PERSONAL DETAILSSURNAME: FELDMANFIRST NAME: CRAIGIDENTITY NUMBER: 6711235088081DATE OF BIRTH: 23 November 1967SEX: MaleDEPENDANTS: OneNATIONALITY: South African HOME LANGUAGE: EnglishOTHER LANGUAGES: AfrikaansHEALTH: ExcellentDRIVERS LICENCE: Code 08HOBBIES/SPORT: Golf, Swimming, Gym, Hiking, Bridge & Reading. POSTAL ADDRESS: P.O. Box 48892 Roosevelt Park Johannesburg 2129CONTACT NUMBER: 082 330 1656

EDUCATION

MATRICULATED: 1985(Damelin College)

SUBJECTS: English Afrikaans Mathematics History Geography Biology

COMPUTER SKILLS Windows ‘95’ MS Word Excel Power Point Lotus Organiser & cc: Mail E-Mail user course Goldmine – CRM programme Pivotal – CRM programme

COURSES ATTENDED: Life Intermediary Certificate – IISA (LIC) IISA – currently studying ICiBsi ILPA Course Customer Count Telephone Skills Social Styles Comores Incentive Bonus and yearly seminars

ACCREDITATIONS

120 CREDITS through PPS (Professional Provident Society), to be completed by 2013, as well as all PPS product accreditations – All products / categories passed early 2011 - FAIS / FICA.

PAST ACCREDITATIONS: (now outdated) NMP NBC Bensure Medscheme Liberty Provia Member of AHBA (Reg. No: 1289) Sage Life FMI- Financial Management International

CERTIFICATES WILL BE PROVIDED ON REQUEST

INTRO:

My strengths are acting as a third party sales person by servicing and assisting Financial Advisors as per my CV. Employment history also includes direct sales to policy holders and potential clients / prospects. I have had experience in numerous sectors of the market ranging from life Assurance, healthcare, short term, funeral cover, accidental health plans and hospital gap cover, as well as income protection. I am a peoples person, diligent, enthusiastic and a definite team player. I am always interested in improving my career opportunities as well as assisting the company I represent become more successful due to my contribution. Position offers with a career change are most welcome.

I do not have a criminal record and I have a clear credit record. I have a valid drivers licence, my own car and I am willing to do extensive travel.

CURRENT EMPLOYMENT:Since January of 2012 I have channelled most of my energy and time into my already existing Shuttle business (established 2005). I have also continued doing freelance work for PPS (see below), by way of acquiring and securing confirmed leads for further possible sales for one particular branch in their Parktown offices. I have also continued marketing and doing ‘Voiceover’ work on a part-time basis. I am in the process of handing my shuttle business over entirely to existing partners for them to take full control of that business. I am now eager to return to the corporate market 100% and commit to being a valued ‘Team Player’.

All Previous employment history:

COMPANY: PPS – Professional Provident Society

PERIOD: February 2011 – 2012 - (to date)

DESIGNATION: MRD – Member Relations Division(Current 3 months training and initiation phase)

DUTIES: Direct sales / business conservationInternal leads supplied / own leads sourcedFurther information to be discussed in interview.

EMPLOYMENT HISTORY

COMPANY: FMI (Financial Management International)

PERIOD: 01/06/2006 to end January 2011

LOCATION: Mobile Business Developer Johannesburg / Pretoria

DESIGNATION: Regional Business Developer / Product Specialist

DUTIES: (To be discussed further in interview) Servicing of brokers, both Independent and Corporate

brokerages, including ABSA Bank and PSG brokers. Renewing of contracts for most brokers in accordance to

compliance issues and the FSB. Broker training and accreditation – both groups and individual

training is done. Financial Advisor profiling. Marketing the stable of products offered by FMI, predominantly

Income Protection plans and also includes regular ‘Life Assurance’ benefits.

Tracking of new business, commission tracking, quoting, product development and broker relationship building is done.

New brokers are sorted, categorised, identified, trained and serviced.

Team work/managing BC team at H/O. Presentations to clients and brokers are done – on request

group schemes are presented to Companies. ‘Trouble shooting’ – assisting in Broker queries, mediator

between H/O and Broker. Quote package loading, training and maintenance. Marketing / distributing of mail shots applicable to FMI Products,

tracking and responding.

COMPANY: HEALTH AND ACCIDENT UNDERWRITING MANAGERS PERIOD: 01/11/2003 – 31/05/2006

LOCATION: Rivonia

DESIGNATION: Healthcare Marketing Consultant

DUTIES: Marketing of Health Insurance products to the broker market as well as the marketing of Personal Accident, stand alone Disability

and Dread Disease products to a broker network throughout South Africa.

Underwriters include AIG, COMPASS and Goodhealth (Expat Products).

A portion of duties performed involved direct selling, product design, cold- calling and tracking of broker records. (Building a broker data base). Quotation and plan comparisons are done (Nationally).

FURTHER INFORMATION TO BE DISCUSSED IN INTERVIEW.

COMPANY: NMG – Levy Consultants and Actuaries

LOCATION: Randburg

DESIGNATION: New Business Consultant

DUTIES: Medical Aid MarketingCold calling on companies, to secure appointments with Directors, market the services as a brokerage.

Predominantly corporate companies were marketed to.General Employee benefits were marketed to companies across the board, including Pension fund services as well as HIV/Aids programmes.

Further information can be discussed in interview due to the fact that I terminated service on 31/07/2003.

COMPANY: SAGE LIFE

PERIOD: November 2001 to August 2002

LOCATION: KwaZulu Natal

DESIGNATION: Senior Consultant – Managing South Coast Region

DUTIES: Re-developing past relationships with brokers Introducing new potential brokers to Sage for future contracts Marketing of all Sage products Collection of new business and servicing existing policy holders

A strong drive was under way regarding “off shore” investments. At that point, I anticipated a fully-fledged satellite branch to be implemented under my management

COMPANY: THE LIFESENSE GROUP (PTY) LTD.

PERIOD: April 2001 - November 2001

LOCATION: Durban – KwaZulu Natal.

DESIGNATION: MD / Regional - Sales Executive

DUTIES: Marketing of LifeSense Group products Securing of New Business

Training of Sales Agents on Human Resources Management Systems, HR & IR information and Transaction portals Marketing of HIV/Aids Education programmes to corporate companies and medical schemes

Marketing of LifeSense Rape Care Programme Servicing of existing Corporate Healthcare Companies Organic growth of large client base and business conservation Managing a small staff compliment in this region

COMPANY: LIFESENSE DIRECT (PTY) LTD

PERIOD: October 1999 to April 2001

DESIGNATION: General Manager then promoted to Managing Director

LOCATION: Rosebank (Gauteng)

DUTIES: Managing of small sales force. Servicing of existing corporate healthcare clients

Procuring of new business Reconciliation of commission Relationship building with medical aid administrators

Training of all sales staff in the healthcare industryEducational training to medical aid members on a one-to-one basis or group training at respective companiesOrganizing sales team ‘bosberaad’s’Marketing of healthcare productsGeneral budgetary administration of company.Future strategy planning for company and departmentsSetting up of administrative procedures within the companyTraining of Sub AgentsDCCI and ZCB new business servicing on NMP medical aid plans, - over 1,200 companies secured. (Chambers of Commerce)

COMPANY: SOUTHERN HEALTHCARE JV (Anglo American Med. Aid)

PERIOD: March 1997 – August 1999

LOCATION: Rosebank (Gauteng)

DESIGNATION: Sales and Marketing Consultant

DUTIES: Marketing of Southern Healthcare’s various plans and benefits.Direct Marketing and Sales

Relationship development and training with brokerages and corporate companiesHandling of individual member problems and questions telephonically and face to faceProcuring of New BusinessMonthly reconciliationsPlan development and managed healthcare principals were trained and investigated on

COMPANY: INDEPENDENT LIFE ASSURANCE BROKER S. CLARKE AND COMPANY (4 MONTHS) MCA EXECUTIVE BROKERS (7 MONTHS)

PERIOD: May 1996 – March 1997

LOCATION: Gauteng

DUTIES: During the 4 months with the above organisation, I marketed and sold a range of products.

Most business sold consisted of child education policies, unit trusts, life cover for bond purposes, endowment policies and retirement annuities.An offer was received for a more lucrative opportunity and then joined a larger broker, namely MCA Executive Brokers.

There was more opportunity to grow in this field for self-development.

MCA EXECUTIVE BROKERS:

I acquired greater knowledge in the medical aid environment and life assurance health products, which I could utilise in a more pro-active way.

COMPANY: SAGE LIFE

PERIOD: October 1990 – April 1996

LOCATION: Gauteng

DESIGNATION: Life Broker Consultant

DUTIES: Broker liaison and servicingMarketing new and existing life assurance productsProcuring new business and recruiting of new brokers

Educational training on Life Assurance products, Retirement Planning, Unit Trusts, Tax Efficient Policies Lump Sum Business and general life assurance products

Building of relationships and customer services with brokersProcessing of new business and underwriting requirements for speedy and accurate acceptances.

Obtained Life Intermediary Certificate and was Promoted to Senior Broker Consultant

POST MATRIC (1985) TO 1990.................................1986 – 1989 (Summary)

After matriculating in 1985, I completed National Service (1986 / 1987). In 1988 I was employed as an administration clerk at the GPO in Cape Town. April 1989 – 1990.... I started my Insurance/Assurance career at Sage Life as a BLO (Broker Liaison Officer). Duties included the assisting of 3 broker Consultants with related day-to-day administration, policy servicing, underwriting and business tracking.