Jan Pretorius
Qualifications
Management Advance Program (MAP) Old Mutual/WITS Business School
Certified Financial Planner (CFP®)
Member of Financial Planning Institute of South Africa (FPI)
Regulatory Exams for Key Individual (RE1)
Regulatory Exams for Representatives (RE5)
Experience
Direct (within Old Mutual, External Call enters and running my own Call Centre)
Brokers (3rd party i.e. broker manager, broker consultant and as an Independent broker)
Tied Agency (managing a team of agents in Old Mutual)
Investments (National sales manager of a Linked company)
Africa (Standard Bank taking Retail product into Africa Investments, and banking products)
Where I can fit in
Integrated Financial Services (IFS) with the 26 years in the Financial Services Industry
I believe I have a lot to offer the Group in the way the business goes forward not only by applying my knowledge but also Mentoring and Coaching the leaders of tomorrow.
When Retail Distribution Review (RDR) is implemented Financial Services Companies will need leaders with vast expeance in many areas to successfully take the Organisation into the future.
Additional Attributes
Have the ability to influence stakeholders both Internally and Externally
Have been known to work around obstacles in organizations (systems and people, finding solutions to ensues the company goes forward)
Getting the most out of people thus achieving TEAM work and results
Attention to detail thus identifying Key Drivers need for growth and achieving desired outcomes
Diverse background in order to ensure Collaboration
Quick to grasp new challenges
Proven Track record
All divisions / companies I have ever worked in I have achieve above average results
I am up for a NEW Challenge and transferable in SA or in Africa