CURRICULUM VITAE
OF
KAREN RHODA SMITH
P e r s o n a l I n f o r m a t i o n
Name
Date of Birth
Identity Number
Marital Status
Languages
English
Afrikaans
Nationality
Highest Qualification
Karen Rhoda Smith
22 December 1972
-
Widow
Excellent
Excellent
South African
Marketing Diploma
Eldorado Park Senior Secondary School
Afrikaans: First Language
English: Second Language
Biblical Studies
Introduction to Criminology and Anthropology
Typing
C o n t a c t D e t a i l s
Physical Address
Cellular Phone
E-Mail Address
23 Martha Street
Linmeyer, Johannesburg
South Africa--
T r a i n i n g
Word Processor
Lotus 1-2-3
DOS
Q & A
MultiMate
Q-fund
Publisher
Word Perfect 5.1
MS Word (Windows)
Power Point
Basic Excel
Word 6.1
E-Mail
Internet
Quark Express
Other courses:
Secretarial Diploma
Pitman Typing
Basic Accounting
Business Principles/Office Skills
Business Calculations
Varsity College
Marketing Management
University of the Free State
Intensive Project Management Programme
Facilities Management Programme
E m p l o y m e n t H i s t o r y
South African Federation for Mental Health
(November 1991 – November 1994)
Job Title:Receptionist/Junior Secretary
Key Performance Areas
Switch board
Data Capturing
Typing of Minutes
Typing correspondence to Brokers
Calculating commission for consultants
Preparing quotations
Liaising with Brokers and clients
Ordering stationery for department
Organizing Management diary
Arranging Broker conferences
SAGE LIFE
(December 1994 – June 1995)
Job Title:Broker Administrative Assistant
Key Performance Areas
Administrator to a group of 8 Broker Consultants
Capturing Claims onto the company’s data system.
Filing of documentation
Composing letters for Broker Consultants
Answering telephone calls on behalf of brokers
Scheduling appointments
Liaising with Independent Brokers for outstanding documentation and requirements
Liaising with back office to ensure that all broker’s requirements is resolved.
Equip Broker Consultants with the necessary documents and brochures for their presentations.
Southern Life
(July 1995 – September 1996)
Job Title:Broker Consultant
Key Performance Areas
Developing and maintaining independent broker relationships
Marketing and training a unit of eighteen Insurance Brokering Companies/intermediaries pertaining to the company`s products and services
Managing, growing and retaining the existing relationship between the company`s, independent and corporate brokers/intermediaries
Presenting new products to Brokers ensuring that they are well equipped with the relevant information to sell the products and services to their clients.
Keeping up to date with competitor products, services and industry developments.
Regular travelling to Brokers Offices and constant, liaising with back office to ensure that all queries are resolved
Further assisting brokers by ensuring that all their client’s underwriting requirements are met, including arranging client medicals.
Airports Company of South Africa
(October 1996 – June 1998)
Job Title:Personal Assistant to Property Director
Key Performance Areas
Monthly report writing
Feasibility Compilation
Typing correspondence
Typing Minutes
Liaising with clients
Co-ordinating Professional Teams
Guardforce International
(June 1998 – February 1999)
Job Title:Sales Executive
Key Performance Areas
Selling and marketing warehousing space
Cold Calling and canvasing
Servicing existing clients
Presentations
Administration
MBM Change Agents
(February 1999 – January 2000)
Job Title:Secretary
Key Performance Areas
Secretary/Receptionist for Management Consultants
Switch Board
Mainly typing workshop notes
Compiling workbooks for workshops
Liaising with corporate clients
Researching background of potential clients on the internet
Overseeing computer network and maintenance of all computer programmes in the office
CRM Solutions
(January 2000 – November 2000)
Job Title:Marketing Executive
Key Performance Areas
Responsible for marketing a new Customer Relationship Management Solution and mainly building a client base for a newly established CRM company in South Africa
The position involved cold calling, presentations to groups of up ten people on senior level
Organising seminars as well as administration
Heartland Leasing
(August 2001 – July 2010)
Job Title:Leasing Executive/Broker Liaison Officer
Key Performance Areas
Responsible for property acquisition and/or disposal of commercial and industrial property
Executed leasing and marketing strategies of all vacant buildings and land within the AECI footprint, a gross lettable area of approximately 160 000 square meters of commercial, industrial, laboratories and residential space
Marketed the properties and its vacancies by advertising through a wide variety of publications including on bill boards, media magazines and brochures
Marketed the vacant space to Property Brokers as well as potential tenants
Distributed regular updated vacancy schedules to Property Brokers
Involved in financial forecasting/budgeting of premises prior to letting and construction of properties
Allocated and managed space within buildings in order to establish each client’s individual needs
Refurbished and/or re-designed premises to client’s specification and requirements
Accompanying brokers and their clients when viewing vacant properties
Cold calling and thereby introduced space to new clients
Assisted potential clients with space planning and office layouts inspected and prepared buildings prior to viewing
Co-ordinated safety induction meetings between clients and client managers to ensure that all safety standards of the properties were met according to the client’s business and government regulations
Co-ordinated utilities meetings for services required in industrial premises in accordance with the requirements of the Industrial areas, ensuring that facilities meet government regulations and environmental, health and security standards
Managed building maintenance activities
Organised security and general administrative service
Submitted monthly reports indicating total gross lettable area per category, vacancies and of previous month as well as additional vacancies/properties
JHI
(August 2010 – July 2013)
Job Title:Leasing Consultant
Key Performance Areas
Marketing and letting of commercial and industrial property
Cold calling
Advertising properties in property related media
Preparing leases to be typed out by the administrative staff
CRE8Work
(August 2013 – June 2014)
Job Title:Sales Consultant
Key Performance Areas
Negotiating contracts
Cold calling
Interviewing and assessing prospective applicants and matching them with the vacancies at the client companies
Arranging applicant, client interviews
Advertising vacancies through different media methods
Preparing applicants for interviews with clients
Building and maintaining relationships with clients
Liberty Life
(January 2015) Current
Job Title:Financial Adviser
Working with clients to understand and resolve their short term-and long term goals, overall lifestyle and level of risk tolerance, in order to provide tailored advice and develop effective financial objectives.
Cold Calling
Presentations to individuals, corporates and groups
Administration
Regular liaison with back office to ensure client’s underwriting requirements are met
Arranging medicals for insurance purposes
Keeping up to date with competitor products and services as well as industry developments