Riccardo Speelman

Hardworking and driven sales management professional equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Successful at improving sales procedures to streamline and strengthen processes. Multifaceted leader with analytical and diligent approach to building and leading strong teams. Goal-oriented manager with distinguished experience in various industries and proven leadership abilities. Expert in increasing productivity and customer satisfaction while driving revenue and sales. Committed to streamlining procedures while optimizing employee talent.

• MSD Consulting, 10/04/17, 09/17/19, Started out as a Debt Review telesales agent selling our services to over-indebted clients all over South Africa on a daily basis. Became Client Relations Manager starting a brand-new department within the company. My responsibilities included (but not limited to) salvaging lost business (Cancellations), do Confirmation and authentication of sales and Quality Assurance whilst reporting to Operations Manager, Clash between business interests and etiquette vs. Principles and personal values
• MMI Group- Metropolitan Life, 01/22/14, 10/20/16, Worked permanently as part of the best field Financial Advisors at one of the busiest offices in the whole Western Cape, Sanlam Shopping Centre then moved closer to home and was then based in Wynberg, managing my own database of new and existing clients. Attended wellness and other business events of different government departments as well as private businesses to network and market Metropolitan products. More included educating clients on Tax matters (Tax rebates qualified for, Marginal Tax Rates, Pre and Post -retirement tax provisions) as per the relevant tax legislation. Assisted with Retirement Planning (Retirement payouts, etc.), Estate Duty calculations (handling of estate). Long and Short-term insurance products that address personal and businesses assurance needs, e.g. life cover, property and vehicle insurance. To sum up: Financial Planning as a whole., Pursued other opportunities for stability and growth.
• Pick & Pay, 03/06/12, 03/08/12, Worked as a Stall Manager at one of the Pick & Pay stalls during the Cape Argus Cycling Tour which occurred for 4 days at the Good Hope Centre. My responsibilities entailed managing four staff members who had to operate tills and serve customers their items from the shelves. Had to ensure that the cash was managed properly and that there was sufficient change available, and cash up at the end of each shift. Had to manage lunch breaks of the staff, manage customer queues and so on… Basically, I managed the overall daily running of the stall under very high pressure., Was only for four days and had to pursue other permanent opportunities
• Old Mutual Sa, 11/17/08, 05/20/11, Worked permanently as part of the best in-office Financial Advisors, managing my own database consisting of new and existing clients including South Africans residing and working abroad. Duties included educating clients on Tax matters (Tax rebates, Marginal Tax Rates, Pre and Post -retirement tax provisions) as per tax legislation. Assisted with Retirement Planning (Retirement payouts, etc.), Estate Duty calculations (handling of estate). Long and Short-term insurance products that address personal and businesses assurance needs, e.g. life cover, property and vehicle insurance. To sum up: Financial Planning as a whole. Had a work laptop, fax, telephone and email., Pursue more stability and security as salary was not guaranteed.
• Old Mutual Sa, 11/17/08, 05/20/11, Sales agent in a Call Centre selling Group Schemes funeral cover and investments. Assisting clients telephonically by introducing them to smaller and less risk containing insurance and assurance products (suitable for Junior Underwriting) in addressing their financial needs. Also did Office admin duties. Had set individual, team and departmental targets to pursue (which were more than often exceeded. Update incorrect details of existing and prospective clients (data-capturing). Also, attend incoming calls pertaining to customer queries or enquiries on suitable financial products and advise appropriately (and handle those calls in a appropriate and professional manner). Correspond internally via telephone, fax, email etc., Promoted to PFA Department
• Democratic Alliance [DA], 09/06/08, 11/10/08, Was one of those who started the DA Fundraising Department in the Western Cape. Called new and existing Donors for donations towards the party’s plans (including the 2009 Elections). Had to reach set targets and had to maintain good telephone etiquette and handle all interactions in a positive and professional manner. Also had to attend weekly party caucus meetings at Head Office to discuss political developments over previous times., Started at Old Mutual as Investment Consultant (Tele Sales)
• Direct Axis, 02/04/08, 08/20/08, A Call Centre Agent (Loan Contracts Department), assisting clients telephonically by finalizing legal loan contracts telephonically with approved customers. Do general administration or office duties. Rectifying and amending all incorrectly-captured details and referring various applications for re-assessing. Also attend incoming calls relating to customer queries before referring them to customer care. Communicate internally via telephone, fax, email etc. Interact frequently with other departments., 6 month contract ended
• Old Mutual Healthcare, 10/16/06, 10/31/07, As a Customer Care Consultant attending inbound calls from members of almost 10 medical aid schemes daily in adherence with productivity standards. Communicate internally and externally via telephone, fax, email etc. Discuss Benefit information, Registration, Scheme rules and refer customers to various departments by call transfers. Do follow-ups on various matters concerning claims, chronic medication, hospital authorizations, etc. Assist the Claims department with, amongst others, the processing of backlog claims to sustain efficiency. Perform normal administration duties., Prospective new employment opportunity
• Flexi Cell, 01/12/06, 05/05/06, Outbound Telesales Agent following up on referred leads and converting those to Sales. Perform Customer Service functions and general administrative duties., Better opportunity came up and company practices
• Standard Bank SA, 04/12/02, 06/03/05, Performed all functions from Customer Service or Enquiries to Bank Teller functions such as data-capturing (capturing Cash and Cheque Deposits, Local and Foreign withdrawals, Handle and balance Bulk Cash-holdings). Also, to identify and sourcing new clients as well as refer existing clients for upgrades (cross-selling) and refer leads for Long and Short-term insurance, Vehicle & Asset finance, Home loans, Personal loans and Credit Card products. Perform general Admin duties., Pursue career in Music after winning the Standard Bank WC Talent Competition in Western Cape
• Gray Security Services, 12/16/99, 04/05/02, Was a Patrolman with responsibilities of guarding property and assets, conduct access control at various sites such as Arts Cape and De Beers Marines. Perform search duties as well as daily record keeping and recording of occurrences or incidents. Inspect safety equipment such as fire extinguishers, water pipes, emergency exits and security alarms on a regular basis. Telephone handling as well as reception duties at some sites. Had to do armed patrol on diamond mines in the Northern Cape. Do CCTV monitoring and site inspection. From time to time would have to perform 1st Aid in cases of emergency., Pursue career in banking at Standard Bank SA.

• Date of Birth: 09/14/80
• Nationality: SA Citizen by Birth

• Leticia Swartz, Team Leader (Democratic Alliance), 0744150266
• Shafeeqa Dollie, HR (Old Mutual SA), 021-509 2112 / 082 880 7733
• Dean Hendricks, Manager (Metropolitan Life -False Bay branch), 021-762 4824 / 0741680630