Economics
Pieter Du Plessis
Business Development
Summary
Financial Advisor | Director at PartnerForge
With experience in the insurance and financial services sector, I currently serve as a Financial Advisor and Director at PartnerForge, where I focus on creating strategic opportunities for various role players in the Financial services sector.
My expertise spans Partnership Building, Business Consulting, Financial Advice, and Service Optimization. I’m also pursuing a Bachelor of Commerce (BCom) in Computer and Information Sciences from the University of South Africa (Unisa), combining business acumen with technical knowledge to support my professional roles.
Overview
7
7
years of professional experience
12
12
years of post-secondary education
Work History
Business Owner
PartnerForge PTY Ltd.
Pretoria
11.2024 - Current
- Actively use my experience in Networking and building Partnerships to create a referral based business, where I link my skills and Services as a Licensed financial Advisor, to other Professionals who benefit from the added service, as well as interlink their client's into my network for other services they may need.
- Create an eco-system of business related services, where companies and Professionals can have a 1-stop shop for services such as Marketing, accounting, payroll, Financial services, IT support etc.
- Current Partnerships in with Key Stakeholders in the Medical industry, including a leading Hospital group and CPD Educational institution, as well as other Financial advisors
Business Development Consultant
Discovery Limited
Pretoria
03.2023 - 11.2024
- Managed sales and business Strategies with roughly 125 new and existing Financial Advisors in this time.
- Elevated client engagement levels through regular communication updates and strategically planned touchpoints.
- Increased client base by identifying new business opportunities and developing strategic partnerships.
- Increased revenue of Clients by increasing income capacity of their current Portfolios.
- Specifically employed to open up new Distribution and sales partnerships. Introduced Partnerships with Various Attorney's, Accounting and Advisory firms,the Partnership in Progress with SAICA. and the Onboarding of Discovery insure into the Largest Short-term Insurance Quoting platform in South- Africa, to just name a few.
Financial Advisor
Propulsio Brokerworx
Pretoria
03.2022 - 03.2023
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
Commercial and Personal Insurance Advisor
PSG Konsult Ltd.
Pretoria
09.2020 - 03.2022
- Finalized sales and collected necessary deposits.
- Collected, analyzed and validated agency commissions.
- Identified and solicited sales prospects in agency databases.
- Calculated premiums and established payment methods for sales.
- Remained impartial in order to advise clients based on circumstances.
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Demonstrated respect, friendliness and willingness to help wherever needed.
Self Employed
O.S.A.C Junior Rugby Academy
Pretoria
02.2019 - 09.2020
- Developed and implemented performance improvement strategies and plans to promote continuous improvement.
- Used coordination and planning skills to achieve results according to schedule.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Collaborated with team members to achieve target results.
- Worked with customers to understand needs and provide excellent service.
- Exceeded goals through effective task prioritization and great work ethic.
Education
High School Diploma -
Hoërskool Overkruin
Pretoria 01.2009 - 12.2013
Certificate - Project Management And PMBOK
University of Pretoria Tuks Rugby Academy
Pretoria 01.2014 - 11.2014
Bachelor of Commerce - Informatics And Business Systems
University of South-Africa
South Africa 01.2019 - Current
Skills
Communication
Interests
Cryptocurrencies and Blockchain
Business Analysis
Entrepreneurship
Timeline
Business Owner
PartnerForge PTY Ltd.
11.2024 - Current
Business Development Consultant
Discovery Limited
03.2023 - 11.2024
Financial Advisor
Propulsio Brokerworx
03.2022 - 03.2023
Commercial and Personal Insurance Advisor
PSG Konsult Ltd.
09.2020 - 03.2022
Self Employed
O.S.A.C Junior Rugby Academy
02.2019 - 09.2020
Bachelor of Commerce - Informatics And Business Systems
University of South-Africa
01.2019 - Current
Certificate - Project Management And PMBOK
University of Pretoria Tuks Rugby Academy
01.2014 - 11.2014
High School Diploma -
Hoërskool Overkruin
01.2009 - 12.2013
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