Proficient in Microsoft, ChatGPT among other software
Garren Kelly
Senior Relational Business Consultant & Investment Product Specialist Consultant
Amanzimtoti
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
13
13
years of professional experience
8
8
years of post-secondary education
1
1
Certification
1
1
Language
Work History
Investment Product Specialist Consultant
Sanlam
Durban
01.2021 - Current
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Managed time efficiently in order to complete all tasks within deadlines.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Worked well in a team setting, providing support and guidance.
- Paid attention to detail while completing assignments.
- Worked effectively in fast-paced environments.
- Cultivated interpersonal skills by building positive relationships with others.
- Organized and detail-oriented with a strong work ethic.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Developed strong organizational and communication skills through coursework and volunteer activities.
- Provided professional services and support in a dynamic work environment.
- Gained extensive knowledge in data entry, analysis and reporting.
Relational Business Consultant
Sanlam
Durban
01.2012 - Current
- Worked well in a team setting, providing support and guidance.
- Demonstrated creativity and resourcefulness through the development of innovative solutions.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Provided professional services and support in a dynamic work environment.
- Developed strong communication and organizational skills through working on group projects.
- Strengthened communication skills through regular interactions with others.
- Gained extensive knowledge in data entry, analysis and reporting.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Passionate about learning and committed to continual improvement.
- Acted as a team leader in group projects, delegating tasks and providing feedback.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Learned and adapted quickly to new technology and software applications.
- Resolved problems, improved operations and provided exceptional service.
- Delivered services to customer locations within specific timeframes.
- Self-motivated, with a strong sense of personal responsibility.
- Organized and detail-oriented with a strong work ethic.
Financial Planner
Duwalcoe Financial Consultants
Durban
03.2011 - 01.2012
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Coached and advised clients in business plans and processes to achieve profit objectives.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Developed recommendations specific to client's financial situation on variety of topics.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Helped clients make informed decisions about financial future.
- Recommended specific investments to help clients meet financial goals.
- Educated clients on financial topics and best practices.
- Researched and evaluated potential investment products for clients.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Informed clients of strategies for reducing debt and maximizing savings.
- Updated clients on changes in tax laws and other regulations affecting investments.
- Created financial models to analyze and evaluate investment strategies.
- Advised clients on investments, retirement and estate planning.
- Presented financial plans and investment recommendations to clients.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Assisted clients with budgeting and cash flow management.
- Educated clients on potential risks and rewards associated with various investments.
- Collaborated with clients to develop customized investment portfolios.
- Studied financial documents to identify potential areas needing improvement.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Administrative and Internal Compliance Officer
Duwalcoe Financial Consultants
Durban
03.2010 - 03.2011
- Adaptable and proficient in learning new concepts quickly and efficiently.
- Identified issues, analyzed information and provided solutions to problems.
- Demonstrated a high level of initiative and creativity while tackling difficult tasks.
- Proved successful working within tight deadlines and a fast-paced environment.
- Gained strong leadership skills by managing projects from start to finish.
- Provided professional services and support in a dynamic work environment.
- Developed and maintained courteous and effective working relationships.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Cultivated interpersonal skills by building positive relationships with others.
- Proven ability to develop and implement creative solutions to complex problems.
- Passionate about learning and committed to continual improvement.
Education
Graduate Diploma - Business Management, Applied
Thekwini Centec College
Durban, South Africa 01.2004 - 12.2007
NQF 5 National Wealth Certificate - Financial Planning And Services
PSG Konsult Academy
Durban, South Africa 01.2011 - 12.2012
NQF 6 Business Management Programme - Business Management
University of Stellenbosch Business School
Cape Town 01.2018 - 03.2019
Post-Graduate (Equivalent) - Senior Management Programming
University of Stellenbosch Business School
Cape Town 01.2023 - 11.2023
Skills
Wealth / investment / fund portfoliosRisk managementFinancial trend / complex data analysisTax reportingAsset managementFinancial regulationsClient relationship managementCareer summary2020 – Present Investment Product Specialist Consultant, Sanlam Life Insurance Ltd, UmhlangaKey AchievementsIncreased significant Investment sales in first quarterTop quartile investment consultants nationallyResponsibilitiesTraining of selected business consultants on new marketing and sales techniques on investment productsStructuring investment proposals ranging from lifetime annuity income to protection of fund selectionPortfoliosAnalysing technical data on competitor offering and provide alternative strategies for finalising contractsProviding tax scenarios on various products and finding most suitable investment offeringConducting accurate research into financial trends and changes, investment and fund portfolios andAnalysing financial informationProviding comprehensive financial information on market trends for clients and colleagues, and assistingFinancial planners with calculations for investments and tax planning purposesCoordinating information for financial planners for tax reports, including rates and nominal, effective and realTax returns, as well as age-profile calculations for rebatesMarketing and presenting files to intermediaries, providing recommendations and information on investmentAnd risk portfoliosConducting assessments of client’s portfolios with financial planners and identifying risks, investments andEstate concernsWorking collaboratively with specialists across the organisation during appointments with new and existingFinancial planners and clients2012 – Present Broker Consultant / Marketing Advisor, Sanlam Life Insurance Ltd, UmhlangaConsistently achieving excellent customer satisfaction with the development of wealth portfolio reports forThe short, medium and long-term in accordance with clients’ capital requirementsSuccessfully assessing a variety of client’s risk needs, accurately reviewing information acquired byFinancial plannersConducting accurate research into financial trends and changes, investment and fund portfolios andCompleting effective negotiations into fees and rates and applying reductions in accordance with accountRequirementsPage 2 of 3Providing comprehensive financial information on market trends for clients and colleagues, and assistingFinancial planners with calculations for investments and tax purposesCoordinating information for financial planners for tax reports, including rates and nominal, effective andReal tax returns, as well as age-profile calculations for rebatesProducing reports detailing portfolios, total asset class exposures and top 10 stocks in accordance withRegulation 28Accurately rebalancing funds within endowment, retirement annuities, living annuities, investment plans onThe Linked Investment Saving Plan and producing reports as requiredMarketing and presenting files to brokers, assistants and clients, providing advice and information onInvestment and risk portfoliosConducting assessments of client’s portfolios with financial planners and identifying risks, investments andWorking collaboratively with specialists across the organisation during appointments with new and existingEffectively analysing quotes from a range of competitors and their insurance products, ensuring they meetWith client requirementsContacting clients whose policies have lapsed and engaging with them to offer new products and servicesAccurately importing a range of details into company systems, including retirement annuities, investmentsWith variable funds and life insurance policiesProviding training for new brokers on the Exchange Traded Funds and Sanlam brokers systems, andSupporting financial planners with IT programmesCompleting all investment transactions, coordinating monies in accordance with internal proceduresIncluding banking cheques2010 – 2012 Financial Advisor, Duwalcoe Financial Consultants, DurbanInitially recruited as a Personal Assistant, achieved promotion quickly into the Financial Advisor roleFollowing demonstration of capabilitiesLiaised with clients and coordinated appointments, assessed client risk portfolios and applied financialTrends in order to advise clients on their investment portfoliosProvided advice and information regarding life portfolios and appropriate risk plansWorked collaboratively with the Broker team and Internal Compliance Officer and ensured all activities wereCompleted in accordance with regulatory requirementsIT ProficiencyMicrosoft Office365SanQuote, SanTrust, OfficeQuote, Glacier Investment Hub, Glacier ICE Report
Investment planning
Investment analysis
Product marketing specialist
Investment products
Affiliations
A resourceful professional with excellent experience providing intermediary services to clients within the insurance and finance industries. Adept at analysing client requirements, consistently delivering exceptional standards of service, forging strong and sustainable relations with clients, employing outstanding communication, negotiation and interpersonal skills to facilitate excellent results. Coordinates extensive, complex information into succinct client reports, coordinates portfolios with appropriate risk mitigation strategies. Works collaboratively or independently on initiative as required, demonstrating high levels of integrity and accuracy with information. Entrepreneurship Consulting and Personal Mastery, FICA, POPI, FAIS, TCF Education and qualifications
Software
Certification
Regulatory Examination 5
Interests
Golf
Cooking
Variety of sports
Traveling
Timeline
Post-Graduate (Equivalent) - Senior Management Programming
University of Stellenbosch Business School
01.2023 - 11.2023
Regulatory Examination 5
12-2022
Investment Product Specialist Consultant
Sanlam
01.2021 - Current
NQF 6 Business Management Programme - Business Management
University of Stellenbosch Business School
01.2018 - 03.2019
Relational Business Consultant
Sanlam
01.2012 - Current
Financial Planner
Duwalcoe Financial Consultants
03.2011 - 01.2012
NQF 5 National Wealth Certificate - Financial Planning And Services
PSG Konsult Academy
01.2011 - 12.2012
Administrative and Internal Compliance Officer
Duwalcoe Financial Consultants
03.2010 - 03.2011
Graduate Diploma - Business Management, Applied
Thekwini Centec College
01.2004 - 12.2007