Surge Fisch
Pionierspark Ext 1
Summary
*Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
*Results-oriented financial adviser uses advanced skills gained through training and experience to build customer base and increases revenue. Trusted resource to foster client relationships and help advisors manage and grow business. Adapts to rapidly changing business and technology environment.
Overview
22
22
years of professional experience
Work History
Senior Financial Adviser
Sanlam Namibia
09.2015 - Current
- Sales and marketing of Sanlam affluent products; Sales and marketing of Sanlam Entry level Market products; Sales and marketing of Santam, short term products; Creating wealth amongst the community; Corpororate Client service and enquiries; Manage existing clients and grow portfolio; Comply with regulatory legislation and requirements; Networking and establishing new individual and corporate relationships
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
Business Development Manager
Liberty Life
03.2014 - 05.2015
- Responsible for key stakeholder relationships- 2 commercial banks; Product and system training for their consultants; Responsible to manage Tier I and Tier II broker relationship; Product and system training for Tier II brokers; Responsible for new business – Corporate Group Assurance business; Responsible to increase retail sales of affinity partners; Responsible to source and embed new relationships; Implementation of Online system with brokers and affinity partners; Formed part of new product developments; Launched and monitored campaigns with stakeholders and distribution channels; Prepared and presented new business and existing quotations; Procurement and implementation of all IT equipment; Ensured that all relevant users have access to systems – staff as well as affinity partners; Added/removed/edited users on the biometrics system;
Operations Manager
Liberty Life
09.2011 - 02.2014
- Signed off on all claims assessment and operations of the business; Identified risk area’s in terms of systems and fraud prevention; Managed all the Product income and new applications; Managed complex clients yet, structure/retaining the relationship; Managed day-to-day staff relationships and their deliveries; Provided Management Information to the board; Planned and executed staff training needs and leave applications; Lead and motivated staff; Staff KPI’s; Authorized death, disability and retrenchment claims; Strategized and implemented new effective processes; Managed relationship with Group Scheme clients and Brokers.
- Supervised operations staff and kept employees compliant with company policies and procedures.
- Developed systems and procedures to improve operational quality and team efficiency.
Teamleader: Operations
Liberty Life
03.2009 - 08.2011
- Authorised and paid Death, Funeral, Retrenchment and Disability claims on 6 products
- 3 different departments and 1 other country; Identified risk areas and provided solutions; Managed all the product income and new applications; Managed complex clients yet, structured/retained the relationship; Managed day-to-day staff issues and their deliverables; Provided resourceful, relevant feedback regarding operations to Managing Director; Planned and executed staff training needs and leave applications; Guided and motivated staff; Organised/managed day-to-day operations of the two departments; Strategized and implemented new effective processes; Managed relationships with Group Scheme clients
- Consulted on a monthly basis; Liased with NAMFISA on an adhoc basis; Etc
Embedded Product Consultant
Liberty Life Namibia
03.2007 - 02.2009
- Full assessment of death, disability claims and funeral claims; Underwriting and assessment of funeral claims; Implemented and maintained good relationships with vehicle and asset sales consultants; Captured new Automatic Settlement Benefit contracts; Consulted on ASB product as well as funeral policies; Reported to Managing Director on weekly basis regarding new business and pending claims; Trained new staff member’s in the rest of African countries - Botswana, Swaziland, etc; Generated ideas with MD in order to implement campaigns to drive vehicle sales and thus increased the credit life insurance premiums;
Team leader / Supervisor
Old Mutual
09.2006 - 01.2007
- Trained junior staff members/my team; Weekly reported/feedback on pending claims and outstanding risk premums; Weekly reported on how junior staff is making progress; Reconciled 72 risk schemes’ premiums
- Communicating outstanding premiums, and refunding over payments; Bancassurance deals with Nedbank
- Run campaigns in order to boost new vehicle sales; Captured and monitored credit life new business and premiums; Assessed and pay risk claims; Checking of umbrella fund (Orion Pension Fund) claims; Assisted with income allocation of umbrella funds.
Portfolio Administrator
Old Mutual
06.2004 - 08.2006
- Pre-assessed disability claims; following payment; Processed death and disability claims; Collected and allocated monthly risk premiums; Weekly reporting on pending claims and outstanding risk premiums; Link between SA claims assessors and our Namibian market/clients.
Portfolio Administrator
Alexander Forbes Financial Services
06.2001 - 05.2004
- Payment of withdrawal, retirement, disability and death claims; Prepared pension fund year-ends and month-end; General maintenance of pension fund schemes; Captured/reconciliated monthly contributions; Administrator on Namflex Pension Fund.
Education
No Degree - Financial Management N5
Upington College
Upington11.2000
Skills
- Customer service orientated
- Good communication skills
- Persuasive and influential
- Fast learner
- Self-starter, motivated and energetic, positive
- Consistent, honest and trustworthy – demonstrating integrity
- Methodical, accurate and analytical
- Diplomatic and tolerant in relaying and receiving information
- Able to remain calm and focused under pressure and during conflict situations
- High level of emotional intelligence
- Able to take initiative within limits of authority
- Quick to identify potential cross-sell opportunities
- Able to proactively identify potential challenges and opportunities that may emerge
- Quick to note customer dissatisfaction and take remedial steps
- Able to escalate appropriately and refer issues that require attention
Employment History
Sanlam Namibia, Financial Adviser (Sept 2015 to date
Liberty Life Namibia (Mar 2007 - May 2015)
Old Mutual Namibia (Jun 2004 - Jan 2007)
Alexander Forbes Namibia (June 2001 - May 2004)
Full Names
Surgé Fisch
Dependants
Three
Personal Information
- Place of Birth: Keetmanshoop
- Citizenship: Namibian
- Marital Status: Married
- Date of Birth: 21/01/1981
- Driving License: Code BE
References
Mr. Willie Losch, Liberty Life (now Standard Bank), 061 294 4111/0811273775 Mr. Danny Beukes, Sanlam, 061 294 7111/0811282256 Mr. Ivan Murangi, Alexander Forbes (Now GIPF), 061 205 1111/0814103572
Timeline
Senior Financial Adviser
Sanlam Namibia
09.2015 - Current
Business Development Manager
Liberty Life
03.2014 - 05.2015
Operations Manager
Liberty Life
09.2011 - 02.2014
Teamleader: Operations
Liberty Life
03.2009 - 08.2011
Embedded Product Consultant
Liberty Life Namibia
03.2007 - 02.2009
Team leader / Supervisor
Old Mutual
09.2006 - 01.2007
Portfolio Administrator
Old Mutual
06.2004 - 08.2006
Portfolio Administrator
Alexander Forbes Financial Services
06.2001 - 05.2004
No Degree - Financial Management N5
Upington College
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