Phillip Burman
Assistant
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About
Enthusiastic and dedicated, I am a recent matriculant and currently qualifying to become a financial advisor, seeking to embark on a promising career journey. Eager to apply my academic achievements and passion for insurance and financial advice, I am committed to contributing with a fresh perspective and a willingness to learn. I bring a combination of an equanimous, detail focused and proactive approach to challenges, making me an ideal candidate for entry-level opportunities that foster growth and professional development.
Experience
Insurance Assistant/Administrator Apr 2022 - Nov 2022
Hardus Schoeman, Bloemfontein
Responsibilities
Completing Application forms for funeral, life and investment policies
Compiling and organizing clients' FICA documents.
Completing policy cancellations.
Meeting aggressive deadlines.
Education
NQF 5 in Financial Advisory and Intermediary
Services
Mar 2023 - Present
FAIS Forward Academy, Bloemfontein
National Senior Certificate
ST. ANDREW’S School Bloemfontein
