Marnus Bouwer
Bloemfontein
Summary
Results-driven Distribution Specialist with strengths in broker management and business development. Develops new business opportunities, maximizing market share and enhancing client relationships. Supports advisers with product knowledge, ensuring effective operations and high retention rates.
Overview
6
6
years of professional experience
Work History
Distribution Specialist
Old Mutual
Bloemfontein, South Africa
11.2024 - Current
- Managed broker relationships through regular communication and proactive issue resolution, ensuring consistent engagement and satisfaction.
- Develop new business opportunities and grow Old Mutual's market share by maximising business submission and retention.
- Supported advisers with product knowledge, systems, applications, and day-to-day queries, enhancing their effectiveness.
Financial Advisor
Nassaux BlueStar (Pty) Ltd
Bloemfontein
01.2023 - 11.2024
- Developed financial plans to enhance investment strategies for clients., Assisted clients with retirement planning to achieve secure financial futures., Formulated investment plans to optimise client portfolios., Identified financial risks to mitigate potential losses for clients..
- Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.
- Consulted with clients to assess and meet short- and long-term financial goals.
- Resolved client queries and concerns promptly, demonstrating commitment to exceptional customer service.
Distribution Specialist
Brightrock
Bloemfontein
01.2021 - 10.2022
- Received an invitation (2021) for the top 75 Distribution Specialist award in Johannesburg.
- Monitored performance of representatives against sales targets, ensuring alignment with organisational goals.
- Assisted representatives and advisers with Brightrock product support, enhancing their service delivery.
- Recruited representatives for Brightrock, enhancing team capabilities. and financial services providers for Brightrock.
Education
Grade 12 Senior certificate - English First Additional Language, Mathematic Literacy, Life Orientation, Business Studies, Engineering Graphics and Design, Life Sciences
SENTRAAL HIGH SCHOOL
BloemfonteinSkills
- Financial Planning
- Investment Planning
- Retirement Planning
- Insurance Planning
- Risk Management
- Business development
- Performance monitoring
- Client relationship management
- Customer relationship management
Languages
English
Afrikaans
Custom
079 669 9772, marnusbouwer100@gmail.com, 11 Lindelaan, Bloemfontein, Free State, 9300, South Africa
Interests
Karate Tennis Mountain Biking Fitness Training App Design Target Shooting Gaming
Timeline
Distribution Specialist
Old Mutual
11.2024 - Current
Financial Advisor
Nassaux BlueStar (Pty) Ltd
01.2023 - 11.2024
Distribution Specialist
Brightrock
01.2021 - 10.2022
Grade 12 Senior certificate - English First Additional Language, Mathematic Literacy, Life Orientation, Business Studies, Engineering Graphics and Design, Life Sciences
SENTRAAL HIGH SCHOOL