Lisa Wicks

Business Consultant to top producing advisors in Port Elizabeth, JBay and St Francis Bay area.

Marketing Discovery's value proposition.
Investment - local & offshore, Life Insurance -local & offshore, Banking, Short Term, Medical Aid, GAP cover and Funeral.
Completed -
COB 1 - Short term
COB 3 - Long term insurance
COB 7 - Investments
COB 9 -Health Services Benefits

• Secured high-value accounts through consultative selling, effective customer solutions, and promoting compelling business opportunities.
• Built and maintained strong client relationships to drive business growth - leveraged existing broker relationships.
• Analyzed key competitors to respond to competitive threats.
• Developed and delivered presentations to key brokerages to position products and services.
• Created sales forecasts to target daily, monthly and yearly objectives.
• Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
• Stayed current on company offerings and industry trends.

Regional Sales Manager - East London, Port Elizabeth & Garden Route +- 80 advisors / 3 Sales Teams of 10 Broker Consultants.
Responsible for the distribution and sales of Brighrock's product offering.

• Collaborated with senior executives to evaluate performance in regional area and develop strategies to expand revenue generation.
• Achieved regional sales objectives by coordinating sales team, developing successful strategies, and servicing accounts to strengthen business relationships.
• Finalized sales contracts with high-value customers.
• Generated detailed sales reports and forecasts to analyze performance and track progress.
• Participated in sales calls with direct reports to strengthen advisor relationships and uncover possible opportunities for growth.
• Effectively recruited and hired highly talented individuals bringing exceptional skills and expertise to sales team.
• Developed and maintained positive relationships with advisors in assigned sales territories.
• Collaborated cross-functionally with head office, regional and other teams nationally to maintain consistent message and experience.
• Contacted key accounts regularly and achieved high satisfaction scores by routinely re-assessing needs and resolving conflicts.

Business Development Manager of a new LISP platform, Wealthport, and marketing of their preferred Discretionary Fund Manager, Harbour Advisory.
East London, Port Elizabeth & Garden Route -+ 50 investment brokers.
We offered clients and advisors a unique combination of unit trusts, ETFs, structured products and direct offshore investing all on one platform.

• Reached out to advisors via telephone, email, and in-person presenting Wealthport's value proposition.
• Generated new business with marketing initiatives and strategic plans.
• Performed client research and identified opportunities for account growth, account penetration and market expansion.
• Monitored market trends and competitor activities to identify areas of potential opportunity.
• Represented company and promoted products at conferences and industry events.
• Achieved sales goals and service targets by cultivating and securing new customer relationships.
• Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
• Established and cultivated solid business relationships with new or existing advisors - signing up to 5 new broker contracts per month.
• Updated advisors on changes in tax laws and other regulations affecting investments.
• Researched current economic trends and investment opportunities to stay abreast of financial markets.
• Collaborated with clients to develop customized investment portfolios.

Life and Investment Business Consultant to advisors in the Port Elizabeth / JBay area.
Ensure effective marketing and drive new business growth of Old Mutual Life & Investment products.
Market Old Mutual value proposition.
Provide value as a business partner through continual professional development to enable the provision of quality business management support to advisors.

• Calculated quotes and educated advisors on Old Mutual's life insurance and various investment options.
• Capitalized on upsell opportunities within my advisors existing client base.
• Met weekly with advisors to understand their clients goals and recommend solutions to fit specific needs.
• Developed advanced product knowledge to share current information while generating and delivering product quotes.

Medical Aid Broker Consultant to+- 80 advisors in PE / JBay & Queenstown area.
Developing and maintaining strong working relationships with advisors.
Following up on brokers requests and enquiries in a timely manner and ensure service standards are met.
Presenting to both advisors and their clients the benefits of the Fedhealth offering.
Liasing with internal departments to ensure excellent customer service standards can be met.
Keeping up to date with competitor products and service offerings.