Summary
Overview
Work History
Education
Skills
Achievements
References
Timeline
Generic

Margo Briant

Senior Broker Consultant
Johannesburg

Summary

Accomplished Senior Broker Consultant at Capital Legacy with a strong focus on business development, relationship management, and fiduciary partnerships. Adept at crafting client proposals, delivering comprehensive product training, and driving skills development initiatives to support overall business objectives and generate sales. Proven ability to foster strong client relationships and provide strategic business support, ensuring sustained growth and success in a competitive market.

Overview

6
6
years of professional experience

Work History

Senior Broker Consultant

Capital Legacy
4 2021 - Current
  • Create valuable business partnerships to enhance the business.
  • Prospecting, negotiating & closing skills.
  • Assist with the on-boarding process and relationship management
  • Provide growth, maintenance, and correct support to all supporters on my panel or those who may become a part of my panel.
  • Successfully market the product and deliver relevant training providing strong leadership and direction.
  • Identify opportunities for campaigns & identify potential clients.
  • Train and upskill my your panel on deceased estates.
  • Identify a correctly drafted Will and the associated real cost of dying.
  • Assist in the knowledge extension on the benefits of Capital Legacy's indemnification solution.
  • Ability to provide feedback to manager in form of reports.
  • Technical training of and ongoing product support to Financial Advisors.
  • Query management and providing information on a range of sales and service issues.

Business Consultant

Discovery
12.2018 - 03.2021
  • Specialist in the Discovery Health, Invest, Life & Short Term Insurance products
  • Prepare proposals, competitor analysis, economic research, skill development and overall business support to all financial advisors on my panel to manage in order to achieve given sales targets.
  • Assist with the on-boarding process and relationship management.
  • Provide technical training and ongoing training to all Financial Advisors.

Investment & Venture Analyst

Grovest Corporate Advisory
1 2018 - 12.2018
  • Specialised in Section 12J investment and companies
  • Performing due diligence on potential Section 12J funds, building macros for these funds for viability testing and structuring these potential funds into a Section 12J structure.
  • Evaluated financial models to assess growth potential and risk factors in prospective investments.
  • Identified promising investment opportunities by conducting market research and competitive analyses.
  • Created and maintained precise and accurate models, charts and reports.
  • Participated in client meetings to discuss financial analysis and investment strategies.

Education

Bachelor of Commerce Honours - Financial Economics And Investment Management

University of The Free State
04.2001 -

Bachelor of Commerce - Law And Economics

University of The Free State
04.2001 -

Skills

Team Leadership Qualities

Problem Solving

Financial & Analytical Analysis

Sales strategy development

Networking and relationship building

Goal-oriented mindset

In-depth industry knowledge

Research and Development

Time Management

Achievements

Capital Legacy:

  • Senior Status

Discovery:

  • High Performance Bonus
  • Gold Seal (Top 20)

Academic:

  • Certificate of Merit
  • Matric Leadership Project Leader


References

Available on request.

Timeline

Business Consultant

Discovery
12.2018 - 03.2021

Bachelor of Commerce Honours - Financial Economics And Investment Management

University of The Free State
04.2001 -

Bachelor of Commerce - Law And Economics

University of The Free State
04.2001 -

Senior Broker Consultant

Capital Legacy
4 2021 - Current

Investment & Venture Analyst

Grovest Corporate Advisory
1 2018 - 12.2018

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Margo BriantSenior Broker Consultant