Genl Delarey Straat 27,
|Languages||Afrikaans en Engels (in order of proficiency)|
|Fax||086 650 8652|
|RFP 2, ND Personal Managment, Diploma in Credit management, FA Bussines Assurance, FA Estate Planning, FA Investment management and other normal Assurance courses|
|Life and Disability|
FOCUSBusiness Assurance, Investments, Life and disability assurance, medical schemes
OTHER COMPANIES REPRESENTED
Mutual & Federal, Santam, Munimed, Resoulution Health, Genesis, Medihelp and Spectramed
25 years banking experience that include 6 years as Credit Manager and 3 years as Marketing Manager and 3 more years in marketing. That gave me a good financial background where I have to deal with a high level of financial and legal facts by working together with Accountants, Attorneys and Business People, sometimes on Corporate level. I also get involved with the insurance industry during that time.
After I left the banking industry, I got more involved with Insurance and got specialised in Business Assurance, Investments and Medical Schemes and acquired several group contracts with different Companies. That also means a lot of traveling because my clients are spread over the country,from the Botswana Border up to Belville and Stellenbosch on the one side to the border of the Northern Province on the other side, but with the technology today most of the information and work can be done securely and effectively.
To me, my client and his/her needs are always important. I deal with the companies that I represent with respect too. I will always try to go that extra mile and learn more to solve my clients needs.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R20000.00
Recurring monthly: R300.00
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||1|
|Indemnity insurance||Insurance: yes