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
Sales strategy development
Compliance adherence
Business relationship building
Negotiation expertise
Workplace training
Claims reporting systems
Compliance requirements
Market dynamics
Trustworthiness
Sales technique development
Communication proficiency
Problem-solving abilities
Sales strategy
Product Knowledge
Lead prospecting
Investment planning
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