Inanda, KwaZulu-Natal, South Africa
I am a results-oriented Learning & Development (L&D) Specialist and Independent Entrepreneur with over 20 years of experience driving performance and leadership capabilities across the banking, insurance, and retail sectors. My expertise is in taking complex business objectives and translating them into practical, high-impact training programs that deliver measurable results. Currently, I focus on developing robust sales forces and providing strategic leadership skills training to management teams to ensure business objectives are consistently met. My foundation in leadership began with the South African Scouts Association, where I developed the management and project management skills that I later leveraged to manage banking and education projects for firms like Bhenka Financial Services and African Dawn Social Education. Key Achievements: Entrepreneurial Growth: Founded and scaled an accredited FSP (Umnotho) specializing in pension and retirement advice, achieving AUM growth of over 34% year-on-year since 2021. Independent Consultant: Successfully managed and implemented skills development programs across the finance, wholesale, and retail sectors as a trusted facilitator for major institutions, including Old Mutual and Nedbank. Strategic Development: Blending my L&D background with practical sales experience (as a financial advisor with Discovery Life and Allan Gray) to create training that is immediately applicable and revenue-focused. I thrive on developing talent and building successful business units from the ground up. Let's connect to discuss strategies for optimizing your team's performance." Strategic L&D Management: Design, implement, and oversee comprehensive training and development programs focused on sales force performance and management leadership skills to directly achieve core business objectives.
Manage and Support Learning in Region Ensure compliance of branch staff Design learning programs for performance of consultants Conduct sales coaching Monthly reports
Liaise & Support Eastern Region’s branch network on learning & development. Plan & execute learning needs programs for the region. Prepare training logistics for delegates on programs. Engage Business Head & TAM on learning needs. Designed new Leadership Capacity Modules for Eastern Region TAM. Conduct quarterly learning needs analysis. Submit monthly reports to management & stakeholders. Manage own budget & spending to minimize costs. Ensure training projects are delivered in time. Stand in for SNR LP when absent as a 2IC for L&D Coastal.
Founder & Director of a financial planning practice FSP specialising in pension, retirement and estate planning solutions.
I provide professional financial advise on comprehensive insurance portfolio on the following Discovery Life 's products: -Life Cover -Disability & Sever-Illness Cover -Income Protection Cover -Investments -Medical Aid -Vehicle & Home Insurance -Open Sites for sales -Conduct Sales Presentations -Maintain client relationships -Do after sale service on clients -Help clients with GEPF forms processing when retiring -Conduct financial education workshops to generate leads
Provide training and support to the Nedbank Integrated Channel's-Branch Networks Product training Conduct Sales training and management trainings Conduct branch observations and trainings on sales representatives Train on RE5 for Representatives and RE1 for KI's Do monthly reports Do budget reports Plan and execute travelling for the month Support business in any new projects rollout.
Planned and executed Free State & KZN learning interventions. Ensure pre lessons preparations. Allocate resources to delegates. Liaise with regional managers on skills gaps. Source material to train on gaps identified. Conducting on Job coaching.