I am a matured lady seeking any work available. Very computer literate. Marketing – Time Management – Telephone Skills –Various different Insurance Related Courses Office Management Process / Data capturing all New Business (Investments, Retirement Annuities, Risk and Medical) Pension funds, Flexible Annuities Process of dis-investments, withdrawals and surrenders, Maintenance of all existing policies (prepare quotes, alterations, claims, cancellations, reinstatements) Follow up with clients regarding unpaid premiums Client Liaison/communication, personally, verbal and written. Prepare client information for analysis – complete all applications Prepare client’s Full Financial Needs Analysis Prepare and submit client’s Record of Advice Submission of vault Insuring that all business is FICA and FAIS compliant Preparing quotations Planning and structuring the diaries of the financial planner On-going communication and marketing with clients via different systems Phoning and scheduling appointments with existing clients Managing and updating client database Corresponding to client requests Processing of all administration on Provident Fund Clients, processing Billing, Additions and Withdrawals Working closely with the financial planner to execute requests I HAVE EXPERIENCE IN THE FOLLOWING COMPANIES WEBSITES – LIBERTY LIFE STANLIB – SANLAM – GLACIER – OLD MUTUAL