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.
• 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;

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;

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.

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.

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.

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