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Charles V. — Senior Financial Services Executive Trainer from South Africa

Charles V.

Senior Financial Services Executive Trainer

South Africa 6+ years
Open to offersNew to Platform
Languages
English
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About

Charles V. is a seasoned professional from Cape Town, South Africa, with over 30 years of experience in the financial services and insurance industries. As an Executive Trainer & Coach, he specializes in business strategy, sales strategy, marketing and branding, and product innovation, offering services both globally and remotely. His professional journey includes impactful roles such as Chief Sales & Marketing Officer at African Unity Life, where he led initiatives resulting in 23% revenue growth in group schemes sales. At KGA Life, as Chief Sales & Marketing Officer and Acting CEO, he achieved a remarkable 34% revenue increase in 2012. Charles has also served as a Senior Training Consultant at Sanlam Life, delivering expert training in financial products and sales techniques. He holds a law degree from the University of Pretoria and has completed extensive management development courses. Fluent in Afrikaans and English, Charles is open to international and remote engagements, utilizing his expertise in executive coaching and strategic facilitation.

Experience

  • Independent Business Consultant & Executive Trainer

    null · 2022 — Present
    Provide executive training and coaching in financial services and insurance. Conduct workshops focused on business strategy, sales strategy, marketing, and branding. Facilitate product innovation and go-to-market strategy sessions. Deliver international training programmes both remotely and onsite.

  • Chief Sales & Marketing Officer

    African Unity Life · 2016 — 2022
    Lead sales, marketing, branding and distribution efforts. Train and coach senior leaders and sales management teams. Develop product innovation strategies and go-to-market plans.

  • Independent Business Consultant

    null · 2014 — 2016
    Act as a business consultant, focusing on brand development, enhancing sales strategy, creating high-performance sales channels, and driving product innovation in the insurance sector.

  • Chief Sales & Marketing Officer / Acting CEO

    KGA Life · 2010 — 2014
    Manage executive leadership and strategic direction. Provide coaching and development for senior management. Lead initiatives in sales strategy and product development.

  • General Manager: Distribution & Marketing

    UNION Life Limited · 2007 — 2010
    Develop and diversify distribution channels. Ensure establishment of efficient sales channels across branches. Focus on meeting sales targets and managing budgeted expenses. Conduct market research and product development aimed at lower income markets.

  • Independent Business Consultant

    null · 2004 — 2007
    Serve as a professional business consultant, specializing in brand development, sales strategy improvement, high-performance sales channels, and product innovation within the insurance industry.

  • Executive Management and Senior Training Consultant

    Sanlam Life · 1990 — 2004
    Oversee sales, marketing, branding, and distribution teams. Deliver training for senior-level professionals on financial products and sales techniques. Design and facilitate professional training programmes.

  • Advocate of the Supreme Court of South Africa

    null · 1986 — 1989
    Engage in law practice.

Skills & Expertise

Digital MarketingCRMLead Generation Cold CallingDaVinci ResolveSales

Education

  • LLB law
    University of Pretoria · — — 1985
  • BLC law
    University of Pretoria · — — 1983

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