Marcell Clack
Employee Benefits Consultant
Cape Town
Summary
Driven Broker Consultant with a positive attitude and a passion for first-rate customer service. Strong work ethics and the ability to manage and push myself to achieve my goals. Being in the insurance industry for 15 years in various capacities it has given me the necessary experience to solve problems, communicate in an effective manner and have an overall understanding of investments, risk, corporate benefits, medical aid and fiduciary services. This equips me to become an integral partner in an advisor's business and add value all around.
Overview
16
16
years of professional experience
2
2
Languages
Work History
Employee Benefits Consultant
Momentum
11.2021 - Current
- Build passionate, meaningful partnerships around our employee benefits products that will stand the test of time with independent financial advisers.
- Build strong relationships with all sales and distribution role players thus the investment consultants, retail consultants and the regional managers in order to new referrals.
- Increase production and meet sales targets. Focus on retention and growth of FundsAtWork benefits.
- Assist with client proposals and comparisons that lead to a presentation of our products and value-proposition.
- Help with member presentations where necessary and position the need and importance of retirement planning.
- Be the preferred product and services supplier.
- Assist with one - on - one sessions to promote our brand to the advisors but also selling our unique features to the consultants.
Business Development Consultant
Simply Financial Services
9 2019 - 10.2021
- Employed to grow a new broker distribution channel
- Find new strategic partners to sell and promote Simply's products to financial advisors
- Provide training and upskill advisors on processes and systems to be used
- Building meaningful relationships with the advisors and to be their preferred partner.
Office Manager
RBS Health and Wealth
02.2018 - 08.2019
- Office manager / Paraplanner for 2 financial advisors
- Administer employee benefits, thus managing the monthly payroll for each fund
- Assisting with medical aid queries / additions and withdrawals
- Handling of member exits such as withdrawals / transfer of provident funds
- Submission of claims
- General admin, processing and submitting of new business
- Following up with service providers and providing feedback to all stakeholders
- Building relationships with clients to ensure best possible service and client retentions
- Overseeing and checking compliance documents.
Franchise Partner
Finnergy Pty Ltd (Liberty Franchise)
05.2017 - 01.2018
- 40% Shareholding in a small Liberty Franchise
- Main objective is improving poor sales performance
- Development and implementation of new strategies
- Attending management meetings and provide clear communication from senior management to employees
- Having regular Individual broker consultant development meetings
- Joint calls and prospecting to assist with new brokers and creating new opportunities for consultants
- Solve problems and provide feedback timely.
Insurance Broker Consultant
Veracy (Pty) Ltd - Liberty
05.2015 - 03.2017
- Meet sales targets set by management
- Manage my broker panel and daily activities in order to get new business
- Provide training to advisors and assistants on products and systems
- Assist with marketing campaigns and initiatives on Liberty's unique selling features
- Become a partner in each broker's business.
Marketing Advisor
Momentum
02.2011 - 08.2014
- Expanding the size of my broker panel by doing the necessary prospecting, being a brand ambassador
- Providing training on the entire product line to existing and new advisors
- Provide daily feedback on business submitted and getting business issued in a timely manner
- Time Management
- Keeping up with trends and new legislation as knowledge is of utmost importance.
Insurance Broker Consultant
Discovery
01.2010 - 01.2011
- Review new business pipeline, follow-up and track all new business
- Liaise with relevant parties in order to ensure business is issued
- Provide quotations on all relevant product lines
- Technical training on products, Risk, Investments and Medical aid
- Doing competitor analysis in order to position Discover effectively
- Cross-sell in order to meet targets
- Dealing with queries and service issues
- Work on sales and marketing initiatives.
Insurance Broker Consultant
PIC Property Syndications
03.2008 - 12.2009
- As the only consultant in Johannesburg my role was to grow and expand a broker distribution channel
- Cold calling to secure new appointments to present the product offering to new prospective brokers
- In-depth training and analysis of investments
- Positioning of products in comparison to mainstream investment offerings
- Assisting with joint calls to clients and presenting a niche market solution
- Creating sales and marketing campaigns.
Education
POSTGRADUATE DIPLOMA IN FINANCIAL PLANNING -
University of the Free State
B.COM HONORS MARKETING MANAGEMENT - undefined
University of Pretoria
NATIONAL CREDIT ACT SHORT COURSE - undefined
IDA - Independent Dealership Association
REGULATORY EXAMINATION CERTIFICATE - undefined
Moonstone Regulatory Examination Body
REGULATORY EXAMINATION CERTIFICATE - undefined
Moonstone Regulatory Examination Body
Skills
- Product expertise
- Advisor Sales Training
- Marketing
- Investment, Risk, Medical Aid and Group Risk Experience
Self Motivation
Effective Communication
Professional Demeanor
Teamwork and Collaboration
Reliability
Timeline
Employee Benefits Consultant
Momentum
11.2021 - Current
Office Manager
RBS Health and Wealth
02.2018 - 08.2019
Franchise Partner
Finnergy Pty Ltd (Liberty Franchise)
05.2017 - 01.2018
Insurance Broker Consultant
Veracy (Pty) Ltd - Liberty
05.2015 - 03.2017
Marketing Advisor
Momentum
02.2011 - 08.2014
Insurance Broker Consultant
Discovery
01.2010 - 01.2011
Insurance Broker Consultant
PIC Property Syndications
03.2008 - 12.2009
Business Development Consultant
Simply Financial Services
9 2019 - 10.2021
POSTGRADUATE DIPLOMA IN FINANCIAL PLANNING -
University of the Free State
B.COM HONORS MARKETING MANAGEMENT - undefined
University of Pretoria
NATIONAL CREDIT ACT SHORT COURSE - undefined
IDA - Independent Dealership Association
REGULATORY EXAMINATION CERTIFICATE - undefined
Moonstone Regulatory Examination Body
REGULATORY EXAMINATION CERTIFICATE - undefined
Moonstone Regulatory Examination Body
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