Sian Lee

Sian Lee Email and Phone Number

Short Term Insurance Manager at Capta Wealth @ Capta Wealth
gauteng, south africa
Sian Lee's Location
City of Johannesburg, Gauteng, South Africa, South Africa
Sian Lee's Contact Details

Sian Lee personal email

n/a
About Sian Lee

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.

Sian Lee's Current Company Details
Capta Wealth

Capta Wealth

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Short Term Insurance Manager at Capta Wealth
gauteng, south africa
Website:
captawealth.com
Employees:
6
Sian Lee Work Experience Details
  • Capta Wealth
    Short Term Insurance Manager
    Capta Wealth Feb 2022 - Present
    South Africa
  • Aluma Capital Za
    Short Term Insurance Broker
    Aluma Capital Za Sep 2021 - Feb 2022
    Gauteng, South Africa
  • King Price Insurance
    Sales Representative
    King Price Insurance Sep 2020 - Aug 2021
    South Africa
  • Standard Bank Group
    Inbound Sales Representative
    Standard Bank Group Feb 2011 - Jul 2019
    Johannesburg Area, South Africa
    o 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
  • Standard Bank Group
    Provincial Outbound Sales Consultant
    Standard Bank Group Apr 2013 - Feb 2016
    Johannesburg Area, South Africa
    o 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
  • One Call Insurance Brokers (Pty) Ltd
    Key Accounts Broker - Sales
    One Call Insurance Brokers (Pty) Ltd Mar 2012 - Mar 2013
    Johannesburg Area, South Africa
    o 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
  • Telesure Group Services
    Broker Consultant
    Telesure Group Services Apr 2010 - Mar 2012
    Johannesburg Area, South Africa
    o Policy Underwriting - Customer Service/Liaisono Broker Relationship Building - Up selling on policieso Sales Target Deliverables - Monthly Stats
  • Sky Television Limited
    Inbound Sales Specialist
    Sky Television Limited Sep 2008 - Aug 2009
    London, United Kingdom
    - Product Sales - Customer Service- Technical Assistance - Office Administration- Upselling on existing contracts - Two eye see

Sian Lee Skills

Business Analysis Management Customer Service Banking Microsoft Office Project Management Risk Management Financial Analysis Business Strategy Change Management

Sian Lee Education Details

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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