David Pender Email & Phone Number

Hemel Hempstead, Gb

Hemel Hempstead, Gb

Hemel Hempstead, England, United Kingdom

• Manage team of admin and sales staff• Implements a sales process• CRM management • Reporting on progress• Build communication strategy to various stakeholders • Coordinate and manage events• Oversee sales progress

South Africa

• Identifying the ideal customer and building and adding to Customer Relationship Manager (CRM) system• Direct Selling• Engaging with potential clients and partners• Sales process Development• Solution Selling• Staying up to date with local and industry developments• Identifying marketing platforms i.e., tradeshows• Presenting to potential clients and partners• Generating and reporting on sales targets

• Administration of company accounts • Key Account Management • Managing and developing staff • Developing and maintaining client base• Coordinating sales conferences• Budgeting and financial forecasts• Ongoing competitor analysis• New product adoption and development

Cape Town, Western Cape, South Africa

• Broker engagements • Client engagements • Year-end presentations to Vodacom• Print and radio advertisements• Marketing• Presentations and proposals

Cape Town, Western Cape, South Africa

• Sourcing products• Product research• Market research• Establishing terms and conditions of trade agreements• Client liaison

Cape Town, Western Cape, South Africa

• Selling of investments, annuities, life, and health insurance products• Provide financial planning and investment advisory services• Develop planning strategies for clients• Manage client relationships• Present strategies and research to clients• Grow business book• Prepare policy and procedure documentation

Cape Town, Western Cape, South Africa

• Attract, engage and retain new business from a portfolio of brokers• Increase broker base to enhance channel profitability• Partner with and identity the needs of brokers and provide support• Develop and implement marketing plans for competitor strategies• Analyse competitor strategies• Negotiate with intermediaries regarding level of business servicing• Provided training and product updates on regular basis• Year-end presentation training to brokers• Effective communication to all relevant parties• Escalated query resolution - email and telephonic, with internal and external stakeholders• Market and promote Discovery products and brand• Build strong relationships with brokers • Remain informed of financial markets and industry updates

Cape Town, Western Cape, South Africa

• Attract and retain new business• Present health and life insurance proposals to individual clients and employer groups• Following up on lead generations• Prospecting of new business• Analysing client’s financial needs and requirements• Providing financial management to clients and employer groups• Evaluating financial strategies available to clients• Providing reports to employer groups on a yearly basis

Cape Town, Western Cape, South Africa

• Conceptualising of project• Implementation of design, brand and budget for each project• Fundraising for community projects• Implementation of awareness campaigns for radio stations

London Area, United Kingdom

• General front office management• Overseeing a 52 capacity bed and breakfast hotel• Bookkeeping and managing of budgets• Recruitment, training and supervision of staff• Ensuing maintenance work was planned and completed on time• Marketing of hotel to potential visitors and tourists• Handling customer complaints and queries

• Marketing of business to local businesses• Placement of advertisements• Establishing administration processed and systems• Recruiting, training and supervising of staff.• Management of stock• Scheduling of staff and work rosters• Generating sales and quotations to customers

• Evaluating and compiling of personal claims• Examining of claim liabilities• Prepare and processing of claim reports• Evaluation and compiling of policies• Problem-solving with agents on conduct policies• Assisting with finalisation of claims by assessors and other relevant parties• Negotiate settlements with claimants• Reporting of any suspicious transactions or claims

Somerset West, Western Cape, South Africa

• Generating leads for potential opportunities• Meeting sales goals• Preparing reports weekly and monthly• Presenting to prospective clients

Cape Town, Western Cape, South Africa

Certificate Programme, Business Academy

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