Dieter Sauerbier, Cfp® Email & Phone Number

South Africa

Cape Town, Western Cape, South Africa

Portside Cape Town

I am licensed to provide advice on the following categories:Long-Term Insurance A,B1,B2 and CRetail Pension BenefitsPension Funds, excluding RetailSecurities and Instruments: SharesSecurities and Instruments: Money Market Instruments Participatory interests in Collective Investment Schemes (Unit Trusts)Foreign currency Denominated Investment InstrumentsDeposits defined in the Banks ActMy day to day activities are listed as follows:•contacting clients and setting up meetings, either within an office environment or in clients'​ homes or business premises;•conducting in-depth reviews of clients'​ financial circumstances, current provision and future aims;•analysing information and preparing plans best suited to individual clients' requirements;•completing risk analyses;•researching the marketplace and providing clients with information on new and existing products and services;•designing financial strategies;•assisting clients to make informed decisions;•researching information from various sources, including providers of financial products;•reviewing and responding to clients changing needs and financial circumstances;•promoting and selling financial products to meet given or negotiated sales targets;•negotiating with product suppliers for the best possible rates;•liaising with head office and financial services providers;•communicating with other professionals, such as estate agents, solicitors and valuers;•keeping up to date with financial products and legislation;•producing financial reports;•contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;•meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

Cape Town Area, South Africa

My day to day activities are listed as follows:•contacting clients and setting up meetings, either within an office environment or in clients'​ homes or business premises;•conducting in-depth reviews of clients'​ financial circumstances, current provision and future aims;•analysing information and preparing plans best suited to individual clients' requirements;•completing risk analyses;•researching the marketplace and providing clients with information on new and existing products and services;•designing financial strategies;•assisting clients to make informed decisions;•researching information from various sources, including providers of financial products;•reviewing and responding to clients changing needs and financial circumstances;•promoting and selling financial products to meet given or negotiated sales targets;•negotiating with product suppliers for the best possible rates;•liaising with head office and financial services providers;•communicating with other professionals, such as estate agents, solicitors and valuers;•keeping up to date with financial products and legislation;•producing financial reports;•contacting clients with news of new financial products or changes to legislation that may affect their savings and investments;•meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.

Cape Town Area, South Africa

Primary duties and responsibilities:• Sell the Med-e-Mass range of Products to the market.• Focus on Growth, meeting sales and financial targets.• Account management including relationship management, contract negotiations and SLA management. Meeting and growing revenue goals from identified, as well as allocated accounts.• Business development including the management of client requirements from identification, initiation up to the implementation of the appropriate solution through the use of project management principles.• Thorough knowledge of all business processes (internal to Med-e-Mass and healthcare in general) with the ability to analyse and use business acumen to implement the most appropriate solutions for each client.• Fully accountable for area of responsibility.• Primary contact for the corporate client/ trading partner

Pretoria Area, South Africa

Responsibilities• Responsible for achieving sales turnover – both for myself and my team.• Managing sales channels within the group. Direct, intermediary and strategic partner sales.• Maintaining, improving and management of relationships with customers.• Dealing with customer queries and complaints.• Establishing and maintaining client base to use for marketing and business development. • Quotations and sales proposals, including rate negotiations with clients• Training of Intermediaries and sales staff on all tracking products. Fleet, personal and assets.• Run internal meetings to discuss complaints received, potential new business, new orders received, new developments, etc.• Identify and develop new markets and clients. Source & cold call new clients, set up meetings and conduct face to face presentations.• Identify new trends in the tracking industry to assist with product development.• Analyse competitor performance in the market place & report back to Management/Directors, on an ongoing basis.• Planning call cycles – industrial clients.• Appointing agencies and distributors within the African continent.• Setting up sporting events for live tracking applications.

Johannesburg Area, South Africa

Responsibilities• Maintaining, improving and management of relationships with customers.• Dealing with customer queries and complaints.• Establishing and maintaining client base to use for marketing and business development purposes • Quotations and sales proposals.• Sales for Fleet management & recovery products.• Training of Tracker branches on suite of products.

Postgraduate Diploma, Financial Planning And Services, Nqf8 Pg Dip Financial Planning

Nqf6 Financial Planning, Financial Planning And Services, Advanced Certificate In Financial Planning : Nqf6

Nqf5 Financial Planning, Financial Planning And Services, Nqf5 Higher Certificate In Financial Planning

Bcom Marketing, ..., 1St Year

Subjects completed: Marketing Labor Law Accounting Economics Statistics Business Managment

Dip. It. Tech, Mcse It