Melisa-Ann Pretorius, Dippfs Email & Phone Number

Leeds, Gb

United Kingdom

As a compliance officer, I conduct risk assessments, monitor compliance with regulations and policies, educate and upskill employees, record findings, review marketing materials, assist in gathering information, perform administrative tasks, collaborate with senior management, and investigate irregularities.

Leeds, England, United Kingdom

I aided financial advisers in meeting regulatory requirements for competence, fitness, and propriety and achieving business development goals. This involved monitoring KPIs, coaching, and sharing best practices. I implemented focused support plans to improve adherence to network and regulatory policy.

Pool, Leeds, United Kingdom

As Partner Success Manager, my role is to work closely with FCA Regulated individual financial advisers and/or Sales Operations Teams within industry leading Financial advice practices, to maximise their performance and ROI. My duties include and is not limited to the below:Understanding partners’ needs, their future growth plans, and creating bespoke partner success programmes. Onboarding new partners, both on a Regional and National basis, ensuring all expectations are managed prior to and for the duration of the partnership/project. Ensure all relevant contacts are setup correctly in CRM and a full demonstration of the Partner Portal is conducted - using GoToMeeting, Google Hangouts and BlueJeans conferencing software.Day-to-day account management to ensure the smooth running of business processes by liaising with Operations, Digital Marketing, Content and Paid Search Teams. I conduct Best Practice training sessions(face to face and teletraining) with a massive focus on consistent contact strategies, overcoming client objections and nurturing prospective clients to ensure opportunities are maximised.Negotiating business growth targets and proactively reviewing performance and giving guidance where targets are not met.

Leeds, West Yorkshire, United Kingdom

As Lead Tech Regional Business Development Manager, it’s my responsibility to source new from FCA regulated financial advice firms in Scotland & Northern England region to service high volumes financial and wealth management customer enquiries. Other KPIs include:Understanding prospective partners’ businesses, and their needs, for a consistent, reliable stream of quality leads.Qualify and engaging with prospective and new partners who can convert and profit from leads, management insights, and marketing experience. Onboarding new partners, ensuring they understand the product and service proposition and the key benefits of using lead generation.Providing all partners with the tools and support they need to be successful.Completing Due Diligence and checking FCA Register upkeeping ComplianceDeveloping long standing partner relationships through timely check-ins and account reviews. Systems include: Salesforce Classic, Salesforce - Lightning Sales; LinkedIn - Sales Navigator + PointDrive, 3CX, Google - G-Suite, Sheets, Slides, Docs, Microsoft Office

Leeds, West Yorkshire, United Kingdom

KPIs consisted of:Clearly and accurately undertake telephone based fact finds and record the information on a bespoke systemAdhere to all regulatory and company requirements by following best practice when qualifying sensitive information. Maintain required levels of output and accuracyEnsure that accurate records of every transaction are created and maintained, and that company procedures are adhered toFact find through conversation to determine the customer’s needs and requirementsPro-actively sell additional items and services that the customer may not have anticipated they will needMeasured on the quality and conversion of customer interactions

Kingston Upon Thames, United Kingdom

Avantia Group specializes in Non-Standard Home Insurance, scoring a 5 Star Defaqto. At Avantia I was responsible for: Dealing confidently with clients telephonically both on inbound and outbound basis. Responding to clients via email regarding any queries relating to setting up insurance New Business quotations Filtering lead generation quotes.Ensuring targets and income are met over the expenditure of the lead generation case by case liaison with, and maintaining good relations with Underwriters. Working in a team of 14 so I am able to work as a team player as well as individually reporting to the sales manager Demonstrating strong communication skills and an enthusiastic sales ability I efficiently process new business documents electronically and collect insurance premiums and set up payment plans, in a correct and compliant manner. Providing new business quotations to achieve daily/monthly targetsUpselling additional cover compliantly Arranging insurance cover Ensuring the cover is right for the individual and their circumstanceProcessing accounts General admin duties Preparing reports for underwriters Liaising with other insurance professionals Serving customers on a non-advised basis Highlight: After 4 months I was given the extra responsibility of handling web referrals.

Century City

Selling Short-Term Motor Insurance, Manage and store client data on RAMS and Insure, as well as selling, soliciting and negotiating for compensation in return

Woodstock, Cape Town

Customer Acquisition, Customer Retention, Selling Mobile Insurance, Selling Home Broadband

Cape Town Area, South Africa

Billing enquiries, Device Support, Client Liaison, Ongoing communication with subscribers, Upselling of Value Added Services

Claremont, Cape Town

Arranging appointments with existing clients for Investment Advisors, General office duties, Secretarial support to Financial Advisors, Deadline management, Data Capturing, Switchboard, Confirmation of Appointments, Long-term relationship building, Monitoring of telephone system, Boardroom bookings

Table Bay Harbour, Cape Town

Weekly banking, Monitoring of telephone system, Screening all Director calls, Booking of flights and car rental,Handling of fax receipt/distributions, Boardroom bookings, Stationary orders and control, Welcoming of clients in a professional manner, Organizing tea/coffee for Directors, Managers and clients

J07 - Supervision In A Regulated Environment

Award, Long-Term Care Insurance

(CF8) Long term care insurance

Diploma, Regulated Financial Planning

Units Achieved: RO1 - Financial services, regulation and ethics RO2 - Investment principles and risk RO3 - Taxation RO4 - Pension.

Certificate, First Level Regulatory Examination For Representatives, Passed

Certified English Teacher Of Secondary Language, Teaching English As A Second Or Foreign Language/Esl Language Instructor, A

Warmers Classroom Management Getting the students to speak Introduction to grammar Foreign language Lesson Controlled Practice Free.

Senior Certificate/Grade 12, Business, Management, Marketing, And Related Support Services

Activities and Societies: SportsAccounting Afrikaans Economics English Computer Studies Mathematics