Mountain Biking
Christiaan Gerhardus Jacobs
Financial Advisor
Pretoria
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in sales and client services.
Overview
4
4
years of professional experience
2
2
Languages
Work History
Financial Advisor
Hollard Insurance
Pretoria
03.2021 - 08.2021
- Focusing on finding new clients, building a new client database, and servicing clients while keeping the relationship on good terms.
- Traveling all over South Africa to assist government workers with their insurance, especially those far from branches.
Financial Advisor
Capital Legacy
09.2021 - 04.2022
- Focusing on finding only new business, assisting clients with their will and testament drafting, calculating clients' protection needs for their coverage on the fees for the estate, and providing clients with an estate fee protection plan.
Financial Advisor
Sanlam Sky
05.2022 - 05.2023
- Mostly assisting clients with large funeral portfolios to save money and have fewer policies. Completing a major needs analysis for the clients' needs and specific requests.
- Sales and field training of newly appointed advisors.
Financial Advisor
Hollard Insurance
06.2023 - 09.2023
- Focusing on finding new clients, building a new client database, and servicing clients while keeping the relationship on good terms.
- Traveling all over South Africa to assist government workers with their insurance, especially those far from branches.
Financial Advisor
Sanlam Sky
09.2023 - Current
- Sales and field training of newly appointed advisors.
- Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.
- Built strong relationships with clients, fostering trust and loyalty in managing their insurance portfolios.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Education
Matric -
Hoerskool Waterkloof
04.2001 -
RE5 -
Moonstone Business School of Excellence
04.2001 -
Skills
Problem-solving
Sales expertise
Time management
Client relations
Verbal and written communication
Interests
Personal Development
Timeline
Financial Advisor
Sanlam Sky
09.2023 - Current
Financial Advisor
Hollard Insurance
06.2023 - 09.2023
Financial Advisor
Sanlam Sky
05.2022 - 05.2023
Financial Advisor
Capital Legacy
09.2021 - 04.2022
Financial Advisor
Hollard Insurance
03.2021 - 08.2021
Matric -
Hoerskool Waterkloof
04.2001 -
RE5 -
Moonstone Business School of Excellence
04.2001 -
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