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
Bloemfontein
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
Bloemfontein
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
Bloemfontein, South Africa
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
Bloemfontein
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