Hi, I’m
Kim Abdinor
Risk Specialist
Potchefstroom
Overview
35
years of professional experience
Work History
Absa
Broker Consultant – Risk Specialist ( Absa AIFA) Distribution
7 2018 - Current
Job overview
- Developing and implementing call plans and marketing strategies
- Managing a panel of 20 advisers, to reach sales targets
- Negotiating with brokers regarding the level of business and servicing requirements
- Promoting ABSA Life’s products and technology services through marketing presentations and training
- Handling and submitting Claims on the above
- Funeral cover and claims
- Estate Plan Providers claims
- No underwritten products
- Funeral and Estate Plan providers
- Tracking of claims processes
- Providing information and training on products and servicing procedures/requirements
- New business tracking via ALVS
- Establishing and maintaining business relationships
- Knowledge of Government Stop Orders
- Adherence to the compliance process
- Achieving production targets
- Communication and networking with all ABSA Life departments to facilitate problem solving.
- Data mining on qlickview.
ABSA
Financial Planner – ABSA (AIFA)
05.2016 - 08.2017
Job overview
- Mining ABSA retail branches for new business
- To mine for Life, disability and Dread disease cover
- Income protector, Rider benefits
- Life cover is my strong point
- Advise clients on their investments
- Full Retirement Planning, Estate Planning
- Business Insurance - Buy and Sell, Buy and sell agreements, Keyman, Contingent, Partnerships
- UNITING - business client acquisitions: grow private clients assets under management
- Maintenance and servicing of existing clients: financial advisory function
- Full Financial Needs analysis
- Medical terms and condition
- Understanding policy and procedures
- Knowing Process of submitting New business
- Arranging medicals and Bloods to be done by nurses
- Making appointments with ABSA clients
- Following up on New business with ABSA Life
- Advising on Wills and Trust
- Capturing info on Atwork 5 system
- Absa Life and AIMS
- Mining clients on WIMI Console
- Ensuring that all requirements in terms of FAIS (Financial Advisory), FICA (Client Identification) and NCA (Credit Rules) are met
- Complete detailed assessments of client needs for banking products and other financial products, including Insurance
- (Customer Needs Analysis Tool)
- Employee Benefits marketing.
Liberty Life
Broker Consultant – Liberty Life
01.2001 - 01.2016
Job overview
- Developing and implementing call plans and marketing strategies
- Managing 22/25 Independent Planners/ advisors and help to reach their targets
- Preparing of training presentations
- Negotiating with brokers regarding the level of business and servicing requirements
- Promoting Liberty Life’s products and technology services through marketing presentations and training
- Providing information and training on products and servicing procedures/requirements
- New business upload and servicing
- Establishing and maintaining business relationships
- Searching for new Broker contracts
- Knowledge of Government Stop Orders
- Knowledge of Worksites and worksite development
- Adherence to the compliance process
- Achieving production targets
- Communication and networking with all Liberty Life Group departments to facilitate problem solving
- Managing 4 Personal assistants for Liberty New business and servicing.
- Medical aid marketing - Libety medical scheme
Momentum Life
Momentum Life – New Business Consultant
02.1998 - 03.2001
Standard Bank
Standard Bank Of South Africa
02.1990 - 01.1997
Job overview
- ATM custodian Data capturer
- Teller, Forex
- Fixed deposits.
Education
Matric
Banking
Liberty Critical Chain
LID
National Wealth Management NQF 5
Liberty Induction to Financial Planning
FAIS, FICA, POPI, Financial Needs Analysis, Estate Planning
University Overview
Achieved
RE
University Overview
Status: Passed
Microsoft Excel
Microsoft Word
Microsoft Outlook
Microsoft PowerPoint
Skills
Service Delivery
Accomplishments
- 2022 and 2023, Achieving 120% of premium and policy count target reached. Cape Town conference
- 2019, Achieving 150%of target with most Absa Life policies sold.
- 2014, Achieving 120% of target qualifying conference to Hermanus Arabella, halfway Target to qualify Trip to New York
- 2012, No 1 Branch achiever Gauteng region. Achieving 110% of Target – Trip to Dubai
- 2011, No 1 Gauteng/ National region. Achieving Highest % over target. Attending LIMRA conference USA Achieving Highest % over target – Challenge - MSC Sinfonia cruise Achieving Highest % over target first quarter - Prizes over R10 000 Conference qualifier - Mauritius
- 2010, No 3 Gauteng region - Conference qualifier – Namibia
- 2009, No 2 Gauteng Region - Conference qualifier – Swaziland
Quarterlyvisits
- Gauteng, Quarterly
- KZN, Quarterly
Contactnumbers
082 805 2555
Link
https://zety.com/profile/kim-abdinor
Introduction
I am a 53 year old hard working, loyal and reliable individual. I use my own initiative excellent communication skills and I am able to perform under stressful conditions. I have worked with people from many different backgrounds and have an understanding and respect for cultural and religious differences that makes all of us unique. I take great pride in myself and the work I deliver and I never shy away from responsibilities. My social style is an expressive driver. I am seeking new opportunities. I have a NQF5 and RE.
References
On request
Currentlocation
North West, Stilfontein/ Klerksdorp area
Krugersdorp Westrand
I travel in between Klerksdorp and Krugersdorp mostly.
Languages
English
Advanced (C1)
Interests
Gardening and planting
Walking and hiking
Running an Air BnB part time. Bookings, house keeping and complaints
Timeline
Financial Planner – ABSA (AIFA)
ABSA
05.2016 - 08.2017
Broker Consultant – Liberty Life
Liberty Life
01.2001 - 01.2016
Momentum Life – New Business Consultant
Momentum Life
02.1998 - 03.2001
Standard Bank Of South Africa
Standard Bank
02.1990 - 01.1997
Broker Consultant – Risk Specialist ( Absa AIFA) Distribution
Absa
7 2018 - Current
Matric
04.1989
Banking
Liberty Critical Chain
LID
National Wealth Management NQF 5
Liberty Induction to Financial Planning
05.2015
FAIS, FICA, POPI, Financial Needs Analysis, Estate Planning
RE
Microsoft Excel
Microsoft Word
Microsoft Outlook
Microsoft PowerPoint
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