Pieter Du Plessis

Very detail oriented Individual looking to pursue a Career in Data

Analytics. I love coming up with practical solutions to complex problems. I am always exploring more efficient ways to get something done. Seeking to innovate and Improve is especially what led me to an interest in data and changing my career Path, through various exposures to market analytics and data modeling in the

Investment industry, I was fascinated by the possibilities held in the

Data analytics field, for the Improvement of our everyday lives. I am well versed in IOT through working closely with the Discovery Vitality model for gathering data, and am currently also in my Final year of

Studies in Informatics and Business systems.

Work History

Contact

Address

92 Letaba Avenue,Pretoria,

2022-03 -

Current

Financial Advisor

PropulsioBrokerworx,Pretoria

Helped indivWork History

Contact

Address

92 Letaba Avenue,Pretoria,

2022-03 -

Current

Financial Advisor

PropulsioBrokerworx,Pretoria

• Helped individuals and families build and executewealth management strategies based on unique goals and objectives.
• Met with clients to discuss assets,expenses and long-termand short-term investment goals to devisepersonalized financial plans.
• Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
• Assisted clientswith preparing financialplan,
• Conducting investment research and
• completing tradesand transactions to assess and meet financialgoals.
• Provided specialized financial planning support for clientswith diverse portfolios and individual needs.iduals and families build and executewealth management strategies based on unique goals and objectives.
• Met with clients to discuss assets,expenses and long-termand short-term investment goals to devisepersonalized financial plans.
• Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
• Assisted clientswith preparing financialplan,
• Conducting investment research and
• completing tradesand transactions to assess and meet financialgoals.
• Provided specialized financial planning support for clientswith diverse portfolios and individual needs.
• Finalized sales and collected necessary deposits.

2020-09 -

2022-03 Commercial and Personal Insurance Advisor PSG Konsult 

• Finalized sales and collected necessary deposits.
• Collected, analyzed and validated agencycommissions.
• Identified and solicited sales prospects in agency databases.
• Calculated premiums and established payment methods for sales.
• Remained impartial in order to adviseclients based on circumstances.
• Displayed consistent, positive attitudetowards customers, peers and otherpersonnel, even during high-stress situations.
• Demonstrated respect,friendliness and willingness to help whereverneeded

2023-02 -

Current

Certificate: PL 300-Microsoft Power Bi And Data Analyst Assoc.

Learn.Microsoft - International

2023-02 -

Current 

Certificate: Cloud Practitioner

Amazon Web Services- International

2022-01 -

Current

uSchool of Ministry Course: Leadership and Theology

Unite180uSchool of Ministry

2019-01 -

Current

Bachelor of Commerce: InformaticsAnd Business Systems

University of South-Africa - South Africa

2014-01 -

2014-10

Certificate : Project ManagementAnd PMBOK

University of Pretoria Tuks Rugby Academy- Pretoria

2009-01 -

20132High School Diploma

Hoërskool Overkruin- Pretoria

• Awarded Best Essayin District for Record Exam English Home Language
• Awarded Best Grade 11 AfrikaansHome Language Learner
• Member of SRC in Grade 11
• Elected to Deputy Head Boy in 2013
• Elected to Head Boy of the Sport Committee in 2013 where I had to oversee a number of tasks
• such as managing the school suppliesordering and delivery to all teachers on a weekly basis, creatingstrategies to increaseattendance to all
• sporting eventsand garnering greaterinterest in participation among my peers.
• Elected Captain of 7's Rugby 1st XV in 2012