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Distribution Networks, Channel / Partner Management, Franchise Devel

Pretoria, Gauteng, South Africa
December 21, 2018

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A seasoned industry professional with a diversified experience of 23 years in the financial services, distribution management, and business support domains, looking to utilize acquired skills and competencies to work and thrive with reputed companies. An effective solutions provider, visionary leader, and decision-maker, exploring opportunities to work as Senior Accounts Manager / Business Support Head / Senior Channel Manager, based on extensive knowledge-base and enhanced managerial acumen.

NB. I am based in Johannesburg.


Business Planning, Departmental Coordination, Office Administration

Distribution Networks, Channel / Partner Management, Franchise Development

New Broker Recruitment, Product Training Programs, Competency Building

Client Interaction / Relations, Repeat / Referral Business, Query Resolution, Conflict Resolution

Product Assessment, Compliance Management, Process Improvement

Product Presentations, Effective Negotiations, Deal Closures

Team Building, Motivational Leadership, Systematic Communication


Old Mutual SA, South Africa, 2005 – November 2017

OUTsurance March2018 December 2018

Designation Chronology:

Commercial Agent March 2018 –December 2018 Outsurance

Business Consultant 2016 –November 2017 Old Mutual

Independent Broker Accounts Manager, 2011 – 2016 Old Mutual

Business Support Consultant (Agency Franchise Division), 2007 – 2011 Old Mutual

Distribution Support Manager, 2005 – 2007 Old Mutual

Key Responsibilities as a Commercial Agent

Building own insurance portfolio by:

Being able to prospect for new clients through networking, Cold calling and door – door canvasing for new business

Effective communication with both internal stakeholders and clients.

Conduct a comprehensive risk evaluation for the client.

Providing solutions to clients by selling OUTsurance short term products aligned to the needs of the client.

Drafting, tracking and measurement of personal business plan.

Providing on-going service and support to individual client base (amendments, renewals, claims etc.).

Retention of existing business including renewal discussion in line with FAIS

Developing internal/external relationships with clients.

Continuous building of my client base hence securing future income.

Keeping abreast with the commercial insurance market changes and developments.

Achieving/Exceeding targets consistently

Providing feedback to line management when requested.

Attending all weekly and adhoc team meetings.

Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying

Adhering to all quality standards and measures in place.

Responsibilities as Broker Consultant


Assigned independent broking, consulting and key account management responsibilities based on exceptional performance during the course of all assignments completed previously with OM.


Identifies, understands and acts on broader opportunities in order to drive longer-term value-adding change. Identifies and acts on market and/or competitor trends/opportunities to set, develop and drive out value adding change.

Able to understand, identify and act on broader opportunities in order to drive longer-term,

value-adding change. Applies judgement effectively. Identifies and acts on market and/or competitor

trends/opportunities to set, develop and drive out strategic value adding change.

Leading with Influence

Influences and rallies people behind common goals and inspires others to exceed expectations. Actively

supports the growth and performance of people around them. Communicates clear strategies and objectives for own function.


Demonstrates ability to relate to challenges from a range of diverse but relevant perspectivesGenerates

creative/out-of-the-box solutions. Challenges the status quo and/or demonstrates ability to relate to challenges

from a range of diverse but relevant perspectives. Generates new perspectives that allow a more creative

approach to be followed. Willing to take calculated risks when introducing novel ideas.

Collaboration (RELATING)

Proactively establishes and maintains relationships. Values driven in relating to others. Engenders trust,

respect and the building of meaningful relationships across a variety of contexts. Able to handle a wide range of

relational challenges including conflict and confrontation to collaborate across boundaries.

Customer First

Puts the customer at the heart of business decisions and drives to improve value for customers. Builds

inspiring customer relationships. Being a customer champion and being responsive to customer needs so as to

improve our speed to market.


Displays consistent energy, drive and perseverance in order to deliver results. Demonstrates a willingness to

take calculated risks to achieve stretch performance goals.

Key Responsibilities as Independent Broker Accounts Manager:

Handling the existing distribution chain at Old Mutual, with focus on expanding it further by appointing additional agents and channel partners.

Managing the recruitment function through the establishment of contracts with independent financial brokers and representatives in industry.

Providing product training to the recruited representatives and building their competence to market Old Mutual’s product line, with a view to optimize maximum revenues.

Maintaining healthy relations with other businesses and senior executives, and converting them into repeat as well as referral business opportunities.

Organizing and participating in weekly meetings with other colleagues to discuss innovative marketing ideas and devising strategic sales plans.

Rendering guidance and support to the company’s brokers with regard to product knowledge, client approaching, and deal closures, from time to time.

Involved in continuous product assessment and attending distinct product courses throughout the year to further develop knowledge as well as skill base.

Key Responsibilities as Business Support Consultant:

Spearheaded the franchise business segment in Kwa-Zulu Natal region, provided end-to-end support to franchisee owners and assisted them in understanding the business model thoroughly.

Rendered guidance to the Franchise Principle with regard to the recruitment process.

Trained franchise staff to set-up and grow the channel’s operations and monitored performance to ensure operational efficiency and revenue growth.

Ensured adherence to IT processes, operational efficiency parameters, and broker / representative training SOPs to optimize the performance of Old Mutual’s distribution channels.

Trained distribution channels and brokers in the implementation of FNA tool and product assessment processes through online demos and training material.

Handled new agent appointments, assisted agents to complete the appointment booklet, verified supporting documents, and forwarded applications to the HR.

Undertook weekly visits to various franchises and ensured that their operations are functioning in line with the defined compliance parameters.

Recommended changes and enhancements in existing processes and systems to all franchises based on the assessment of their ongoing working procedures.

Key Responsibilities as Distribution Support Manager:

Handled accountability towards performance management right from defining performance goals, developing a free learning scenario, monitoring operations, and evaluating performance on a periodic basis.

Completed documentation and paperwork as part of Debt Management to streamline collections and effectively mobilize company’s financial resources.

Reviewed existing contract documents, drafted agreements according to business requirements and assisted in the completion of paperwork, filing and registration; sought senior management approvals accordingly.

Assessed individual as well as collective performances, and rendered feedback based on the results, in order to improve performance and optimize business prospects.

Managed inter-departmental communication through a systematic system, while ensuring that the communication reaches and is understood by the target audience.

Provided training support to the organization by educating brokers, developing a collaborative work environment and resolving their issues through a feedback system.

Administered control over information gathering, developing of monitoring systems, implementation of data tracking systems etc.

Handled crisis situations within the organization by getting hands-on with the ongoing problem and focusing all efforts in resolving the issues through collective knowledge of the management.

South African Post Office, South Africa, 1992 – 2005


Joined the South African Post Office as Telex Operator, went on to work as the Mail Handling Officer, further progressed the tenure as a Teller, was promoted to Chief Teller, and eventually received promotion as the Branch Postmaster.

Key Responsibilities:

Spearheaded the processing of incoming as well as outgoing mails at the branch post office and provided direction to offer various postal facilities to the public.

Handled end-to-end in-house operations and maintained administrative control over all ongoing office activities with a view to serve the people in a better way.

Involved in the recruitment and training of new employees to the branch, along with individual performance evaluation, in order to maintain optimum service levels.

Finalized work schedules, executed pre-defined standard operating procedures, and reported branch post office activities to the head office.

Assisted customers in every way possible, understood their requirements, provided them with solutions, and resolved their complaints within strict timelines.

Ensured that the prescribed postal laws and regulations are adhered to by all employees as well as the general public.

In conjunction with senior team members, designed strategies for business development, promoted the products of the organization to communicate the advantages of the service when compared to private service providers.

Liaised with bank personnel to process payments and cheques, verified deposits and completed the processing of government grants.

Defined internal processes to ensure high customer satisfaction scores, maintained productive relations with customers to secure referral business and large orders.

Scrutinized packages received, ensured compliance with operations policy, monitored the internal working of various departments and verified adherence to established health & safety norms.


Business Management Training College of South Africa

Diploma in Business Management (2003)

Buffelsdale Secondary School (KZN)

Grade 12


2008: Basic Principles of Banking, Damelin (CFP Incomplete)

2005: Management Principles for First Line Managers, UNISA


Citizenship: South African

Age: 46

Marital Status: Single

Language: Fluent in English and Afrikaans

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