Jason Sean Julius Email & Phone Number

Johannesburg, Gp, Za

South Africa

• Drive and achieve net profit growth targets for the business, ensuring sustainable financial success.• Establish, align, and manage target and budget goals, maximizing cost efficiency and effectively controlling expenses across functional areas.• Collaborate with national management to enhance customer service processes and support structures, improving the client VP.• Provide exceptional service that exceeds customer expectations, offering proactive and innovative solutions to… Show more • Drive and achieve net profit growth targets for the business, ensuring sustainable financial success.• Establish, align, and manage target and budget goals, maximizing cost efficiency and effectively controlling expenses across functional areas.• Collaborate with national management to enhance customer service processes and support structures, improving the client VP.• Provide exceptional service that exceeds customer expectations, offering proactive and innovative solutions to high-net-worth clients.• Manage and expand portfolio by nurturing existing client relationships, fostering loyalty, and generating leads through referrals.• Strategically grow the active customer account base through corporate partnerships, affiliations, and targeted marketing initiatives.• Identify and leverage cross-selling opportunities within the business portfolio, strengthening client relationships within the FirstRand ecosystem.• Track, influence, and guide sales activities to achieve predetermined sales targets for the team.• Execute projects aligned with strategic objectives, implementing control systems to track progress and ensure operational execution.• Ensure compliance with governance, legislative, and audit requirements, upholding corporate governance standards.• Monitor and improve sales efficiency, optimizing sales activities and processes.• Conduct competitor analysis and market research to optimize market intelligence and identify new business opportunities.• Plan, execute, and measure campaign success, monitoring costs and benefits while maintaining operational accountability.• Compile accurate sales statistics, prepare sales reports, and create dashboards for effective tracking and management.• Mentor private banking frontline staff, enhancing performance-oriented strategies and customer service techniques.• Supervise employees, assess performance, identify training needs, and develop plans for process efficiency and improved client experience. Show less

Fairlands

• Drive and achieve net profit growth targets for the business, ensuring sustainable financial success.• Establish, align, and manage target and budget goals, maximizing cost efficiency and effectively controlling expenses across functional areas.• Collaborate with national management to enhance customer service processes and support structures, improving the client VP.• Provide exceptional service that exceeds customer expectations, offering proactive and innovative solutions to… Show more • Drive and achieve net profit growth targets for the business, ensuring sustainable financial success.• Establish, align, and manage target and budget goals, maximizing cost efficiency and effectively controlling expenses across functional areas.• Collaborate with national management to enhance customer service processes and support structures, improving the client VP.• Provide exceptional service that exceeds customer expectations, offering proactive and innovative solutions to Affluent clients.• Manage and expand portfolio by nurturing existing client relationships, fostering loyalty, and generating leads through referrals.• Strategically grow the active customer account base through corporate partnerships, affiliations, and targeted marketing initiatives.• Identify and leverage cross-selling opportunities within the business portfolio, strengthening client relationships within the FirstRand ecosystem.• Track, influence, and guide sales activities to achieve predetermined sales targets for the team.• Execute projects aligned with strategic objectives, implementing control systems to track progress and ensure operational execution.• Ensure compliance with governance, legislative, and audit requirements, upholding corporate governance standards.• Monitor and improve sales efficiency, optimizing sales activities and processes.• Conduct competitor analysis and market research to optimize market intelligence and identify new business opportunities.• Plan, execute, and measure campaign success, monitoring costs and benefits while maintaining operational accountability.• Compile accurate sales statistics, prepare sales reports, and create dashboards for effective tracking and management.• Mentor private banking frontline staff, enhancing performance-oriented strategies and customer service techniques.• Supervise employees, assess performance, identify training needs, and develop plans for process efficiency and improved client experience. Show less

Melrose Arch

• Client Relationship Management: Effectively managed client relationships, addressing their needs, providing personalized solutions, and maintaining a high level of customer satisfaction.• Revenue Generation: Successfully generated revenue through business growth initiatives, strategic partnerships, and effective sales strategies.• Team Leadership: Led and developed a high-performing team, promoting collaboration, setting clear goals, and fostering a positive work… Show more • Client Relationship Management: Effectively managed client relationships, addressing their needs, providing personalized solutions, and maintaining a high level of customer satisfaction.• Revenue Generation: Successfully generated revenue through business growth initiatives, strategic partnerships, and effective sales strategies.• Team Leadership: Led and developed a high-performing team, promoting collaboration, setting clear goals, and fostering a positive work culture.• Competitive Analysis: Conducted thorough market research and analysis to identify competitive strengths and weaknesses, enabling informed decision-making and staying ahead of competitors.• Operational Efficiency: Implemented efficient processes and streamlined operations, maximizing productivity and minimizing costs.• Compliance Oversight: Ensured adherence to regulatory requirements, implemented compliance protocols, and maintained a strong compliance culture within the business unit.• Performance Tracking: Established performance metrics and tracking systems to monitor progress, identify areas for improvement, and make data-driven decisions.• Stakeholder Communication: Regularly communicated with stakeholders to provide updates on business performance, address concerns, and foster strong relationships.• Continuous Learning: Kept abreast of industry trends, emerging technologies, and best practices, investing in professional development to stay current within the asset protection sector.• Reporting and Analysis: Prepared accurate and insightful reports, providing actionable insights to management and supporting strategic decision-making.• Continuous Improvement: Encouraged a culture of continuous improvement, fostering innovation, and seeking out opportunities for business and process enhancements.• Adaptability and Problem-solving: Demonstrated adaptability in a dynamic business environment, effectively solving problems and making timely decisions to overcome challenges. Show less

Sandton

• Team Management: Oversaw a team of Sales Managers, Team Leaders, administrators, interns, and specialist Advisors, totalling 75 reports. Provided guidance, coaching, and performance management to ensure team success.• Business Development Strategy: Formulated, implemented, and executed a comprehensive business development strategy aligned with the group's overall strategy, driving growth and achieving targets.• Compliance Management: Led compliance efforts by attending all compliance… Show more • Team Management: Oversaw a team of Sales Managers, Team Leaders, administrators, interns, and specialist Advisors, totalling 75 reports. Provided guidance, coaching, and performance management to ensure team success.• Business Development Strategy: Formulated, implemented, and executed a comprehensive business development strategy aligned with the group's overall strategy, driving growth and achieving targets.• Compliance Management: Led compliance efforts by attending all compliance audits and signing off compliance reports, ensuring adherence to regulations and compliance standards.• Stakeholder Engagement: Liaised with corporate stakeholders, product providers, and key account managers, building and maintaining strong relationships to support business objectives.• Team Recruitment and Training: Recruited, trained, and managed a team of advisors and administrators, focusing on coaching and performance management to enhance individual and team effectiveness. Show less

Sandton

• Team Management: Managed a team of specialist Advisors, supervising 30 reports. Provided coaching and guidance in successful selling methodologies and encouraged cross-selling for revenue growth.• Customer Relationship Management: Maintained relationships with existing customers and identified new prospects by understanding their needs and offering appropriate services. Resolved customer issues promptly to close deals and enhance client satisfaction.• Sales Success: Closed profitable… Show more • Team Management: Managed a team of specialist Advisors, supervising 30 reports. Provided coaching and guidance in successful selling methodologies and encouraged cross-selling for revenue growth.• Customer Relationship Management: Maintained relationships with existing customers and identified new prospects by understanding their needs and offering appropriate services. Resolved customer issues promptly to close deals and enhance client satisfaction.• Sales Success: Closed profitable sales deals by employing strong negotiation and persuasion skills, consistently driving revenue generation. Cultivated solid business relationships with both new and existing customers. Show less

Pietermaritzburg Area, South Africa

• Needs Analysis and Recommendations: Evaluated the needs and financial situations of business and individual customers, providing tailored policy recommendations to meet their requirements.• Marketing and Sales Strategy: Developed effective marketing strategies to promote new insurance contracts and suggested enhancements or modifications to existing policies. Achieved record-breaking sales through group presentations and e-marketing campaigns.• Client Engagement: Built rapport with… Show more • Needs Analysis and Recommendations: Evaluated the needs and financial situations of business and individual customers, providing tailored policy recommendations to meet their requirements.• Marketing and Sales Strategy: Developed effective marketing strategies to promote new insurance contracts and suggested enhancements or modifications to existing policies. Achieved record-breaking sales through group presentations and e-marketing campaigns.• Client Engagement: Built rapport with prospective clients through face-to-face meetings, telephone conversations, and email correspondence. Utilized sales tactics and client relationship building techniques to consistently achieve monthly, quarterly, and annual sales goals.• Performance Tracking and Reporting: Prepared detailed reports for management to track performance and sales outcomes. Reviewed insurance applications for compliance and negotiated with underwriters to secure improved coverage and rates for clients. Show less

Pietermaritzburg Area, South Africa

• Financial Needs Assessment and Policy Recommendations: Evaluate customer needs and propose individualized policy recommendations to meet their insurance requirements.• Marketing Strategy: Develop effective marketing strategies to promote insurance contracts and suggest policy additions, increasing customer engagement and sales opportunities.• Sales Campaigns and Presentations: Design and execute successful sales campaigns and presentations to effectively communicate policy features… Show more • Financial Needs Assessment and Policy Recommendations: Evaluate customer needs and propose individualized policy recommendations to meet their insurance requirements.• Marketing Strategy: Develop effective marketing strategies to promote insurance contracts and suggest policy additions, increasing customer engagement and sales opportunities.• Sales Campaigns and Presentations: Design and execute successful sales campaigns and presentations to effectively communicate policy features and benefits, driving insurance sales.• Client Acquisition: Seek out new clientele through various communication channels, expanding the customer base and generating leads for potential sales. Show less

Pietermaritzburg Area, South Africa

• Manage all staff-20 Reports: 8 Financial Advisors, 8 External Sales Consultants, 4 Administrative Staff• Recruit, train and manage the team of advisors and administrators - coaching and performance management.• Introduced new methods, practices, and systems to reduce turnaround time.• Create, negotiate and close all category 1 product sales.• Developed and maintained relationships with customers and suppliers through account development.• Managed budget implementations… Show more • Manage all staff-20 Reports: 8 Financial Advisors, 8 External Sales Consultants, 4 Administrative Staff• Recruit, train and manage the team of advisors and administrators - coaching and performance management.• Introduced new methods, practices, and systems to reduce turnaround time.• Create, negotiate and close all category 1 product sales.• Developed and maintained relationships with customers and suppliers through account development.• Managed budget implementations, employee reviews, training, schedules, and contract negotiations.• Maximized operational excellence mentoring personnel on management principles, industry practices, and company procedures.• Implemented operational strategies and effectively built customer and employee loyalty. Show less

Pietermaritzburg Area, South Africa

• Team Management: Manage a team consisting of 2 Team Leaders, 24 Sales Consultants, and 10 Administrative/QA Staff, ensuring efficient operations and performance excellence.• Operational Strategies: Implement operational strategies to enhance efficiency and build customer and employee loyalty, leading to improved business outcomes.• Coaching and Mentoring: Maximize efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and… Show more • Team Management: Manage a team consisting of 2 Team Leaders, 24 Sales Consultants, and 10 Administrative/QA Staff, ensuring efficient operations and performance excellence.• Operational Strategies: Implement operational strategies to enhance efficiency and build customer and employee loyalty, leading to improved business outcomes.• Coaching and Mentoring: Maximize efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures, and technology systems.• Budget Management and Personnel Supervision: Manage budget implementations, conduct employee evaluations, and oversee contract details. Drive operational excellence by mentoring personnel on management principles, industry practices, and company procedures.• Business Growth and Strategic Planning: Drive year-over-year business growth while leading operations, strategic vision, and long-range planning to achieve organizational objectives. Show less

Durban Area, South Africa

Sales

Ixopo

Sales

Pietermaritzburg Area, South Africa

Sales

Post Graduate Diploma In Financial Planning, Financial Planning And Services, Nqf8

Bachelor Of Commerce (B.Com.), General Management, Nqf7

Activities and Societies: UNISA Alumni

First Level Regulatory Examination, : Fsp'S (Sole Proprietors) And Key Individual In Catergories 1,2,2A,3,4

RE:1

First Level Regulatory Examination, Representatives

RE: 5

Matric

Activities and Societies: Debate Team, Swimming, Hockey