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Results-driven Sales and Regional Manager with over 15 years of progressive experience in the insurance and financial planning industries. Proven success in leading high-performance teams, achieving sales growth of up to 60%, and consistently exceeding targets through strategic planning, coaching, and customer engagement. Recognized for fostering long-term client relationships, driving operational efficiency, and leading with integrity in both corporate and franchise environments.
Franchise Principal at Old Mutual (Jonamy Franchise) (2024-05 – 2025-03)
Took over operational leadership and compliance as the sole appointed Franchise Principal. Signed off on business, led a team of advisors, and ensured full FAIS compliance. Reason for leaving: The structure changed over time; seeking a more stable, long-term leadership opportunity.
Sales Manager at Assupol Life Ltd (2023-03 – 2024-04)
Directed regional sales operations and exceeded performance targets. Boosted client retention by 25% and regional sales by 18% through coaching and strategic planning. Reason for leaving: Transitioned into a Franchise Principal opportunity to grow leadership experience further.
Sales Manager at Sanlam (2020-01 – 2023-02)
Managed a successful team of advisors and implemented client-focused sales strategies. Improved client retention and contributed to consistent annual growth. Reason for leaving: Ready for a new leadership challenge in a more dynamic environment.
Manager at Metropolitan Life (2016-10 – 2022-02)
Oversaw regional compliance and operations, spearheaded product launches, and led high-performing teams. Reason for leaving: Wanted to focus more directly on sales leadership and measurable growth.
Financial Planner at Old Mutual Life Assurance (2014-03 – 2016-09)
Provided full-spectrum financial planning and built strong client portfolios through tailored advice. Reason for leaving: Ready to step into management and lead teams.
Financial Planner at Metropolitan Life (2011-03 – 2014-03)
Advised clients on investment and life insurance products; consistently exceeded sales targets. Reason for leaving: Sought new growth in a larger financial institution.
Call Centre Agent at TP South Africa Trading
Cashier at Shoprite Checkers Pty Ltd
Advanced Diploma in Management – Milpark Business School (2024)
Higher Certificate in Management – Milpark Business School (2023)
Higher Certificate in Financial Planning – Milpark Business School (2016)
Advanced Diploma in HR Management – MSC College (2008)
