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Vinny User

@vinnyuser1

Financial Advisor at Sanlam / Concept Wealth Hennopspark, shaping retirement and savings plans with FAIS and FSCA compliance.

South Africa

Message

What I'm looking for

I'm ready to bring my experience and people skills to a new opportunity where they can make a difference.

At Sanlam / Concept Wealth Hennopspark, I provide financial planning and advisory services, helping clients structure retirement annuities, tax-free savings, and funeral cover. I ensure client interactions comply with FAIS and FSCA regulations.

I develop personalized restructuring proposals to optimize client portfolios and reduce premiums, and create WhatsApp and email-ready communications that simplify financial concepts. I also conduct retirement annuity portfolio reviews and facilitate e-signing.

Before this, I managed a small business and worked across customer service, call center operations, procurement, and sales. At Eagle Group, I directed call center operations and developed employees for leadership roles; at Educor, I negotiated supplier contracts and managed a sales team.

Experience

Work history, roles, and key accomplishments

Current

Financial Advisor

Current

Sanlam / Concept Wealth Hennopspark

Apr 2024 - Present (2 years 6 months)

Provides financial planning and advisory services including retirement annuities, tax-free savings, and funeral cover consolidation. Ensures compliance with FAIS and FSCA regulations and develops personalized restructuring proposals to optimize client portfolios.

Financial Planning Annuities Tax Free Savings Funeral Cover Faiss FSCA Client Advisory Portfolio Restructuring E signing Communication Campaigns

Owner/Operator

Small Business

Sep 2020 - Apr 2024 (3 years 7 months)

Established and managed annual budgets with strict controls to ensure sustainability. Oversaw daily operations including sales, marketing, and financial management, and developed growth strategies to achieve revenue goals.

Budgeting Financial Management Sales Marketing Business Strategy Operations Management

Frontline Customer Service & Call Center Manager

Eagle Group

Nov 2016 - Jul 2020 (3 years 8 months)

Directed call center operations, setting performance targets and quality benchmarks. Trained employees for leadership roles, implemented CRM safeguards, and built client relationships to improve retention and loyalty.

Call Center Management Customer Service Team Leadership CRM Data Protection Customer Retention Cross functional Coordination

Procurement Officer

Educor

Dec 2009 - Sep 2016 (6 years 9 months)

Negotiated supplier contracts to secure favorable pricing and delivery terms. Maintained optimal supply levels, reduced warehouse downtime, and analyzed procurement data to improve efficiency and cost savings.

Procurement Supplier Negotiation Contract Management Supply Chain Warehouse operations Data Analysis Cost Reduction

Sales Manager

Educor

Jul 2005 - Nov 2009 (4 years 4 months)

Managed a sales team of 30, coaching staff to exceed revenue targets. Built strategic relationships with suppliers and clients, and conducted market research to adjust strategies and achieve sales goals.

Sales Management Team Leadership Coaching Revenue Growth strategic relationships Market Research Sales Strategy

Sales Executive

Intec College (Educor)

Dec 1994 - Jul 2005 (10 years 7 months)

Delivered consistent revenue growth through effective sales strategies. Presented products to clients using tailored presentations and solutions, and built long-term customer relationships to support business growth.

Sales Revenue Growth Client Presentations Customer Relationship Management Solution Selling