Darrell Steyn Email & Phone Number

Johannesburg Area, South Africa

Core Overview: Performs sales and marketing (broker) for Life, Invest, Health, Insure, and Vitality business units. Analyses portfolios, seeks out market opportunities, and tracks new trends in investment markets.Key Roles & Accountabilities: Identifies unique financial requirements of client | Provides qualified financial solutions derived from detailed analysis of client needs.  Builds and maintains client trust and relationships | Engages clients on ongoing basis… Show more Core Overview: Performs sales and marketing (broker) for Life, Invest, Health, Insure, and Vitality business units. Analyses portfolios, seeks out market opportunities, and tracks new trends in investment markets.Key Roles & Accountabilities: Identifies unique financial requirements of client | Provides qualified financial solutions derived from detailed analysis of client needs.  Builds and maintains client trust and relationships | Engages clients on ongoing basis (face-to-face and telephonically), providing financial advice, selling products and services, and dealing with related queries.  Manages and analyses portfolios, including performing risk analysis thereon.  Ensures achievement of sales targets and objectives in line with business disciplines and processes. Develops, leads, and/or participates in active sales and marketing initiatives | Identifies market opportunities.  Keeps abreast of industry developments, investment market trends, and competitor offerings. Manages information regarding inter alia new products, rate changes, rulings and training updates. Ensures compliance to processes and procedures to minimise business risk. Manages 3 direct reports, including new business developer, compliance officer, and personal assistant.  Liaises with internal departments on processing issues. Show less

Johannesburg Area, South Africa

As key individual, managed overall business operations, inclusive of staff management (including payroll) and heading up of sales and marketing | Negotiated contracts with product providers | Sold brokerage to Discovery in 2008 at P/E ratio of 2.

Started as broker selling life insurance, investment, medical aid and group risk | Built new business through extensive marketing, meeting with clients, portfolio analysis, and providing products suited to client needs.

Fais 2A Short Term Insuarnce C2A, Insurance

Fais 1A Long Term Insuarnce C1A, Insurance

Secondary Education