Johan Dawid (Joe) Smit
Pietermaritzburg
Summary
Dynamic leader with a proven track record at S and S Insurance Brokers, excelling in team management and project efficiency. Expert in problem-solving and operations management, I fostered a culture of continuous improvement, enhancing employee engagement and driving significant growth in client satisfaction and retention.
Results-driven leader with strong background in strategic management and organizational growth. Skilled in developing and implementing effective business strategies, optimizing processes, and driving team performance. Known for adaptability, effective collaboration, and delivering measurable outcomes in dynamic environments. Strong communication and problem-solving abilities, coupled with focus on fostering productive and positive team culture.
Overview
39
39
years of professional experience
Work History
Director/Key Individual
S and S Insurance Brokers (Pty) Ltd
03.2023 - Current
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
- Improved project efficiency with strategic planning, resource allocation, and time management practices.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
Financial Advisor
Discovery Financial Consultants
11.2008 - 02.2023
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Financial Advisor
Liberty Life
09.2004 - 10.2008
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Managing Director
JM Sales & Distribution
01.1998 - 08.2004
- Strengthened client relationships with regular communication, timely project delivery, and high-quality services.
- Delivered consistent revenue growth by identifying new business opportunities and expanding service offerings.
- Developed comprehensive business plans, outlining long-term goals and actionable steps toward success.
- Oversaw operations and provided corrective feedback to achieve daily and long-term goals.
Director
By-Rite
01.1991 - 12.1997
- Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
- Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
- Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
- Facilitated cross-functional collaboration for improved decision-making processes within the organization.
Area Manager
Ellerine Holdings
07.1986 - 12.1990
- Developed strong relationships with clients, leading to increased customer satisfaction and repeat business.
- Improved overall efficiency by identifying areas in need of improvement and implementing necessary changes.
- Coordinated with various departments to facilitate smooth communication, enhancing operational effectiveness.
- Led a team to achieve company goals and exceed targets consistently, fostering a positive work environment.
- Transformed underperforming teams into productive, profitable teams.
- Conducted regular performance evaluations to identify areas for improvement and develop action plans for growth.
Education
PG Dip (Financial Planning) - Financial Planning
Milpark School of Financial Services
04.2001 -
Skills
Problem-solving
Project management
Operations management
Team management
Timeline
Director/Key Individual
S and S Insurance Brokers (Pty) Ltd
03.2023 - Current
Financial Advisor
Discovery Financial Consultants
11.2008 - 02.2023
Financial Advisor
Liberty Life
09.2004 - 10.2008
PG Dip (Financial Planning) - Financial Planning
Milpark School of Financial Services
04.2001 -
Managing Director
JM Sales & Distribution
01.1998 - 08.2004
Director
By-Rite
01.1991 - 12.1997
Area Manager
Ellerine Holdings
07.1986 - 12.1990
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