Financial Planning And Excecutive Assistant
Current
Socrates Bluestar And Eco Bluestar
Aug 2023 - Present
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Annarika Herman Email & Phone Number
Executive Consultant...and so much more
at
Socrates Bluestar and Eco Bluestar
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Socrates Bluestar and Eco Bluestar
Role
Executive Consultant...and so much more
Location
Pretoria, Gauteng, South Africa
Who is Annarika Herman? Overview
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Annarika Herman is listed as Executive Consultant...and so much more at Socrates Bluestar and Eco Bluestar, based in Pretoria, Gauteng, South Africa. AeroLeads shows a matched LinkedIn profile for Annarika Herman.
Annarika Herman previously worked as Financial Planning and Excecutive Assistant at Socrates Bluestar And Eco Bluestar and Business, Customer & Sales Support Administrator at Sanlam - Wa Roeloffze/ Acrusure. Annarika Herman holds Re5, Representative from Moonstone Business School Of Excellence.
Profile bio
About Annarika Herman
As an energetic, driven, and multi-talented professional, I have more than thirty years of experience in financial planning, sales and office management. I pride myself on my elevated knowledge of a vast number of fields within the financial industry. My ability to master challenges, and do so enthusiastically and with a solutions-orientated approach, are a testament to my organisational personality. More than that, however, I believe my quirkiness, innovativeness and creativity are amongst my most significant attributes.Of my skills on offer, the most relevant are:• My exceptional customer service skills: I am approachable and believe in a customer-first approach to problem-solving• I am adaptable and versatile: I thrive in fast passed environments• I am an active team member: I enjoy working with likeminded people and make a point of maintaining lasting relationships at all levels of business• I believe in a positive attitude and in making an actual impact on client's and colleagues' livesMy goal is to work in a stimulating environment that not only nourishes my skills and talents but one in which I can make a positive and lasting difference.
Current workplace
Annarika Herman's current company
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Socrates Bluestar And Eco Bluestar
8 roles
Annarika Herman work experience
A career timeline built from the work history available for this profile.
Business, Customer & Sales Support Administrator
Sanlam - Wa Roeloffze/ Acrusure
Examples of Achievements: • Investigating methods using software programs to improve daily operations, client communication, record keeping & data entry: increased efficiency of managementExamples of responsibilities: • Researching/recommending suitable products & benefits aligned to client’s needs ▪ Building customer relationships through timely response to enquiries ▪ Accommodating unusual requests
Jan 2017 - Oct 2024
Administrative & Sales Support Executive
Examples of Achievements: • Streamlining business processes/ services: client retention strengthened & increasedExamples of responsibilities: • Obtaining direct access to designated underwriters, product, marketing and investment specialists• Liaising with clients, management & broker consultants to better understand customer/ broker needs • Implementing efficient system/process on all regulatory and compliance procedures
Sep 2014 - Dec 2016
Service Consultant
Momentum Wealth International
Examples of responsibilities: • Leveraging extensive knowledge of products/ services• Providing investors in South Africa, the Middle East and Asia with specialist investment management & investment administration services• Understanding company products & policies to give customers expert support
May 2012 - Aug 2013
Financial & Administration Specialist
Examples of Achievements: • Using methods for improving daily operations, communications with clients, record keeping & data entry: increased efficiency and accuracy of work in various practicesExamples of responsibilities: • Identifying/ recommending new processes in managing the advisor’ practice: increasing successful conclusion of business & revenue• Building/ maintaining customer relationships through timely response to enquiries: client retention increased
Jan 2010 - Apr 2012
Financial Advisor
Examples of Achievements: • Implementing marketing strategies & planning/ organising events which increased acquisition of new clients Examples of responsibilities: • Explaining the purpose/ objectives of the financial plan • Partnering with Principal Advisor to educate clients on various financial matters• Providing professional recommendations on risk & investment opportunities
Aug 2005 - Dec 2009
Consultant
Sanbro/Accredinet
Examples of Achievements: • Focusing on a specific group of brokers who were biased towards the insurance company represented. Started in building relationships & providing excellent service: their confidence in the company was restored. Examples of responsibilities: • Scheduling appointments/ providing marketing material: increased broker knowledge • Improving quotations-comparison, products & benefits by focusing on communication
Oct 2004 - Jul 2005
Administration & Sales Support Assistant
Rhlm Brokers And Sanlam
Examples of Achievements: • Learning about products & general developments in the insurance industry: contributed to effectiveness in comparing products thereby enabling the consultant & broker to provide more comprehensive Examples of responsibilities: • Attending roadshows/ seminars of various insurance companies’ recommendations to the clients • Improving business operations & sales by attending to/ handling various marketing projects
Jul 1988 - Sep 2004
7 education records
Annarika Herman education
Re5, Representative
Commercial And Personal Lines, Short Term Insurance
Santam
Higher Cerificate In Financial Planning, Wealth Management, Financial Planning And Services
Financial Planning Institute South Africa
Certificate, Sanlam Advisor Phase 2
Sanlam
Certificate, Supervisory Skills
Sanlam
Certificate, Client Services And Product Knowledge
Sanlam
Grade 12
High School Port Natal
FAQ
Frequently asked questions about Annarika Herman
Quick answers generated from the profile data available on this page.
What company does Annarika Herman work for?
Annarika Herman works for Socrates Bluestar and Eco Bluestar.
What is Annarika Herman's role at Socrates Bluestar and Eco Bluestar?
Annarika Herman is listed as Executive Consultant...and so much more at Socrates Bluestar and Eco Bluestar.
Where is Annarika Herman based?
Annarika Herman is based in Pretoria, Gauteng, South Africa while working with Socrates Bluestar and Eco Bluestar.
What companies has Annarika Herman worked for?
Annarika Herman has worked for Socrates Bluestar And Eco Bluestar, Sanlam - Wa Roeloffze/ Acrusure, Momentum Consult (Pty) Ltd, Momentum Wealth International, and Noble Private Portfolios.
How can I contact Annarika Herman?
You can use AeroLeads to view verified contact signals for Annarika Herman at Socrates Bluestar and Eco Bluestar, including work email, phone, and LinkedIn data when available.
What schools did Annarika Herman attend?
Annarika Herman holds Re5, Representative from Moonstone Business School Of Excellence.
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