Sian Lee Email and Phone Number
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Sian Lee personal email
Sian Lee is a Short Term Insurance Manager at Capta Wealth at Capta Wealth. They possess expertise in business analysis, management, customer service, banking, microsoft office and 5 more skills.
Capta Wealth
View- Website:
- captawealth.com
- Employees:
- 6
-
Short Term Insurance ManagerCapta Wealth Feb 2022 - PresentSouth Africa
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Short Term Insurance BrokerAluma Capital Za Sep 2021 - Feb 2022Gauteng, South Africa -
Sales RepresentativeKing Price Insurance Sep 2020 - Aug 2021South Africa -
Inbound Sales RepresentativeStandard Bank Group Feb 2011 - Jul 2019Johannesburg Area, South Africao Customer serviceo Selling short term insurance policies to client abiding to the FAIS, KYC, POPI and TCF Legislation whilst giving advice.o Keeping strong relationships with Standard Bank Branch Consultants and Managers country wideo Up selling on policies (SIL touch up and top up)o Fully accredited on all in-house products SIL and Standard Bank Insurance Brokers (Hollard, Stansure, Regent, Mutual and Federal, Santam, Auto and General, First For Women and King Price Insurance)o Sale target deliverables higher targets than Provincial Outboundo Being available for incoming calls from clients and Branch Consultants for prospect sales while keeping up a team SLA o Working in a high pressure sales environment to make sure targets are met on a weekly/monthly basis -
Provincial Outbound Sales ConsultantStandard Bank Group Apr 2013 - Feb 2016Johannesburg Area, South Africao Customer serviceo Selling short term insurance policies to client abiding to the FAIS, KYC, POPI and TCF legislation whilst giving advice.o Keeping strong relationships with Standard Bank Branch Consultants and Managers country wideo Up selling on policies (SIL touch up and top up)o Full accredited on all in-house products SIL and Standard Bank Insurance Brokers (Hollard, Stansure, Regent, Mutual and Federal, Santam, Auto and General, First For Women and King Price Insurance)o Sale target deliverableso Working in a high pressure sales environment to make sure targets are met on a weekly/monthly basis
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Key Accounts Broker - SalesOne Call Insurance Brokers (Pty) Ltd Mar 2012 - Mar 2013Johannesburg Area, South Africao Customer service/Liaison with key account customerso Selling short term insurance policies to client abiding to the FAIS act.o Keeping strong relationships with dealerso Recording and sending out monthly statso Up selling on policieso Sale target deliverables
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Broker ConsultantTelesure Group Services Apr 2010 - Mar 2012Johannesburg Area, South Africao Policy Underwriting - Customer Service/Liaisono Broker Relationship Building - Up selling on policieso Sales Target Deliverables - Monthly Stats -
Inbound Sales SpecialistSky Television Limited Sep 2008 - Aug 2009London, United Kingdom- Product Sales - Customer Service- Technical Assistance - Office Administration- Upselling on existing contracts - Two eye see
Sian Lee Skills
Sian Lee Education Details
-
Short Term Insurance -
Gijima Sale TrainingSelling Skills And Sales Operations -
Fourways High School12
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Re1 - Key Individual -
Leadership And Management
Frequently Asked Questions about Sian Lee
What company does Sian Lee work for?
Sian Lee works for Capta Wealth
What is Sian Lee's role at the current company?
Sian Lee's current role is Short Term Insurance Manager at Capta Wealth.
What is Sian Lee's email address?
Sian Lee's email address is si****@****ank.com
What schools did Sian Lee attend?
Sian Lee attended Milpark Education - School Of Financial Planning And Insurance, Gijima Sale Training, Moonstone Business School Of Excellence, Fourways High School, Moonstone Business School Of Excellence, Milpark Education - School Of Financial Planning And Insurance.
What are some of Sian Lee's interests?
Sian Lee has interest in Social Services, Children, Environment, Animal Welfare, Arts And Culture, Health.
What skills is Sian Lee known for?
Sian Lee has skills like Business Analysis, Management, Customer Service, Banking, Microsoft Office, Project Management, Risk Management, Financial Analysis, Business Strategy, Change Management.
Who are Sian Lee's colleagues?
Sian Lee's colleagues are Lesego Lebang, Chantelle Mitchell, Buhle Nikelo, Havanna Pearl Naicker, Nathaneo Pretorius, Farrell Mitchell Cfp®, Neale Lucas-Bull.
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