financial Advisers, recruiting new productive advisers, doing administrative duties related to my team. Training and motivating my team members as well as helping them with insurance NQF 5 studies and RE examinations preparations. Managing a team of Financial Advisers, recruiting new productive advisers, doing administrative duties related to my team. Training and motivating my team members as well as helping them with insurance NQF 5 studies and RE examinations preparations.



Metropilitan Life Ltd

• Bloemfontein Area, South Africa

• Relationship Manager/Broker Consultant

  • Mar 2006 - Aug 2009

  My duty was to service a portfolio of Life Brokers assigned to me, train them, recruit new ones, motivate them to achieve the sales target and give them company training materials. My duty was to service a portfolio of Life Brokers assigned to me, train them, recruit new ones, motivate them to achieve the sales target and give them company training materials.



Guardian National Insurance Co Ltd

• Bloemfontein Area, South Africa

• Personal Lines Underwriter

  • Feb 1995 - Apr 2000

  My major duty was to assess the business submitted to me by our broker consultants as well as brokers, to see whether it met the company's underwriting criteria. Capture new policies and issue them, doing endorsements for instance changes on policies, handling telephonic queries from clients, client service and doing renewals etc My major duty was to assess the business submitted to me by our broker consultants as well as brokers, to see whether it met the company's underwriting criteria. Capture new policies and issue them, doing endorsements for instance changes on policies, handling telephonic queries from clients, client service and doing renewals etc