Leval 5 Financial Services Investments And General Insurance - Financial Advice
Otago Polytechnic
Dunedin
Skills
Personal Qualities
Analytical skills
Innovative Strategist
Highly focused
Enjoys Challenge
Good communication and interpersonal skills
Excellent negotiator and salesperson
Managed Large Client Accounts
Skills
Microsoft Office Excel Word PowerPoint Access 30 Years of Experience
Google G Suit 30 years’ Experience
Java Script HTML and CSS Proficient
Data Capturing data base Management
CRM Soho Spotlight
Master Scheduling
Statistics Skills
Implementation Support
Conflict Resolution
Relationship Building
Data Management
People Skills
Microsoft Office
Critical Thinking
Good Work Ethic
PPE Use
Computer Skills
Friendly, Positive Attitude
Flexible Schedule
Summary
Achievements Marketed Life Insurance, unit trusts, and equity Investments. Qualified South African Investment Advisor selling Equity Bonds and derivatives Insurance and Managed funds. Selling Stock Exchange related products for BP Bernstein Member of the Johannesburg Stock Exchange. John Maxwell's 5 Levels of leadership is the bases for my leadership skills. Recognizing that I am different with every client and staff member, ensuring that I meet them where they are emotionally. Gaining emotional capital, bonding, and obtaining synergy. New Zealand Residency. Full driver's license Currently doing level 5 Financial services Investments and General Insurance will be finished 15 June 2024.
Additional Information
2010 RE1 (License for Key Individuals Financial Services, South Africa)
2012 RE5 (License for Agents Financial Services, South Africa)
Timeline
Care Coordinator
Access Community Health Limited
05.2023 - 01.2024
Schedule Coordinator
Idea Services
03.2022 - 06.2023
IIMS Consultants sole proprietor
IIMS Consultants PTY LTD
01.1999 - 01.2022
Equity Trader
IDE Securities
01.1996 - 01.1999
Life Insurance Advisor
Southern Life Association
01.1993 - 01.1996
Payroll Officer
Spoornet
01.1990 - 08.1993
Army Officer
South African Defence Force
01.1988 - 12.1989
Investment Advice South -
African Institute of Stock Brokers
International Capital Markets Qualification Securities Institute London -
Research Assistant at Aga Khan University, Aga Khan Foundation, Aga Khan Healthy service in collaboration with Ministry of Health, Community development, elder and children. Improving Access to Maternal and Newborn Health in Tanzania (IMPACT Endline Household Survey) in Mwanza Region.Research Assistant at Aga Khan University, Aga Khan Foundation, Aga Khan Healthy service in collaboration with Ministry of Health, Community development, elder and children. Improving Access to Maternal and Newborn Health in Tanzania (IMPACT Endline Household Survey) in Mwanza Region.
Registered nurse and Head nurse in medical and surgical ward at NMC HospitalRegistered nurse and Head nurse in medical and surgical ward at NMC Hospital