Frederick Johannes Uys
Financial Adviser
Bloemfontein
Summary
Dynamic Financial Adviser with a proven track record at Pro-Spes Financial Services, excelling in life insurance, shortterm insurance and investments. Achieved high customer retention through exceptional service and relationship building. Skilled in financial product sales, I consistently exceeded sales targets while fostering trust and satisfaction among clients.
Overview
29
29
years of professional experience
Work History
Financial Adviser
Self-employeed
01.2014 - Current
- Leveraged knowledge of company insurance products and services to advise customers on appropriate choices.
- Provided exceptional customer service by responding quickly to inquiries, resolving issues, and anticipating client needs.
- Educated clients on various insurance products, enabling informed decisions regarding their coverage options.
- Achieved high customer retention rates by maintaining open communication channels and addressing concerns promptly.
- Developed strong relationships with insurance carriers, allowing for more efficient claim resolution processes.
- Generated referral business from satisfied customers who shared positive experiences with friends and colleagues.
- Maintained thorough knowledge of insurance regulations, staying up-to-date on changes that could impact clients or business operations.
- Organized regular check-ins with clients to review coverage limits and ensure adequate protection as their life circumstances changed.
- Met with prospective customers and business owners in homes, businesses, and other settings.
- Streamlined the insurance application process, resulting in faster approvals and increased efficiency.
- Increased client satisfaction by providing personalized insurance solutions tailored to individual needs.
Sales Representative Insurance Life and Shortterm
Pro-Spes Financial Services (Pty) Ltd
06.1996 - 12.2013
- Expanded customer base through cold calling, networking, and relationship building.
- Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
- Increased sales revenue by identifying and targeting high-potential accounts.
- Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Achieved top performer status consistently through dedication to meeting goals and exceeding expectations.
- Increased repeat business by fostering trust-based relationships with key accounts through regular communication.
- Exceeded sales targets through effective planning and goal setting.
- Identified and tapped into new markets, significantly expanding customer base.
- Negotiated favorable terms in contracts, ensuring both customer satisfaction and profitability.
- Conducted detailed market analysis to guide development of sales strategies.
- Provided feedback from customers to product development team, influencing future product enhancements.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Education
No Degree - Certificate in Financial Planning
Milpark School of Business
National 04.2001 -
Skills
Financial product sales
Timeline
Financial Adviser
Self-employeed
01.2014 - Current
No Degree - Certificate in Financial Planning
Milpark School of Business
04.2001 -
Sales Representative Insurance Life and Shortterm
Pro-Spes Financial Services (Pty) Ltd
06.1996 - 12.2013