Paul Anderson

Financial Planner - KSR Financial Services

(2025-09)

Financial Planner - SIGC Financial Planners (Pty) Ltd

(2020-11 - 2024-08)

Independent Consultant - Momentum

(2014-10 - 2020-08)

• Increase sales opportunities for all bespoke products
• Do up and cross selling of products to existing brokers
• Set up minimum standards with admin team on quotes
• Minimize cancellations through regular and pro-active dealings with clients
• Assist clients with claims related problems and report all deviations to management
• Service Clients in accordance with the Organizations Minimum Service Standards
• Assist systems designer with product set up
• Set, manage and evaluate sales targets for all brokers
• Design sales strategy plan for bespoke products
• Retain, Develop and Grow existing market share
• Provide after sales service to ensure that the new business vests
• Identify opportunities for up/cross selling and write additional business
• Promote bespoke products to short term industry
• Promote bespoke Momentum Health products, including gap cover
• Regular Networking - Identify opportunities and implement marketing and promotional activities
• Build relationships through regular contact, identifying critical decision makers with all stakeholders (client, insurers, etc)
• Keep clients informed of developments in the industry and market
• Adhere to FAIS requirements and set company procedures
• Ensure all communication with the client is in accordance with FAIS minimum standards
• General correspondence and e-mails to clients according to company standards
• Ensure that all brokers are trained on bespoke products and facilitate training requirements
• Update and revise marketing material
• Training of IFA, with regards to Momentum Health and EB value proposition
• Design sales reports and submit to line manager monthly
• Collaborate with all key stakeholders
• Communicate all product enhancements and requirements to Head of Product
• Produce monthly statistics to all brokers, quotes, conversions and income

Business Manager - Nedbank

(2012-01 - 2013-05)

To develop, retain, and manage a portfolio of Medium Business customers, thus building strong, long-term relationships. To operate in a dynamic and highly competitive market place. To identify and drive business development- both in terms of new business with existing customers as well as new customers and Key Business Introducers.

To maximize sustainable risk-adjusted portfolio contribution. Stimulate revenue growth through conquest income and drive value. To be a focal point for customers within a geographic area and/or industry/sector with expert knowledge of the operations, needs and requirements of that industry grouping and Business is banking involvement therein.

• Act as the primary named point of contact for the Customer
• Focus on driving sales and provide customized solutions to the customer
• Undertake automated credit applications
• Be the primary point of contact for strategic financial Advice/business risk and credit issues
• Be responsible for customized product solutions
• Visit and have regular interaction with target customers to monitor changing circumstances/plans/Opportunities
• Provide information and introduce new products to meet future and existing customer requirements
• Utilize feedback gained from Product/Service offerings to develop distinctive service/product offerings
• Research and follow up on potential new business
• Act as the representative face for Absa's Medium Business Banking for the sector within local markets
• Accountable to achieve sales targets
• Produce an annual customer plan
• Review Relationship Plans to create an action plan and Including input from product specialists and credit teams to ensure a co-ordinate approach from across the Group
• Identify priority customers to support delivery of maximizing risk/reward
• Update customer knowledge profile with outputs of customer visits
• Facilitate complaint resolution
• Communicate and implement any Customer feedback to improve complaints/compliments received
• Deliver a 'no surprises' approach to risk and raise cautionary notices when appropriate
• Undertake relevant training and research to develop Industry/sector knowledge where appropriate
• Develop credit solutions which are both practical and appropriate
• Complete, review, agree and sign off credit applications and recommendations
• Obtain and process financial information received
• Monitor early warning risks as given by system to reduce credit risk
• Risk monitoring and control of their portfolio, as given by systems
• Negotiate security with customers
• Know your customer
• Ensure all relevant policies and procedures are being adhered to quality of data within systems is robust
• Ensure consistent service quality
• Keep up to date with knowledge of market place, Business development activity/initiatives, competitors and people issues

Relationship Executive - Absa

(2006-10 - 2011-12)

To develop, retain, and manage a portfolio of Medium Business customers, thus building strong, long-term relationships. To operate in a dynamic and highly competitive market place. To identify and drive business development- both in terms of new business with existing customers as well as new customers and Key Business Introducers.

To maximize sustainable risk-adjusted portfolio contribution. Stimulate revenue growth through conquest income and drive value. To be a focal point for customers within a geographic area and/or industry/sector with expert knowledge of the operations, needs and requirements of that industry grouping and Business is banking involvement therein.

• Act as the primary named point of contact for the Customer
• Focus on driving sales and provide customized solutions to the customer
• Undertake automated credit applications
• Be the primary point of contact for strategic financial Advice/business risk and credit issues
• Be responsible for customized product solutions
• Visit and have regular interaction with target customers to monitor changing circumstances/plans/Opportunities
• Provide information and introduce new products to meet future and existing customer requirements
• Utilize feedback gained from Product/Service offerings to develop distinctive service/product offerings
• Research and follow up on potential new business
• Act as the representative face for Absa's Medium Business Banking for the sector within local markets
• Accountable to achieve sales targets
• Produce an annual customer plan
• Review Relationship Plans to create an action plan and Including input from product specialists and credit teams to ensure a co-ordinate approach from across the Group
• Identify priority customers to support delivery of maximizing risk/reward
• Update customer knowledge profile with outputs of customer visits
• Facilitate complaint resolution
• Communicate and implement any Customer feedback to improve complaints/compliments received
• Deliver a 'no surprises' approach to risk and raise cautionary notices when appropriate
• Undertake relevant training and research to develop Industry/sector knowledge where appropriate
• Develop credit solutions which are both practical and appropriate
• Complete, review, agree and sign off credit applications and recommendations
• Obtain and process financial information received

Certificate – Grade 12 - Kliptown Secondary School (1986)

Higher Diploma - Tax Law - R.A.U.