Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Zania Hartman

Zania Hartman

Regional General Manager

Summary

Dynamic Regional General Manager at Momentum with a proven track record in operations management and strategic planning. Enhanced regional sales performance through innovative business strategies and exceptional staff management. Known for building strong client relationships and delivering tailored solutions, driving significant customer acquisition and satisfaction.

Overview

30
30
years of professional experience

Work History

Regional General Manager

Momentum
02.2019 - Current
  • Self-motivated, with a strong sense of personal responsibility.
  • Excellent communication skills, both verbal and written.
  • Proven ability to learn quickly and adapt to new situations.
  • Skilled at working independently and collaboratively in a team environment.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Organized and detail-oriented with a strong work ethic.
  • Collaborated closely with marketing teams to develop targeted campaigns that drove customer acquisition within the region.
  • Oversaw budget management and financial planning, ensuring fiscal responsibility throughout the region.
  • Improved regional sales performance by developing and implementing strategic business plans.
  • Implemented performance metrics to evaluate employee success, guiding professional development opportunities accordingly.

Financial Advisor

Momentum Consulting
01.2017 - 01.2019
  • 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 postretirement.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.

Momentum Broker Consultant

Momentum
04.1997 - 12.2016
  • Participated in industry conferences and networking events to stay current on best practices.
  • Ensured compliance with all regulatory requirements by maintaining accurate documentation and records.
  • Enhanced client satisfaction by providing personalized investment strategies tailored to their individual needs.
  • Established long-term relationships with clients through consistent communication and exceptional customer service.
  • Streamlined processes for increased efficiency, enabling quicker response times to client inquiries and requests.
  • Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
  • Exceeded sales targets consistently by building strong relationships with clients and understanding their specific insurance requirements.
  • Streamlined the sales process by implementing effective lead generation strategies and CRM tools.
  • Established a reputation for exceptional customer service by promptly addressing client inquiries, resolving issues, and providing ongoing support throughout the policy lifecycle.

Policy Services

Sanlam
01.1995 - 03.1997
  • Self-motivated, with a strong sense of personal responsibility.
  • Excellent communication skills, both verbal and written.
  • Proven ability to learn quickly and adapt to new situations.
  • Skilled at working independently and collaboratively in a team environment.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Worked effectively in fast-paced environments.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Resolved problems, improved operations and provided exceptional service.

Education

No Degree - Regulatory Exams (RE5)

FPI
Bloemfontein
04.2001 -

No Degree - National Certificate: Wealth Management NQF L5

Momentum Group
Bloemfontein
04.2001 -

High School Diploma -

High School Bergsig
Rustenburg, South Africa
04.2001 -

Skills

Operations management

Sales leadership

Staff management

Strategic planning

Accomplishments

Qualified as a Momentum Top Performer:

Broker Consultant: 6 times.

Regional Manager: 2 times


Timeline

Regional General Manager

Momentum
02.2019 - Current

Financial Advisor

Momentum Consulting
01.2017 - 01.2019

No Degree - Regulatory Exams (RE5)

FPI
04.2001 -

No Degree - National Certificate: Wealth Management NQF L5

Momentum Group
04.2001 -

High School Diploma -

High School Bergsig
04.2001 -

Momentum Broker Consultant

Momentum
04.1997 - 12.2016

Policy Services

Sanlam
01.1995 - 03.1997

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Zania HartmanRegional General Manager