Patrick Williams Email & Phone Number

Cape Town Area, South Africa

Century City

• To implement the strategy and plans within the expected structure, time-lines and value.• Support and work as a team to achieve the desired outcomes.• Monitor and manage broker panels.(6x6x4; Broker file; Agenda; Broker meeting minutes; Broker profile; Broker Contracting; Business Plan; Sales Strategy; Quarterly Review; Book Information; BC Checklist; Training; Presentation Skills)• Self Development – attitude, drive, knowledge and perseverance• Advisors – Access to their diaries, comparing quotes on a like for like basis & quality production – A partnership• Advisor assistants / gatekeepers - Access to advisor, quotations, using Lifezone and being as self sufficient as possible.• Manager - support, mentor and guide the EC• Head Office Management – Broker visits• Sales and Marketing skills• Industry product knowledge• Subject Matter knowledge to integrate product solution as part of the advice process.• Communication and time management.• Personality Profiling skills in order to build trust and strong relationships

• Qualifying new leads from SFA’s and other sources via the leads management system• Capturing the progress and outcomes of each lead timeously on Salesforce.com.• Preparing comparisons for clients and mailing it to both the client and the adviser(if applicable)• Follow up with clients as to whether they have received comparison• Email follow up communications to clients• Arrange telephone appointments with clients• Feedback to intermediary (if applicable)• Building relationship with intermediaries who support Completemed• Building relationship with Brokers for the various contracted Schemes• Advising clients(in terms of the FAIS Act) on options once comparison has been received• Needs Analysis completed with clients and send for scanning in terms of required compliance regulation.• Submit proposals for continuous updating and improvement of the comparison tool• Liaise with Sanlam staff and as well as Financial Advisers when needed

• Qualifying new leads via the leads management system• Capturing the progress and outcomes of each lead timeously• Preparing comparisons for clients • Follow up with clients as to whether they have received comparison• Email follow up communications to clients• Arrange telephone appointments with clients• Building relationship with Brokers for the various contracted Schemes• Advising clients (in terms of the FAIS Act) on options once comparison has been received• Needs Analysis completed with clients and send for scanning in terms of required compliance regulation.• Submit proposals for continuous updating and improvement of the comparison tool

Cape Town Area, South Africa

• Sales position in the Call Centre, selling short term insurance.• Retention of existing clients• Customer service and assisted with claims process• Up sell to existing clients• Sell short term to new clients

Cape Town Area, South Africa

• Cold calling sales • Metropolitan Policies

Cape Town Area, South Africa

Assist with booking of functionsPreparing the venueService clients and making sure everything runs smoothAssist with find food suppliers that offer the fresh food and beverages at affordable prices

12

Activities and Societies: soccer, tennis, water polo,

Education record

Activities and Societies: Soccer, waterpolo, tennis, basketball