Overview
Work History
Education
Skills
Summary
Additional Information
Timeline
Generic

Johann Potgieter

Insurance and Investment Advisor
2/13 Council Street, Saint Kilda,Dunedin

Overview

36
36
years of professional experience

Work History

Care Coordinator

Access Community Health Limited
South Dunedin, Dunedin
05.2023 - 01.2024
  • Enhanced performance through collaboration with diverse teams.
  • Planned and managed operations to achieve objectives within budgets.
  • Organized teams and resources to optimize timely deliverables.
  • Trained employees on best practices and protocols while managing teams to maintain optimal productivity.
  • Guided employees in handling difficult or complex problems.
  • Developed work schedules according to budgets and workloads, covering priority tasks.
  • Interpreted and explained work procedures and policies to brief staff.
  • Issued work schedules, duty assignments and deadlines for office or administrative staff.
  • Reviewed employees' work to check adherence to quality standards and proper procedures.
  • Participated in subordinates' tasks to facilitate productivity or help overcome difficulties.
  • Implemented departmental policies and standards in conjunction with management to streamline internal processes.
  • Recommended solutions related to staffing issues and proposed procedural changes to managers.
  • Researched and prepared reports required by management or governmental agencies.
  • Reviewed reports on employee attendance, productivity and effectiveness to evaluate performance.

Schedule Coordinator

Idea Services
Invercargill, Southland
03.2022 - 06.2023
  • Southland Region Scheduling 120 Support workers across multiple Facilities Capturing Leave sick Leave and Shift variance on a database
  • I make about 50 to 100 Phone calls to Schedule a day

I am a highly focused with the ability to develop, generate and convert business opportunities

  • I am highly proactive and have a high attention to detail and accuracy
  • I am adaptable and flexible to change.
  • Coordinated with clients and management to stay up-to-date on progress.
  • Maintained presence on production floor to promote success among personnel and serve as team liaison.
  • Managed schedules of team of 125 personnel to keep shifts properly staffed.
  • Participated in subordinates' tasks to facilitate productivity or help overcome difficulties.
  • Interpreted and explained work procedures and policies to brief staff.
  • Reviewed reports on employee attendance, productivity and effectiveness to evaluate performance.

IIMS Consultants sole proprietor

IIMS Consultants PTY LTD
01.1999 - 01.2022
  • My personal property company) IIMS Investments and Consultants My Investment sales company
  • Trading Monday - Friday 4am – 11pm
  • Identifying profitable trades by fundamental and technical analysis
  • Phoning clients and intuitional investors to inform them of opportunities
  • Networking with key investors through meals, appointments and, marketing events.

Equity Trader

IDE Securities
01.1996 - 01.1999
  • Phoning clients and getting equity trades from institutions and personal accounts
  • Interacting with back office, front office staff and, agents to source new accounts as well as business
  • Travelled the whole of South Africa identifying and sourcing agents.
  • Forecasted generation costs, market prices and demand to make accurate trading decisions.
  • Discussed client financial options to keep customers informed regarding transactions.
  • Analyzed daily margin calls and partnered with representatives to take necessary actions.
  • Executed complex options orders.

Life Insurance Advisor

Southern Life Association
01.1993 - 01.1996
  • Selling Life Insurance and Investment Products to general Public.
  • Pursued continued professional development through insurance workshops, course and webinars.
  • Explained coverage options to potential policyholders, answering questions or concerns.
  • Developed coordinated protection plans by calculating and quoting rates for immediate coverage action and long-term strategy implementation.
  • Strategized long-term business objectives by assessing customer feedback for direction on process improvements.

Payroll Officer

Spoornet
Betlehem, Eastern Free State
01.1990 - 08.1993
  • Kept operations in compliance with requirements by applying knowledge of applicable regulations, legal statutes and tax code information.
  • Tracked employee vacation, personal and sick leave earnings and use.
  • Prepared and balanced end-of-period reports and reconciled payroll issues.
  • Generated relevant paperwork and payroll reports.
  • Utilized [Software] to manage personnel payroll and administered employee benefits.
  • Distributed and collected timecards each pay period.
  • Assisted with audits by preparing accounts and providing information.
  • Recorded adjustments to previous pay-related errors.
  • Updated and reconciled retirement, tax and health care accounts.
  • Compiled statistics, statements and reports on pay and benefits to submit to department heads.
  • Prepared end-of-period payroll tax returns.
  • Verified past employment of candidate hires.
  • Managed payroll for temporary, hourly and salaried employees.
  • Accurately processed data, validation and transmission for weekly, semi-monthly and sales payrolls.
  • Posted work hours completed to files to properly bill clients.
  • Reconciled payroll discrepancies by reviewing time sheets, production charts and wage tables.
  • Prepared physical checks for employees and check stubs for those receiving direct deposits of funds.
  • Calculated overtime, vacation sick hours and other categories of time.
  • Managed payroll and time and attendance systems.
  • Trained new employees on company timekeeping systems.
  • Responded to requests for information as company expert on payroll operations.
  • Processed new employee paperwork and entered information into payroll system.
  • Maintained up-to-date payroll records by recording employee exemptions, transfers and resignations.

Army Officer

South African Defence Force
01.1988 - 12.1989
  • Reviewed and assessed complex documentation for combat, weapon systems and anti-terrorism programs.
  • Facilitated patrol operations and led security forces team to support battlefield operations.
  • Oversaw teams planning, implementing and realigning field and base operational strategies.
  • Safeguarded and stored classified information to maintain confidentiality.

Education

Investment Advice South -

African Institute of Stock Brokers
01.2002

International Capital Markets Qualification Securities Institute London -

01.2000

Registered Securities Trader Johannesburg Stock Exchange -

University of Johannesburg
Johannesburg
01.1998

High School -

CR Swart Brandfort Matric
01.1987

Investment Practice -

South African Institute of Stock Brokers

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 -

Registered Securities Trader Johannesburg Stock Exchange -

University of Johannesburg

High School -

CR Swart Brandfort Matric

Investment Practice -

South African Institute of Stock Brokers

Leval 5 Financial Services Investments And General Insurance - Financial Advice

Otago Polytechnic
Johann PotgieterInsurance and Investment Advisor