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.
Socrates Bluestar And Eco Bluestar
-
Financial Planning And Excecutive AssistantSocrates Bluestar And Eco Bluestar Aug 2023 - PresentPretoria, Gauteng, South Africa
-
Business, Customer & Sales Support AdministratorSanlam - Wa Roeloffze/ Acrusure Jan 2017 - Oct 2024Pretoria, Gauteng, South AfricaExamples 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
-
Administrative & Sales Support ExecutiveMomentum Consult (Pty) Ltd Sep 2014 - Dec 2016Pretoria, Gauteng, South AfricaExamples 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 -
Service ConsultantMomentum Wealth International May 2012 - Aug 2013Johannesburg Metropolitan AreaExamples 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
-
Financial & Administration SpecialistNoble Private Portfolios Jan 2010 - Apr 2012Pretoria, Gauteng, South AfricaExamples 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 -
Financial AdvisorSanlam Aug 2005 - Dec 2009Pretoria, Gauteng, South AfricaExamples 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 -
ConsultantSanbro/Accredinet Oct 2004 - Jul 2005Examples 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
-
Administration & Sales Support AssistantRhlm Brokers And Sanlam Jul 1988 - Sep 2004Pretoria, Gauteng, South AfricaExamples 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
Annarika Herman Education Details
-
Representative -
SantamShort Term Insurance -
Financial Planning Institute South AfricaFinancial Planning And Services -
SanlamSanlam Advisor Phase 2 -
SanlamSupervisory Skills -
SanlamClient Services And Product Knowledge -
High School Port NatalGrade 12
Frequently Asked Questions about Annarika Herman
What company does Annarika Herman work for?
Annarika Herman works for Socrates Bluestar And Eco Bluestar
What is Annarika Herman's role at the current company?
Annarika Herman's current role is Executive Consultant...and so much more.
What schools did Annarika Herman attend?
Annarika Herman attended Moonstone Business School Of Excellence, Santam, Financial Planning Institute South Africa, Sanlam, Sanlam, Sanlam, High School Port Natal.
Not the Annarika Herman you were looking for?
-
Annarika Herman
South Africa
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial