Tamaryn Talbot Email & Phone Number

Brisbane, Qld, Au

Brisbane, Queensland, Australia

• Build and manage key relationships within the Junior Doctor and Student segments to build Avant’s profile in the market.• Day-to-day operational management of key external relationships to ensure we leverage all events, communications and opportunities with doctors across Queensland.• Maintaining sound relationships with key industry organisations to promote awareness of the Avant brand and retention of our members.• Represent Avant at state-based industry events and functions across Queensland.• Supporting achievement of state sales growth targets by meeting individual growth targets as well as helping the QLD team hit our team targets.• Organisation of sponsored Avant events and providing operational support to the Queensland team.• Sponsorship contract negotiations.• Responsible for tracking the budget in QLD with the oversight and support of the Head of State of QLD.• Support of rural junior doctors, mature doctors and students. i.e.: sponsorship support for their events, provision of educational resources etc.

Teneriffe, Queensland, Australia

• Voice of the investor/investor advocate within the business across all business units.• Development of Customer Experience (CX) strategies and deployment.• Stakeholder Management (internal and external) to maximise strategic objectives over the short-medium term.• Identify growth opportunities within our investor base and how to capitalise on these opportunities.• Co-hosting fireside chats/webinars with founders of new Venture Businesses to generate financial investments/support for the respective capital raise.• Webinars to update investors on current projects/investments when the investment environment changes.• Operational process setting to streamline business delivery objectives.• Set and implement service level agreements with internal and external stakeholders of the business.• Handling of complaints and managing the complaints process to a satisfactory outcome. • Complaints resolution through Internal Dispute Resolution (IDR) and External Dispute Resolution (EDR) protocols.• Liaising with Australian Financial Complaints Authority (AFCA) on complaint cases. Responsible for formal responses to complaints lodged to achieve closure.• Investor expectation management and investor education on investments held, company processes, and liquidity timeframes.• Brand/reputation protection and enhancement with each investor interaction.• Respond to technical questions on any of the Guardian Securities or VentureCrowd Products.• Drafting of sophisticated and relevant communications to investors across all financial products offered.• Handle all inbound investor queries via telephone or email for two AFSL’s.• Software programs: Salesforce, Green ID & Goggle Suites.

Brisbane, Australia

• Provide consistently superior client service to over 300 individual clients. • Prepare correspondence and reports as directed in an accurate and timely manner. • Exercise the highest standards of ethical and professional conduct, including adherence to the highest levels of client privacy and confidentiality. • Clear, proficient, and timely communication with internal and external stakeholders. • Provide high-quality, proactive support to clients, Private Client Advisors, and SFG management. • Preparation of transacting schedules and relevant client documentation to effect all financial / investments required by the client and their respective investment strategies.• Interdepartmental collaboration to ensure the best financial solutions are implemented for the end client as per advice provided by the Financial Advisor on record. Examples: Lending, Insurance (short and long-term), and Trustee Services to name a few.• Diary and appointment management on behalf of four financial advisors. • First point of contact for all incoming & outgoing client correspondence.• Preparation of all investor correspondence, reports, and documents for advice implementation and marketing material as required in an accurate and timely manner. • Software programs: Xplan (Customer Relationship Management System)

Fairlands Johannesburg, South Africa

• Achieve set growth targets to increase the number of Corporate Partnerships, clients, and memberships. • Identify the strategic metrics of each new professional practice to ensure successful onboarding and business alignment.• Design client offerings by developing negotiating strategies and positions, examination of potential risks and current market environments, deal requirements, and financial viability to verify and vet new professional partners properly. • Close new business deals by coordinating requirements, developing and negotiating contracts, resolving potential conflicts, and integrating contract requirements with business operations. • Account management and strategy development in key accounts in accordance with legislative and compliance obligations.• Strategically implement plans based on the insights and recommendations of research projects.• Develop and implement a detailed, bottom-up annual budget for the business unit.• Presentations and training support to financial advisors on ethical standards and the financial planning process/steps to comply with international standards. • Develop and maintain a customer-focused attitude in the department/company concentrating on activities with the highest impact and success rate resulting in sustainable customer lifetime value.• Responsible for conceptualizing and managing various customer relations and business development campaigns and initiatives with existing High Net Worth Advisory Practices affiliated with the FPI through active membership. • Resource management and resolution of competing business priorities.• Set and communicate KPIs with reporting staff. • Develop and implement a departmental activity plan to deliver on expected business metrics for the financial year.• Team management, engagement, and motivation. • Event coordination and planning for stakeholder engagements and national roadshows/presentations. • Topic Presenter at corporate functions and events.

Sandton, Johannesburg, South Africa

• Relationship management of existing supporters and non-supporters of Old Mutual Wealth in the Independent Financial Advisor (IFA) space.• Achieve set growth targets to increase the number of assets under management by each advisory practice on my panel and obtain referral business for new financial advisory businesses.• Risk identification within the existing client base and providing actionable solutions to mitigate or remove these factors.• Conflict resolution on historical service level challenges and legacy products that are active blockers to current financial advisor willingness to engage with Old Mutual Wealth.• Presentations to IFA’s - and their clients - of the OMW philosophy and the value we can add to a business/financial plan.• Marketing of available Business Management Solutions and product offerings to identified advisors.• Promotion of the financial planning coaches at Old Mutual Wealth to help financial advisory practices stay relevant and up-to-date with the changing economic and legislative environments.• Demonstrations and training on the Integrated Wealth Planning (IWP) way of formulating financial plans for clients and how to navigate the program/solution. IWP ensures continuity in financial plans and supports each practice's required succession planning needs.• Technical analysis of IFA’s portfolio compositions.• Portfolio consolidation - help to clean up/streamline legacy books and businesses.• Protection of assets held with OMW. Prevent outflows – platform as well as Old Mutual Funds.• On-boarding of Financial and Strategic partners for the OMW Value Proposition offering.• Generating new income streams and support for OMW through the advisor panel allocated to me.

Clearwater, Johannesburg, South Africa

• Create brand awareness and market the Baobab Capital and Anchor Capital funds to the retail market.• Generate a trusting relationship with the retail market to stimulate growth in Assets under Management AUM) for the company and its unit trust funds.• To assist the business in gaining a better understanding of the financial services industry in order to ensure a stable foundation to grow a successful business.• To facilitate the implementation of critical contracts and broker codes for the financial planners within the company to do business with direct clients through the leading LISP platforms in the industry.• Negotiate fee structures with platforms for the financial planning arm of the business.• Development of the new concept, design, and content of the Baobab Capital website. Exposure to this was new and exciting, providing insight into this IT area.• Mentorship of the two new employees to join Baobab Capital at the beginning of January 2015. Both were varsity students, with Baobab Capital being their first formal employment. The mentorship consists of but is not limited to the following: - Provide a clear description and explanation of basic terms used in the industry. - Variations in approach when dealing with an IFA vs. a direct client. - Legal requirements (FSB and Audit Committee requirements) when doing a financial plan for a direct client. - Cold calling techniques and how to source new potential clients. - Best practices for customer relationship management. - Assist with meetings once an appointment is secured with a client.• Ensure the efficient running of the office and its operations. There wasn’t an office or operations manager in light of the business being in the early stages of a startup.• Driving the need for the Baobab funds to be available on the top 4 used platforms in the market to allow for ease of use and investment by the retail market.Reason for Leaving: Business went into Sequestration

Parktown, Johannesburg, South Africa

• Grow assets under management through: - Creating market awareness of the new Hollard investments and retirement product offering. - Establishment of a new Independent Financial Advisor (IFA) database from existing relationships as well as sourcing new IFA businesses. - To encourage investments in the new CIS funds through product education.• Promotion of Hollard’s Private Wealth Portfolio (PWP) - Integrated financial planning tool. This allowed clients to be a part of their financial planning process and immediately see what their decisions would have on their financial goals / objectives. - Impact of financial decisions on the client’s individual inflation rate and how to formulate a financial plan to ensure positive growth and returns of suggested investment strategies. - Streamlining of data capture of information for transparent communication and accurate planning tools for clients. - Assisting advisors in adjusting to the changes in the financial planning environment (legislative changes, competency requirements etc.)• On-boarding negotiations to broaden the underlying fund range available through the PWP structure.• Look after key IFA accounts that support the Hollard product range through: - Product training. - Converting current preferred investment product providers used by the IFA in financial plans for their clients across to Hollard. - Assistance with processing investments and ensuring timeous turnaround times. - Systems and program training, i.e., how to use the financial planning tool, etc.• Promotion and education of Hollard’s Practice Management offering to IFA’s.• Sourcing of new IFA strategic partnerships.• Promotion of the Altrisk Life product range to advisors.• Problem resolution to ensure successful conversion rates on the risk products.

Sandton, Johannesburg, South Africa

• To grow the Johannesburg client base in terms of: - Introduction of new planners / advisers to the Grindrod Fund range through cold-calling techniques and market research. - Grow Assets under Management within the respective funds through strong customer relationship management practices.• Educate advisers / the market on how the Grindrod philosophy is applied to investment practices and portfolio construction. i.e.: blending of funds, balanced funds vs. building block funds etc.• Maintain a strong relationship with the planners / advisers within my database through continuous and thorough account management principles and exercises• Facilitating direct investments from planners / advisers into the funds should they wish not to invest through an investment platform (LISP’s)• Grow and maintain relationships with Fund of Fund structures and Multi-managed fund solutions offered by various companies within the market through the use of Grindrod’s building block funds.• Assist in driving demand for Grindrod’s funds to ensure inclusion on certain investment platforms (LISP’s).• Build relationships and work closely with LISP consultants (JHB and PTA regions) to provide fund information to the client base. • Corporate events and roadshow co-ordination (small to large scale) for the planners / advisers.• Co-ordinate direct interactions between advisers with a Grindrod fund manager. • Assist in problem resolution between clients and the organisation. Due to the success, I experienced in the Johannesburg region; I was tasked with creating brand awareness / to establish a footprint in the Pretoria region with effect from February 2013. This new challenge was stimulating for me, and I quickly produced successful results in this region.

Houghton Johannesburg

In this position, my responsibilities and role within the Commercial Division are as follows:• Develop and maintain client relationships.• Interaction between respective departments within GIB to ensure well-rounded service offering for the client.• Handling of the complete renewal process from start to finish.• Point of contact for updating client information and policies: - TIAL System (an Insurance Industry Program) – all functions surrounding renewals and new policies. - Travel endorsements for international and high net worth clients. - Confirmation of all policy endorsements and amendments to insurers.• Scrutinizing of policy documents and endorsements from underwriters / insurers against the client’s requested cover.• Account reconciliation in the event of discrepancies – from the client’s or Insurer’s side.• Working hand-in-hand with the claims department to ensure efficient handling of claims.• Liaising with the accounts department in respect of outstanding premiums; account discrepancies; payments to underwriters. I thoroughly enjoyed the exposure that this position afforded me in dealing with prominent, high net-worth clients. I learnt how to collaborate with the different divisions within GIB in providing customer satisfaction and the highest service levels. Reporting directly to one of GIB’s Commercial Directors proved to be challenging and rewarding at the same time. I gained invaluable experience and believe that this position really added value to my character and work ethic. ACHIEVEMENTS:• Achieved FAIS (Financial Advisory & Intermediary Services) Accreditation – 60 FAIS points.• Member of the GIB Health, Environment & Social Committee. My responsibilities within this committee were: - Organizing of Corporate Functions - Event Co-ordination - Marketing - Liaison between Directors requirements and staff expectations.

Houghton Johannesburg

• New Business development including cold calling on the different Aircraft Sales Companies.• Handling of new business opportunities: - Assessment of the client’s risk. - Negotiation with Underwriters. - Liaise with client and present quotation. - Follow up with client and drive sale. - Final negotiation and signing of deal. - Packaging of final insurance solution. - Contract signing and confirmation. - Finalize financial arrangements of deal.• Maintaining and developing current client relations.• Managing client expectations versus product offering.• To assist our current clients to obtain the best possible terms for their renewals.• Corporate entertaining of prominent clients.ACHIEVEMENTS:• Forged Relationship with Comair: This was a client that had been un-obtainable by GIB in the past. This success has resulted in a number of signed deals for the company.• Cleaning up of Client accounts system.• Development of new, efficient CRM / tracking system that has resulted in more effective collection of premiums and commission income.

Broadacres Johannesburg

In this position, my responsibilities and role within the company were as follows:• Cold-calling to obtain new clients for the company.• Assessment of the client’s risk with regards to the level of insurance requirements needed to sustain the uses on their aircraft.• Negotiation with underwriters on behalf of the client.• Entertaining of prominent clients.• Keeping constant contact with existing client’s to keep up with their ever changing needs and requirements.• Checking policy documents and amendments from underwriters against the client’s specifications.• Acting as Liaison / Intermediary between my clients and the applicable underwriter• Dispute Resolution.• Negotiation with clients regarding final insurance solution.• Contract negotiation.• To follow the process from start to finish on renewals of insurance policies for existing clients.

Broadacres Johannesburg

In this position, my responsibilities and role within the company were as follows:• Electronic as well as hard copy filing of documents and extensive data capture.• Updating and improving the old filing and data capture systems.• Checking policy documents and amendments from underwriters against the client’s specifications.• Posting of letters and policy documents to clients.• Disclosure of clients’ needs to the relevant underwriter. • Amendment of the Insurance policy on behalf of the clients and confirmation of the changes made to the policy to the client.ACHIEVEMENTS:• Implemented a new filing system. • Oversaw changes in the systems and process of data capture that resulted in greatly improving efficiency within the business.

Sandton Johannesburg

I joined Olivetti (Olipro) shortly after the dual head office start-up in Johannesburg. As I was the fourth employee to join Olipro, I was fortunate to be involved in the initial planning and structure of this Company. This opportunity proved to be extremely challenging, and as a result, I gained a lot of valuable experience from the early phases of the company.My primary objective was to source and acquire new corporate & government clients for the business. Within the first 3 months my main function was shifted to exclusively deal with Government Accounts as per the National Government Tender and to grow this area substantially. Once this had been achieved, it led to the substantial growth of the company along with new responsibilities, which included:• Establishing an existing and potential client database – via “cold calling” techniques.• Significant improvements to the Companies Administration processes.• Along with other government accounts - I was appointed Account Manager for the two largest of these – SAPS & SANDF - for Gauteng and Pretoria.• Supervising and streamlining the complete order and installation processes.• Implemented Administrative Documents, adopted by Head Office. These include: Invoice Template, Tender Format for Corporate Clients, Monthly Projections and Client Databases.

Tier 1 Certification, Life Insurance – General Advice

Completion of Rep Tier 1 Studies

Tier 1 Generic Knowledge, Finance, General

Generic Knowledge provides the generic knowledge component for Tier 1 training and assessment requirements for individuals who provide.

Rg146, Financial Planning And Services

RG 146 – two subjects completed: • Financial Planning Fundamentals. • Insurance and Risk Protection.

Cfp® - Completed In South Africa, Financial Planning And Services

Activities and Societies: Member of the Financial Planning Institute of Southern Africa

Post Grad Diploma In Financial Planning

I have successfully passed my Post Grad in Financial Planning. It is my goal to write the FPI board exam to receive the CFP professional.

Bcomm, Business Management - Specialisation In Finance

I have now completed my Business Management Degree with specialisation in Finance.

Fais Representatives Exam (Re5), Financial Planning And Services

Bachelor Of Commerce - Bcom, Accounting

Degree not completed. Did 2.5 years of study

Bachelor Of Arts - Ba, Industrial And Organizational Psychology

Degree not completed. Did 2.5 years of study in conjunction with accounting degree studies

Matric