Hannelie De Klerk

• Mentored junior managers, fostering a culture of continuous learning.
• Established robust customer relationships for long-term business growth.
• Role-player in the ASISA CED as a member of the CED Standing committee
• Adopted the proposal of the life stages events
• Drive CED projects and workshops to clients, ECD principals in Mamelodi KZN
• Design the CED workbooks and GEPF pension fund guide to inform clients of the importance of saving in Retirement
• Trained the Assupol SM on workshops for CED as ROI

• Management duties accurately and efficiently.
• Improving efficiency and productivity.
• Successfully delivered on tasks within tight deadlines.
• Adopt new processes to make sure compliance is key
• Collaboration between RM and salesteam understand the key goals and deliverables on the Strategy, objectives and goals for FIN year
• Prioritize sponsorships and stakeholder engagements
• Budget within the limits for the best outcome.
• Increased customer satisfaction by resolving issues.
• Applied critical thinking to analyse problems, evaluate solutions and select best decisions.

• Secured new business opportunities with successful networking events.
• Piloted change management initiatives successfully improving organizational adaptability. (Covid needed the team to adapt totally)
• Cultivated strong relationships with clients to secure repeat business.
• Facilitated staff training, resulting in better customer service.
• Coordinated cross-departmental collaboration for improved workflow.
• Grow the groups and become more profitable.
• Led performance reviews, identified areas for improvement.

Set up a Consumer Education Framework with ASISA

Adopted my Proposal on the Life stages

Implemented the Consumer Education Drives.

Educated clients informed decisios

Run a workshops to ECD centres PTA and KZN

• Put all the recruitment and Selection tools in place
• Built strong relationships with the Sales teams
• Ensured regulatory compliance through processes and audits.
• Stakeholders agents and Brokers.

Established a full FSP brokerage for Assupol lfe to meet all clients' needs specifically in retirement contracting with all Serviceproviders to get all products on board.

Appointed dedicated financial advisors to give full service.

Invested many Senior Police clients' money at retirement.

Part of the development of the Assupol Single premium product.