Heinrico Maree

I am a young yet mature & energetic individual who has been and still is fully committed to my education. I am very dedicated & take pride in my work. I am confident & articulate with commended ability to work with others to achieve set outcomes. I am self- motivated with the willingness to learn & develop professionally. My key strengths include strong attention to detail, excellent interpersonal skills, conflict management skills, problem solving, task allocation & supervision.My goal is to secure a challenging position in a reputable organization to expand my learnings, knowledge, and skills. I’d love to work in a position where I can utilize my interpersonal skills to achieve goals in a company that focuses on customer satisfaction and customer experience. I will be pursuing further studies in 2023

DISCOVERY (2018 - 2019) Discovery Financial Consultant Duties Duties performed was financial needs analysis for short and long-term goals for clients, researching marketplace for investments and recommending the most appropriate products and services available ensuring that my clients were aware of products that best matched their needs, medical needs analysis. Short-term insurance, attending to clients and performed all my administrative duties, submitted applications for new business. Booking appointments with clients, showing what the benefits of holistic financial planning can involve in planning towards saving and the future goals such as retirement planning to my clients, the benefits of integration and having all your financial need products at one financial company. Financial day to day activities, as well as doing Vitality, applications, Discovery Credit Card application. Did all Discovery Financial Products available to the company. (Reason for leaving: Moved from Pretoria to Port Elizabeth) BRIGHTROCK – LIFE INSURANCE Distribution Specialist (January 2020 – June 2021) Duties Recruitment of new representatives and financial service providers, Assisting representatives and financial service providers with Brightrock product Support (sharing product knowledge, doing quotations, helping with queries,) Monitoring the performance of those representatives linked to you against preestablished sales targets. (Reason for leaving: A better opportunity was offered to me by OUTsurance)OUTSURANCE Commercial Broker (June 2021 – June 2022) Duties Building my own business insurance portfolio: Providing on-going advice, service & support to my client base in line with FAIS requirements. Pro-actively selling OUTsurance’s variety of business insurance products, supported by personal lines offerings & reaching monthly sales targets. Prospecting to businesses. Attending scheduled training courses, successfully achieving the required number of credits & being fit & proper to provide services as a Representative of an FSP. (Reason for leaving: Headhunted by Auxilium Risk Solutions) AUXILIUM RISK SOLUTIONS Commercial Short-Term Insurance Broker Duties Building my own business insurance portfolio: Providing on-going advice, service & support to my client base in line with FAIS requirements. Pro-actively selling a variety of business insurance products, supported by commercial & personal lines offerings & reaching monthly sales targets. Prospecting to businesses. Attending scheduled training courses, successfully achieving the required number of credits & being fit & proper to provide services as a Representative of an independent FSP.

Matric

Regulatory Exam 5