Tolokazi Kiviet

Responsibilities and Achievements

Provide advice on specific range (accreditated products) on specific range of products to a specific allocated market.
Accountable for achieving results through own efforts, and complete understanding of customer's personal and financial circumstances.
Client service.
I have excelled in my role as the financial Advisor.
Firstly was the first Academy to be the top 25 regional premilinary qualify
Regions Top 10 advisor
One of the recognised risk writer in the region. 
As I am working on my Credits with Milpark I have developed passion for Retirement annuity and Tax implications. I would love to work for one of South Africa's fund administrators as I understand Pensions well. I just saw this post now on workday and to my surprise closing date is today. And could'nt let the opportunity pass me by 
I have even googled all the retirements administrators we have in SA as I would love to further my career on this field. 

• Complying to the provisions of the Pension Funds Act and the Rules of the Fund.
• Ability to understand, interpret & apply various pieces of legislation to sets of facts. 
• Probing skills & ability to interrogate information through professional interviews.
• Consistent compliant process execution 
• Honesty, intergrity and good standing
• Customer centric
• Attends to objections received from dependents/nominees/interested parties by writing explanatory letters in which the Pension Funds Act and the benefit allocation decision are explained.
• Consults with legal advisers & the liaison to the Death Claims Sub-committee regarding complex and technical-legal matters.

Still working to further Higher Certificate in Financial Planning with Milpark business and only left with 1 module which is Pension fund administration Module. and will be doing on the 1st 2024 Semester