Liam J Francis Email and Phone Number
If you are looking for me on other social media platforms, you won't find me ... I prefer talking to you in the queue or the elevator rather than to stand there looking at my phone while you look at yours!I love the puzzle of life so tell me about the situation and let me see if I can help ...With several years of management and industry experience with expertise in the investment and financial planning industry. I work closely with advisors and clients to develop strategies that ensure they remain on track to their goals and aspirations while providing ongoing education and knowledge in a variety of ways. Skilled in Finance, Financial Planning & Retirement Products, Business Insurance (Life insurance), Key Account Relationship Management, Training Facilitation/Coaching as well as leading cross-functional teams in achieving results.
Old Mutual South Africa
View- Website:
- oldmutual.co.za
- Employees:
- 8253
-
Regional Manager - EvergreenOld Mutual South Africa Mar 2014 - PresentPietermaritzburg Area, South AfricaRunning traditional and alternative distribution for Old Mutual.
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Area Manager - Alternative DistributionOld Mutual South Africa Sep 2013 - Feb 2014Durban Area, South AfricaOnce Alternative Distribution was built and self-sustaining, my role changed to suit the sales and distribution drive
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Account ExecutiveOld Mutual South Africa Jul 2012 - Aug 2013DurbanCreated a new business within Kwa-Zulu Natal called Alternative Distribution for Old Mutual.
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Area ManagerOld Mutual Sep 2010 - Jun 2012Durban Area, South AfricaManage a third-party marketing team focusing on Banking Segment and Specialised Investment Unit.Supported Financial Advisors in Nedbank, ABSA, Investec, BOE, Standard Bank, Firstrand, RMB in Retail, Commercial and Private Client segments. -
Sales ManagerOld Mutual Jul 2009 - Aug 2010Port Elizabeth Area, South AfricaWorked with broker sales and distribution, managing consultant and broker relationships.
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Distribution Support ManagerOld Mutual Aug 2005 - Jul 2009Operational Management, auditing, Elite client support. Product distribution.
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Intern ManagerOld Mutual South Africa Feb 2004 - Jul 2005Newcastle Area, South AfricaManager in training
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Customer Relationship SpecialistOld Mutual South Africa Jun 2002 - Jan 2004Newcastle Area, South AfricaOperations and adminstration of Sales and Distribution
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BookkeeperFinancial House Jul 1999 - May 2002Newcastle Area, South AfricaProcessing and managing Financial books and accounting practices for clients
Liam J Francis Education Details
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Nqf 6 -
Pareto SystemsBusiness And Practice Coach / Financial Services -
Nqf Level 7 -
MoonstoneFinancial Planning And Services
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Financial Planning InstituteNqf 5
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Nqf 6 Level -
Lincoln Heights Secondary School12
Frequently Asked Questions about Liam J Francis
What company does Liam J Francis work for?
Liam J Francis works for Old Mutual South Africa
What is Liam J Francis's role at the current company?
Liam J Francis's current role is Regional Manager - Evergreen @ Old Mutual | Believer & Servant | Family man | Musician | Go-to-guy | Alfred the Butler.
What schools did Liam J Francis attend?
Liam J Francis attended Milpark Education, Pareto Systems, University Of The Witwatersrand, Moonstone, Financial Planning Institute, Gordon Institute Of Business Science, Lincoln Heights Secondary School.
Who are Liam J Francis's colleagues?
Liam J Francis's colleagues are Nomsa Nomonde, Rolindi Rohlandt, Maxwell Kubheka, Mmabontsi Taukobong, Gastón Maino, Mapula Elizabeth Moloisi, Mahlangu Lucia.
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