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Matlhodi Pooe
I am a professional, hard working person, with a passion for business improvement and being a part of a team that wants to meet and exceed objectives.
Show profile Hide profileI have 15 years financial services experience (specifically long-term insurance and medical aid) which was achieved at Discovery Health, Mentor Healthcare, Alexander Forbes and Liberty. This experience has ensured a deep understanding:
? From an insurance perspective; the role of the sales & distribution teams, the knowledge & skill they require; the sales process, new business generation and the retention of clients.
? From a medical aid perspective; the structure of medical aids and how they function with regards to their various options, risk management, retentions of members and acquiring new members.
Customer services
? Passionate about meeting and exceeding customer expectations which has spanned my entire career.
? Recognised for this contribution at Discovery as Call centre agent of the year, Team Leader of the year and Team of the year
? Recognised at Mentor Healthcare for retaining a major account over 2 years
Management & Leadership
? First developed at Discovery where I started my career and had my first management positions
? Best team at Discovery in their Customer services division for 2 years
? Led a team of 35 Trainers and Regional Managers at Liberty for 2 years. Focused on people, developed and improving the value proposition to Sales & Distribution
Project Management
? First project involvement at Discovery on their KeyCare launch project. Responsible for; setting up a new call centre based on existing infrastructure and designing the processes that would support the operation, recruiting and training 6 call centre staff and managing them. This was completed in 6 months.
? Wedding planning projects as part of Events business which typically took 6 months to a year. Known for planning weddings on time and within budget.
? Successfully introduced a new Learning Management system at Liberty to integrate all learning department and delegate information. This project took a year.
? Attained my Certified Associate Project Manager certification through PMI
Account Management
? Strong communicator with a drive to achieve results, which was proven in my role at Mentor Healthcare and Liberty
? Capable presenter with an ability to relay information in a clear and simple manner
? Successfully retained a client
? Successfully designed Management Development Programmes that ensured retention of staff. Serviced 130 managers in Liberty's Sales & Distribution division.
Financial Planning
? Certified Financial Planner and a member of the Financial Planning Institute
? Serviced 300 clients by giving them investment advice and ensuring retention
? Successfully reached sales targets at Liberty over a 6 month period
Training & Development
? Application of the Training cycle with emphasis on the impact of training on performance
? Responsible for Training & development of over 1000 Financial Advisors
? Successfully designed a development programme for Trainers enabling them to improve the level of development for Financial Advisors
? Communication at all levels to ensure successful training & development results
I have 15 years financial services experience (specifically long-term insurance and medical aid) which was achieved at Discovery Health, Mentor Healthcare, Alexander Forbes and Liberty. This experience has ensured a deep understanding:
? From an insurance perspective; the role of the sales & distribution teams, the knowledge & skill they require; the sales process, new business generation and the retention of clients.
? From a medical aid perspective; the structure of medical aids and how they function with regards to their various options, risk management, retentions of members and acquiring new members.
Customer services
? Passionate about meeting and exceeding customer expectations which has spanned my entire career.
? Recognised for this contribution at Discovery as Call centre agent of the year, Team Leader of the year and Team of the year
? Recognised at Mentor Healthcare for retaining a major account over 2 years
Management & Leadership
? First developed at Discovery where I started my career and had my first management positions
? Best team at Discovery in their Customer services division for 2 years
? Led a team of 35 Trainers and Regional Managers at Liberty for 2 years. Focused on people, developed and improving the value proposition to Sales & Distribution
Project Management
? First project involvement at Discovery on their KeyCare launch project. Responsible for; setting up a new call centre based on existing infrastructure and designing the processes that would support the operation, recruiting and training 6 call centre staff and managing them. This was completed in 6 months.
? Wedding planning projects as part of Events business which typically took 6 months to a year. Known for planning weddings on time and within budget.
? Successfully introduced a new Learning Management system at Liberty to integrate all learning department and delegate information. This project took a year.
? Attained my Certified Associate Project Manager certification through PMI
Account Management
? Strong communicator with a drive to achieve results, which was proven in my role at Mentor Healthcare and Liberty
? Capable presenter with an ability to relay information in a clear and simple manner
? Successfully retained a client
? Successfully designed Management Development Programmes that ensured retention of staff. Serviced 130 managers in Liberty's Sales & Distribution division.
Financial Planning
? Certified Financial Planner and a member of the Financial Planning Institute
? Serviced 300 clients by giving them investment advice and ensuring retention
? Successfully reached sales targets at Liberty over a 6 month period
Training & Development
? Application of the Training cycle with emphasis on the impact of training on performance
? Responsible for Training & development of over 1000 Financial Advisors
? Successfully designed a development programme for Trainers enabling them to improve the level of development for Financial Advisors
? Communication at all levels to ensure successful training & development results
