Summary
Overview
Work History
Education
Skills
Interests
Timeline
Generic

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

Mountain Biking

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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Christiaan Gerhardus JacobsFinancial Advisor