Craig Feldman has over 25 years of experience in the insurance and financial services industries. He has held roles in direct sales, business development, and account management. Currently, he is seeking a new opportunity in corporate sales and is eager to contribute as a valued team player. He has extensive experience with a variety of products including life insurance, health insurance, income protection, and retirement planning.

1. Craig Feldman
Curriculum Vitae

2. PERSONAL DETAILS
SURNAME: FELDMAN
FIRST NAME: CRAIG
IDENTITY NUMBER: 6711235088081
DATE OF BIRTH: 23 November 1967
SEX: Male
DEPENDANTS: One
NATIONALITY: South African
HOME LANGUAGE: English
OTHER LANGUAGES: Afrikaans
HEALTH: Excellent
DRIVERS LICENCE: Code 08
HOBBIES/SPORT: Golf, Swimming, Gym, Hiking, Bridge & Reading.
POSTAL ADDRESS: P.O. Box 48892
Roosevelt Park
Johannesburg
2129
CONTACT 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

3. 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PAST ACCREDITATIONS: (now outdated)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 strengthsare actingas a thirdpartysalespersonbyservicingandassistingFinancialAdvisorsas
permy CV.Employmenthistoryalsoincludesdirectsalestopolicyholdersandpotential clients/
prospects.Ihave had experience innumeroussectorsof the marketrangingfromlife Assurance,
healthcare,shortterm,funeral cover,accidentalhealthplansandhospitalgapcover,aswell as
income protection.Iama peoplesperson,diligent,enthusiasticanda definiteteamplayer.Iam
alwaysinterested inimprovingmycareeropportunitiesaswell asassistingthe companyIrepresent
become more successful due tomycontribution. Positionofferswitha career change are most
welcome.
I do nothave a criminal recordandI have a clearcreditrecord.I have a validdriverslicence,myown
car andI am willingtodoextensive 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’.

4. All Previousemployment 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 conservation
Internal leads supplied / own leads sourced
Further 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.

5.  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 Marketing
Cold 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

6. 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 industry
Educational training to medical aid members on a one-to-one basis or group
training at respective companies

7. Organizing sales team ‘bosberaad’s’
Marketing of healthcare products
General budgetary administration of company.
Future strategy planning for company and departments
Setting up of administrative procedures within the company
Training of Sub Agents
DCCI 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
companies
Handling of individual member problems and questions telephonically and
face to face
Procuring of New Business
Monthly reconciliations
Plan 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.

8. 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 servicing
Marketing new and existing life assurance products
Procuring 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 brokers
Processing 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.