Mark Sinclair Email & Phone Number

Johannesburg, Gp, Za

ordinator/New Business: IMS and AssociatesAdministration - Process and finalise: Monthly Medical Aid and Provident Fund Billings for corporate clients. Payment of client surrenders/cancellations/re-purchases. Broker appointments for clients Retirement maturities and death claims. Investment fund switches. New business for all life, investment and medical aid companies. Tax certificates (Individual and corporate). Bank and debit order changes. Investigate and confirm to clients/brokers all queries relating to: Taxation/Investments/Estate Planning/ Claims processes/Retirement planning/Policy wording/Legal entities. Will applications and amendments.Compliance: Process and ensure New business, cancellation and disclosure registers updated. Risk Management plan updated. INSETA quarterly returns and payments All compliance required by FSB for Key Individuals and Representitives, as well as credit requirements. Quarterly compliance meetings with Masthead. Ensure all staff comply with updated FSB regulations and FICA requirements. Conflict of Interest, Disaster Management Plan and termination of Agreement reports updated. All broker contracts and accreditations with all companies.

Edenvale

Cold canvassing and product marketing to potential clients. Preparing FNA's for clients with product recommendations comparing all companies, including Life, Short term,Medical Aid and Investment houses. Initiate product selection and finalise new business. Provide clients with advice on Estate Planning/ Retirement/ Financial Planning and policy structures. Ongoing client interaction for existing business.Reason for leaving: Resignation

Marketing company product to Independent and bank brokers, including ABSA, Standard and Nedcor brokers, to secure new business. Training brokers and assistants on products and quote packages. Ensure brokers were kept up to date with legal requirements and changes in legislation, from time to time. Ensure brokers existing business queries were resolved on a day to day basis. Compile and monitor new business targets for self and brokers. Ensure brokers were updated on relevant investment performances for the various companies.Reason for leaving: Resignation

responsible for the day to day running of Pension andProvident funds.Duties included: Processing withdrawal, retirement and death claims. Processing monthly accounts. Ensure fund revision is completed on anniversary date. Process broker commission payments. Ensure member queries are finalised.In 1990 was promoted to Marketing consultant: Duties included: Marketing Employee Benefits product to Independent brokers to secure new business. Training brokers and assistants on products and quote packages. Ensure brokers were kept up to date with legal requirements and changes in legislation, from time to time. Ensure brokers existing business queries were resolved on a day to day basis. Compile and monitor new business targets for self and brokers. Ensure brokers were updated on relevant investment performances for the various companies. Provide group and individual training on specific underwriting and claims processes for company. Ensure administration staff completed relevant tasks.In 1992 I was promoted to senior consultant with the same duties as above.In 1994 I was promoted to Manager of Gauteng South region.I was responsible for the following:3 Marketing consultants and 2 administration staff. As well as ensuring theabove tasks were done,the following responsibilities were carried out: Annual staff appraisals. Setting up marketing and expense budgets. Ensure new business targets achieved. Assist all staff in the completion of tasks and relevant training. Report to Regional Manager on status and productivity of branch.Held this; Reason for leaving: Retrenched

Gauteng

Certificate In Financial Planning Nqf5, Insurance

Register 2012 for National Certificate in Financial Planning NQF7

Education record

CFP ( Certificate in Financial Planning) NQF level 5 (120 credits) - 2007 � 2011( Milpark Business College) - ( Completed) Business.