Annarika Herman

Annarika Herman Email and Phone Number

Executive Consultant...and so much more @
Annarika Herman's Location
Pretoria, Gauteng, South Africa, South Africa
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.

Annarika Herman's Current Company Details
Socrates Bluestar and Eco Bluestar

Socrates Bluestar And Eco Bluestar

Executive Consultant...and so much more
Annarika Herman Work Experience Details
  • Socrates Bluestar And Eco Bluestar
    Financial Planning And Excecutive Assistant
    Socrates Bluestar And Eco Bluestar Aug 2023 - Present
    Pretoria, Gauteng, South Africa
  • Sanlam - Wa Roeloffze/ Acrusure
    Business, Customer & Sales Support Administrator
    Sanlam - Wa Roeloffze/ Acrusure Jan 2017 - Oct 2024
    Pretoria, Gauteng, South Africa
    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
  • Momentum Consult (Pty) Ltd
    Administrative & Sales Support Executive
    Momentum Consult (Pty) Ltd Sep 2014 - Dec 2016
    Pretoria, Gauteng, South Africa
    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
  • Momentum Wealth International
    Service Consultant
    Momentum Wealth International May 2012 - Aug 2013
    Johannesburg Metropolitan Area
    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
  • Noble Private Portfolios
    Financial & Administration Specialist
    Noble Private Portfolios Jan 2010 - Apr 2012
    Pretoria, Gauteng, South Africa
    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
  • Sanlam
    Financial Advisor
    Sanlam Aug 2005 - Dec 2009
    Pretoria, Gauteng, South Africa
    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
  • Sanbro/Accredinet
    Consultant
    Sanbro/Accredinet Oct 2004 - Jul 2005
    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
  • Rhlm Brokers And Sanlam
    Administration & Sales Support Assistant
    Rhlm Brokers And Sanlam Jul 1988 - Sep 2004
    Pretoria, Gauteng, South Africa
    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

Annarika Herman Education Details

  • Santam
    Santam
    Short Term Insurance
  • Financial Planning Institute South Africa
    Financial Planning Institute South Africa
    Financial Planning And Services
  • Sanlam
    Sanlam
    Sanlam Advisor Phase 2
  • Sanlam
    Sanlam
    Supervisory Skills
  • Sanlam
    Sanlam
    Client Services And Product Knowledge
  • High School Port Natal
    High School Port Natal
    Grade 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.

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