Life Insurance Assistant

Curriculum Vitae

Ilze-Marie Griffin

PERSONAL DETAILS

Gender Female

Race White

Marital Status Divorce

Dependents 2

Citizenship SA by birth

SA ID 781**********

Drivers License? Yes Code 08

E-Mail ***********@*****.***

Cell phone Number 060-***-****

Physical address 12 Bedford street

City/Town Del Judor, Witbank

Province Mpumalanga

Country South Africa

Postal Code 1038

EDUCATION DETAILS

1/12/2007

Institution RPL

Qualification Wealth Management (RFP3)

Description Life Broker assessment done by brokers Portfolio consisting of questions and

assignments was handed in

01/09/2001

Institution Computer Skill Center

Qualification Web Design

Description Diverent Coding Languages

01/11/1996

Institution Patriot Hoër Skool

Qualification Grade 12

Description Subjects: Afrikaans English

Mathematics Science

Biology Biblical Studies

EMPLYMENT DETAILS

01/04/2016 –

Job Title Homeloan Consultant Assistant - Administration Company Name Mortgage Max – Sophia Vorster

Remuneration Type Salary

Duties Home loan applications – Residential (Personal, Trust and Business entities). Work through documents, capturing loan on Deal Maker. Submitting application. Follow up with banks and answer management to clients.

30/08/2010 – 31/03/2016

Job Title Broker Assistant - Administration

Company Name Discovery – Saaiks Jansen van Rensburg Remuneration Type Salary

Duties All Admin, filling, follows up of new and existing business,

(life, invest, health, Insure) and all queries, completing of applications and data capturing, Compliance, seeing clients and assisting with new health applications.

28/08/2010 -

Job Title Administrator (part time)

Company Name Blenheim Maintenance Construction

Remuneration Type Salary

Duties All Admin, Quotations, Invoicing, managing income and expenses, buying of material and stock, overseeing of site workers.

08/06/2008 -27/08/2010

Job Title Broker Assistant - Administration

Company Name Absa Private Bank Brokers - Lorraine Visagie Remuneration Type Salary

Duties All Admin, following up of new and existing business and all queries, creates PRI's ext.

21/01/2008-05/06/2008

Job Title Broker Assistant

Company Name Standerbank Brokers - Kobus Wolfaard

Remuneration Type Salary

Duties All admin Duties, filling ext.

01/01/2007-18/01/2008

Job Title Financial Planner

Company Name Absa Brokers

Remuneration Type commission only

Duties Home loan originating

See all clients whose home loans has been approved by Absa in the area to make sure that they have sufficient Life Insurance and that there Testament is in place.

Investments mostly done through AIMS (Absa investment Management Solutions).

For all Retail client w Testament, life insurance, retirement planning, investment planning and all other live event planning - to help clients reach their dreams financially. All life, retirement, investment and estate planning is done with Pro planner and life plans as used by Absa.

24/03/2003-31/12/2006

Job Title Broker Assistant

Company Name Absa Brokers - Kobie Griffin

Remuneration Type Salary

Duties Help client with Home loan applications and second loans on their bonds mostly for Absa.

Assistant, Reception, and marketing of Life insurance, computer Input, helping clients with disinvestment and Queries, drafting of wills, insurance, appointment, queries, liaising, Quotes of insurance companies, and all other admin duties.

07/04/2000-30/06/2002

Job Title Live in carer

Company Name Patricia White Homecare

Sector Healthcare

Location London England

Remuneration Type Salary

Duties Living in with the elderly and taking care of them. Washing and bathing, shopping, cooking and cleaning and all other personal needs. I learned a grade deal out of this by seeing how other people live. One learns a lot out of people’s mistakes and they gave good advice about life and ones choices.

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