Dipl.-Ing. Lea-Ann Latchman
Inhaberin, Founder and Director, Edelweiss Africa Distribution
Cape Town, Südafrika
Werdegang
Berufserfahrung von Lea-Ann Latchman
Bis heute 5 Jahre und 3 Monate, seit März 2019
Registered Financial & Wealth Advisor
Succession Financial Planning
Bis heute 5 Jahre und 8 Monate, seit Okt. 2018
Founder and Director
Edelweiss Africa Distribution
4 Jahre und 11 Monate, Feb. 2014 - Dez. 2018
Financial Advisor and Investment Generalist
Sanlam
Understanding the financial scenario of the client, (including corporate clients), via in-depth analysis of their cash flow/budget, insurance coverage, tax status and retirement plan, property development, investment analysis, income protection, life cover, funeral planning, wills & trusts, estate planning,
9 Monate, Apr. 2013 - Dez. 2013
Regional Business Consultant
Sias Administration Pty Ltd (Outsurance)
Outsurance Commercial Risk Assessment Portfolio: Onsite risk assessment of Commercial Short Term Insurance. Promoting CRM and a client centric environment by treating customers fairly. Onsite risk assessment on commercial business. (Reporting to actuaries and Business Underwriting Manager). Mandate to underwrite new and existing risk commercial business. (approve or decline risks).
2 Jahre und 1 Monat, März 2011 - März 2013
Key Account Manager Trucks and Commercial
Outsurance
Managing existing relations and building new relationships with truck and motor dealerships, (Mercedes, Hino, FAW, UD Trucks, VW). Managing targets and goals for dealership teams. Promoting CRM and a client centric environment by treating customers fairly. Business Development – Short Term Insurance: Providing risk solutions for businesses. Implementing strategies to effectively reach the target market(commercial sector, small to medium enterprises). Senior Retention Adviser
10 Monate, Juni 2010 - März 2011
Advertising Consultant
Centre Point Media
Sales & Marketing Sourcing new business Customer relationship management Ad design and placing of Competition page
9 Monate, Okt. 2009 - Juni 2010
Online Education Consultant
Educor Group (Damelin and Intec College)
Online Sales & Marketing Career planning Education Consulting
1 Jahr und 6 Monate, Feb. 2008 - Juli 2009
Property Finance Consultant
Integer Home Loans
Mortgage Lending Advising on mortgages and related protection products and processing transactions and crisis management Networking with financial advisors, estate agents, property developers and investors, insurance brokers, bond originators. Managing high net worth professionals and corporate clients.
9 Jahre und 5 Monate, Sep. 1998 - Jan. 2008
Executive Property Finance Consultant
SA Home Loans
Mortgage Lending through Securitisation Sales & Marketing.Business & Credit Analysis.Client Relationship Management Protection Insurance.Home Owners Insurance.Bond Registration and Conveyancing procedure.Crisis Management Building network relations with government departments and corporates, business investors, private investors, advocates, doctors, property developers with huge portfolios.
Ausbildung von Lea-Ann Latchman
3 Jahre und 7 Monate, Juni 2017 - Dez. 2020
Marketing Management
I.M.M. Institute of Marketing Management
Advanced Brand Management 4; Advanced Global Marketing 4; Advanced Digital Marketing 4; Advanced Strategic Marketing: Theory & Practice 4; Marketing Practicum
1 Jahr, Juni 2017 - Mai 2018
Insurance Industry; Finance
Inseta
Wealth management 1; 2 & 3
6 Jahre und 4 Monate, Feb. 2009 - Mai 2015
Business marketing; Management
Institute of Marketing Management
International Marketing; Micro & Macro Economics; Business Management; Financial Management; Business Communications; Marketing Communications; Consumer & Buyer Behaviour; Statistical Analysis; Marketing Research; Marketing Strategy; Business Law; Practice of Marketing; Principles of Marketing
Sprachen
Englisch
Muttersprache
Afrikaans Dutch originated
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