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Show profile Hide profileEMPLOYMENT
VITAL CONSULT
TIME March 2013 - till now
POSITION Financial Advisor
*COURSES Actioneer course at South African College for Auctioneers [ Hedley Harris ]
DUTIES:
Prospecting of new clients
Service existing clients
Marketing of Life Cover, Investments and Short Term Cover
DISCOVERY
TIME January 2011 to February 2013
POSITION Financial Advisor
*COURSE RE1
DUTIES:
Prospecting of new clients
Service existing clients
Marketing of Life Cover, Investments and Short Term Cover
CEEK INVESTMENTS LTD
TIME June 2010 - December 2010
POSITION Marketing Director
DUTIES:
Receiving of investments
Keep up with regularity compliance
Marketing plan
Consultant/ Broker network building
Problem solving regarding investors, consultants and brokers
Building a platform for consultants and brokers to work from
________________________________________
REALCORCAPE -PROPERTY INVESTMENT COMPANY
TIME January 2007 - May 2010
POSITION Broker Consultant
*COURSE NQF Level 5, 120 Credits (1.8,1.10)
DUTIES:
Prospecting new brokers to refer investors
Service existing brokers and investors
Office manager of new office in George
Prospecting new brokers in George and surroundings
Double monthly target of R 4 million to R 9 million
Receive 2nd place reward for best broker consultant in 2009
Manage 42 brokers in whole of South Africa
Service private clients in whole of South Africa
________________________________________
OLD MUTUAL / SANLAM / ABSA DATA BROKER
TIME January 2005 to December 2006
POSITION Financial Advisor and later ABSA Data broker
*COURSE Different financial courses and in-house training.
DUTIES:
Prospecting of new clients
Service existing clients
Marketing of Life Cover, Investments and Short Term Cover
________________________________________
KELPIN PROTECTION SERVICES, STELLENBOSCH
TIME January 2002 to December 2004
POSITION 2nd in charge of office
COURSES Security Grade A, B, C, D
Level 3 medical course
DUTIES:
Office manager
Marketing manager
Farm Security
Prospecting new farms and client's
Patrol vehicle driver
Crime prevention
Crime assistance
Personnel problem solving
Client problem solving
Shift coordination
________________________________________
KNIGHTS SUPERETTE, Piketberg
PERIOD: January 2000 to December 2001
POSITION: Manager of Shop and Take-Aways
DUTIES:
Receiving of stock, daily and weekly
Daily bookkeeping and financial record keeping
Ordering of new stock
Daily problem solving regarding clients and personnel
Opening of new shop and take away
Manage existing shop while owner renovate new shop
Manage new shop and personnel training
________________________________________
PENTAGON BUSINESS SERVICES
PERIOD: January 1999 to December 1999
POSITION: "KEY ACCOUNT HOLDER"
DUTIES:
Selling and letting of business premises, offices and shopping malls
Prospecting of new clients and premises
Development of new shopping malls
________________________________________
ANDERSON AND NEL ATTORNEYS
PERIOD: January 1998 to December 1998
POSITION: Administrif and Marketer
DUTIES:
Service existing client's insurance portfolios
Prospecting and Marketing of properties
Clients' personnel income tax
________________________________________
OLD MUTUAL, Citrusdal
PERIOD: January 1996 to December 1997
POSITION: Financial Advisor
*COURSES Sales Training 1, 2 en 3
Estate Planning
Income tax 1
Short term cover
DUTIES:
Prospecting new clients
Service existing clients
________________________________________
SOUTH AFRICAN POLICE SERVICES
PERIOD: 1990 - 1995
COURSES Basic Training
Special weapons and ammunition training
VIP Protection
Riot Course
YEAR 1991
Special Guard Unit Cape Town
DUTIES:
Protecting of ministers
Year 1992 - 1995
South African Police Services, Redelinghuys
EMPLOYMENT
VITAL CONSULT
TIME March 2013 - till now
POSITION Financial Advisor
*COURSES Actioneer course at South African College for Auctioneers [ Hedley Harris ]
DUTIES:
Prospecting of new clients
Service existing clients
Marketing of Life Cover, Investments and Short Term Cover
DISCOVERY
TIME January 2011 to February 2013
POSITION Financial Advisor
*COURSE RE1
DUTIES:
Prospecting of new clients
Service existing clients
Marketing of Life Cover, Investments and Short Term Cover
CEEK INVESTMENTS LTD
TIME June 2010 - December 2010
POSITION Marketing Director
DUTIES:
Receiving of investments
Keep up with regularity compliance
Marketing plan
Consultant/ Broker network building
Problem solving regarding investors, consultants and brokers
Building a platform for consultants and brokers to work from
________________________________________
REALCORCAPE -PROPERTY INVESTMENT COMPANY
TIME January 2007 - May 2010
POSITION Broker Consultant
*COURSE NQF Level 5, 120 Credits (1.8,1.10)
DUTIES:
Prospecting new brokers to refer investors
Service existing brokers and investors
Office manager of new office in George
Prospecting new brokers in George and surroundings
Double monthly target of R 4 million to R 9 million
Receive 2nd place reward for best broker consultant in 2009
Manage 42 brokers in whole of South Africa
Service private clients in whole of South Africa
________________________________________
OLD MUTUAL / SANLAM / ABSA DATA BROKER
TIME January 2005 to December 2006
POSITION Financial Advisor and later ABSA Data broker
*COURSE Different financial courses and in-house training.
DUTIES:
Prospecting of new clients
Service existing clients
Marketing of Life Cover, Investments and Short Term Cover
________________________________________
KELPIN PROTECTION SERVICES, STELLENBOSCH
TIME January 2002 to December 2004
POSITION 2nd in charge of office
COURSES Security Grade A, B, C, D
Level 3 medical course
DUTIES:
Office manager
Marketing manager
Farm Security
Prospecting new farms and client's
Patrol vehicle driver
Crime prevention
Crime assistance
Personnel problem solving
Client problem solving
Shift coordination
________________________________________
KNIGHTS SUPERETTE, Piketberg
PERIOD: January 2000 to December 2001
POSITION: Manager of Shop and Take-Aways
DUTIES:
Receiving of stock, daily and weekly
Daily bookkeeping and financial record keeping
Ordering of new stock
Daily problem solving regarding clients and personnel
Opening of new shop and take away
Manage existing shop while owner renovate new shop
Manage new shop and personnel training
________________________________________
PENTAGON BUSINESS SERVICES
PERIOD: January 1999 to December 1999
POSITION: "KEY ACCOUNT HOLDER"
DUTIES:
Selling and letting of business premises, offices and shopping malls
Prospecting of new clients and premises
Development of new shopping malls
________________________________________
ANDERSON AND NEL ATTORNEYS
PERIOD: January 1998 to December 1998
POSITION: Administrif and Marketer
DUTIES:
Service existing client's insurance portfolios
Prospecting and Marketing of properties
Clients' personnel income tax
________________________________________
OLD MUTUAL, Citrusdal
PERIOD: January 1996 to December 1997
POSITION: Financial Advisor
*COURSES Sales Training 1, 2 en 3
Estate Planning
Income tax 1
Short term cover
DUTIES:
Prospecting new clients
Service existing clients
________________________________________
SOUTH AFRICAN POLICE SERVICES
PERIOD: 1990 - 1995
COURSES Basic Training
Special weapons and ammunition training
VIP Protection
Riot Course
YEAR 1991
Special Guard Unit Cape Town
DUTIES:
Protecting of ministers
Year 1992 - 1995
South African Police Services, Redelinghuys

