Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Additional Information
Timeline
Generic

CLAUDIA WILMARIE TITUS

Summary

OWNER, BROKER, AND KEY INDIVIDUAL


Persuasive Broker with over 10 years of experience in the Insurance Industry.


Experienced business owner with a demonstrated history of driving profitability, operational efficiency and strategic growth. Skilled in identifying market opportunities, implementing innovative strategies and optimizing business operations. A result-oriented leader who excels in building high-performing teams and fostering a culture of excellence to achieve exceptional results.



Overview

15
15
years of professional experience

Work History

Principal Broker

Trustegic Financial Solution (Pty)Ltd
09.2021 - Current
  • Staff Training and Development
  • Budgeting
  • Customer Relations
  • Marketing Strategy Development
  • Team Leadership and Motivation

Broker

Profden
02.2017 - 06.2021
  • Assessed client's financial situations, offered strategic advice on various financial products and services and developed personalized financial plans.
  • Guided clients towards profitable and secure financial decisions
  • Marketing and selling of various financial products

Senior Financial Advisor

Old Mutual
11.2009 - 11.2016
  • Assisted clients with financial planning to meet financial goals.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize, and diversify portfolio.
  • Facilitated presentation and recommendation of services by optimizing client relationships.
  • Developed thorough understanding of each client's needs and financial situation by asking questions and conducting research.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Managed client portfolios on consistent basis and contacted clients to provide details on investments.

Education

Private School St Anne
Springbok, South Africa

Certificate in Financial Products

Milpark
Cape Town, South Africa
02.2015

First Level Regulatory Examination: Representative

FPI Examination Body
Cape Town, South Africa
02.2012

Skills

  • Relationship Building
  • Excellent Time management
  • Staff Training and Development
  • Budgeting
  • Customer Relations
  • Problem solving
  • Accuracy and attention to detail

Accomplishments

    Top Five Advisor for 5 consecutive years: 2010-2015

    Top Ten Broker for 3 years consecutively: 2017-2019

Affiliations

Licensed Financial Services Provider, FSP 51681, FSCA

Additional Information

Here is the story of my journey to becoming the owner of my own insurance brokerage, which, since inception has employed more than 80 sales representatives, part time and full time.

After completing school, I enrolled in university to study law but did not complete my degree. Instead, I started working at a very young age in the retail industry as a sales executive in the cosmetics section for Edgars. Following this, I worked for an estate agent, selling houses and managing rental of houses and apartments. I then took employment with an IT company, selling PCs, photocopy machines, and cellular phones.

After gaining valuable experience in the IT field, I transitioned into long-term insurance as a sales executive, selling life cover, funeral policies, investment- and retirement annuity plans. This path ultimately led me to open my own insurance brokerage in 2021, and I have never looked back. Being a people's person drove me to choose this career path.

Having my own business was not easy, but it has been incredibly rewarding. Making a difference in people's lives is what drives me. Happy and satisfied clients inspire me to do more and excel in the field of insurance. I would not have achieved this success without my love for interacting with people and making a difference in the lives of others.

By being in the retail industry, it gave me great experience in developing sales skills and a keen understanding of customer service and client satisfaction.

I have established Trustegic Financial Solution (PTY)Ltd in 2021 and after undergoing a strict and strenuous application process through the FSCA, my licence to operate was approved September 2021 and I was authorized to employ Representatives and sell insurance products as contracted by various Insurance Companies.

I currently have 3 contracts with major insurance companies to market and sell their products, of which Old Mutual is our main business partner.

My initial challenge was navigating the complexities of starting a business, building a strong team, building a client base from scratch, and establishing a trusted brand in the competitive insurance market.

I overcame these challenges by being resilient and hard working and also by cultivating a healthy and conducive working environment for all of my employees.

It is with tremendous gratitude that I have grown from a solo operation to a thriving insurance brokerage employing a substantial number of sales Representatives.

My vision for the future is to expand and grow the team and client base to every province of the country, as we are currently only operation in three provinces currently.

I would also like to diversify within the insurance industry, which will ultimately lead to manufacturing and training, thus more employment opportunities.

My journey from being a law student to the founder of a successful insurance brokerage is a testament to my passion for sales, commitment to client satisfaction, and unwavering determination. With a diverse background across multiple industries, I bring a wealth of experience and a unique perspective to the insurance market. My brokerage, built on the values of trust, excellence, and client-centric service, is poised for continued growth and success.

Timeline

Principal Broker

Trustegic Financial Solution (Pty)Ltd
09.2021 - Current

Broker

Profden
02.2017 - 06.2021

Senior Financial Advisor

Old Mutual
11.2009 - 11.2016

Private School St Anne

Certificate in Financial Products

Milpark

First Level Regulatory Examination: Representative

FPI Examination Body
CLAUDIA WILMARIE TITUS