Stephan Maritz
Financial Advisor
Durbanville
Summary
My name is Stephan. I am a hardworking, determined and helpful person. I am always willing to learn new skills and have experience in different fields of work. I am reliable and timely. And a good team player as well as good with socializing and talking to people.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
5
5
years of professional experience
2
2
Languages
Work History
Financial Advisor
Sanlam Life
09.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle post retirement.
- Collaborated with legal and tax professionals to offer comprehensive financial planning services. For tax planning or Buy and Sell business agreements.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Marketing and Sales Executive
Discovery
10.2023 - 09.2024
- At Discovery I was doing Direct and Digital Marketing with my Senior Marketer. I will promote the product via posts, fliers, etc. And get people a meeting with the advisor to assist them. I also onboard clients for Discovery Bank.
- Followed through with leads to close sales over phone, in office and during external consumer engagements.
- Expanded market reach by conducting thorough industry research and identifying potential new clients.
Personal Trainer
Virgin Active
09.2023 - 01.2024
- Helping clients research their goals, making sure everyone was doing the correct exercises with proper form, answering nutrition and fitness questions. I specialize in functional training, body building, weight-loss, crossfit and Youth Training.
Group Instructor
Virgin Active
09.2023 - 01.2024
- I am presenting the following classes functional training, HITT and boxing. I am also qualified for cycling. I am very comfortable with presenting classes and do it in a professional and timely matter. I put high amounts of energy in and push people to do their best.
Facility manager
Ipic Active
01.2023 - 09.2023
- I was facility manager at Ipic Active. My main job was to oversee and organize maintenance and to excute tasks or get in contractors. Other things I had to oversee is the play park, fitness and housekeeping staff as well as dealing with inquiries and complaints. I have gained a lot of leadership experience and knowledge from my team and the courses I did.
Fitness instructor
Ipic Active
08.2022 - 12.2022
- I was helping clients on the floor assisting with exercises, personal training clients, doing group classes and keeping the gym for clean. I was also involved with kids classes and coaching kids in the play park.
Waiter/Bartender
Peppa Jacks
05.2021 - 01.2023
- I was overseeing tables and making coffee, taking orders and directing bookings as well as confirming bookings. I worked under a lot of pressure and it shaped me good and made me work well in a team.
Education
Regulatory exam (RE5) -
Moonstone
01-2024
Diploma - Sport Management
Centurion Academy
01-2022
GED Matic Diploma - undefined
GED United States of America
01-2018
Skills
Investment planning
Ethical standards
Client relations
Problem-solving
Insurance decisions
Sales and marketing
Financial advising
Time management
Risk assessment
Lead generation
Critical thinking
Timeline
Financial Advisor
Sanlam Life
09.2024 - Current
Marketing and Sales Executive
Discovery
10.2023 - 09.2024
Personal Trainer
Virgin Active
09.2023 - 01.2024
Group Instructor
Virgin Active
09.2023 - 01.2024
Facility manager
Ipic Active
01.2023 - 09.2023
Fitness instructor
Ipic Active
08.2022 - 12.2022
Waiter/Bartender
Peppa Jacks
05.2021 - 01.2023
Diploma - Sport Management
Centurion Academy
GED Matic Diploma - undefined
GED United States of America
Regulatory exam (RE5) -
Moonstone