Summary
Overview
Work History
Education
Skills
Additional Information
COMPETETIVE SHOOTING
Timeline
Generic
Gerhard viljoen

Gerhard viljoen

Tied Broker
fairland johannesburg,Gauteng

Summary

A seasoned Tied Broker from Liberty Life, I excel in building enduring client relationships and developing effective sales strategies. Renowned for trustworthiness and documentation expertise, I have a proven track record of enhancing client portfolios and compliance adherence, ensuring informed investment decisions and superior customer service.

Overview

39
39
years of professional experience
2
2
Languages
2
2
years of post-secondary education

Work History

Tied Broker

Liberty Life
06.2012 - Current
  • Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
  • Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
  • Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Provided exceptional customer service, addressing any concerns or questions from clients promptly and professionally.
  • Educated clients on various investment options, empowering them to make informed decisions about their financial futures.

Broker/owner

Montana Brokers
Deneysville, freestate
10.1991 - 05.2012
  • Self-motivated, with a strong sense of personal responsibility.
  • Excellent communication skills, both verbal and written.
  • Resolved problems, improved operations and provided exceptional service.
  • Demonstrated respect, friendliness and willingness to help wherever needed.

Representative

Metropolitan Life
Potchefstroom, North West
01.1990 - 01.1991
  • Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
  • Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
  • Educated clients on various investment options, empowering them to make informed decisions about their financial futures.
  • Completed training programs to remain updated and further develop proficiency of important industry information.

Senior Security Officer

Anglo American Western Deep Levels South Gold Mine
, Gauteng
01.1986 - 12.1989
  • Reduced security breaches by developing and enforcing strict policies and procedures.
  • Conducted regular evaluations of junior staff performance levels against pre-established benchmarks; provided constructive feedback on their progress towards meeting these expectations in order to foster continued growth within their roles.
  • Enhanced overall security by conducting regular audits and implementing strategic improvements.
  • Conducted thorough investigations into reported incidents, leading to appropriate disciplinary action when necessary.
  • Managed access control systems effectively, ensuring only authorized personnel were granted entry to restricted areas.
  • Streamlined incident reporting processes, allowing for more efficient data collection and analysis in support of continuous improvement efforts related to organizational security practices.
  • Increased employee awareness of security protocols through comprehensive training sessions.
  • Developed strong relationships with local law enforcement agencies, facilitating effective collaboration during critical incidents.
  • Liaised with external vendors and contractors to ensure adherence to established security protocols while working onsite or accessing company resources remotely.
  • Demonstrated strong leadership skills in the face of high-pressure situations, providing clear direction to team members during crisis response efforts and ensuring a swift return to normalcy once any immediate threats were neutralized.

Education

Financial Planning

Milpark Business School
Johannesburg
01.2010 - 02.2012

Skills

Documentation expertise

Additional Information

Play tennis socially and visit regularly the gym

COMPETETIVE SHOOTING

I have being a member at SA Hunters for 20 Years.  I compete in regional and national competitions.  We compete with

hunting rifles in various disciplines.

Timeline

Tied Broker

Liberty Life
06.2012 - Current

Financial Planning

Milpark Business School
01.2010 - 02.2012

Broker/owner

Montana Brokers
10.1991 - 05.2012

Representative

Metropolitan Life
01.1990 - 01.1991

Senior Security Officer

Anglo American Western Deep Levels South Gold Mine
01.1986 - 12.1989

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Gerhard viljoenTied Broker