Sune Smit

Background

About Sune Smit

Dynamic financial services professional with a B.Com Honours in Business Management and a Postgraduate Diploma in Financial Planning (NQF 8) complemented by hands-on experience across insurance, investment, and automotive finance. Trained in 27 management models, I excel at translating client expectations into tailored strategies that drive growth, protect assets, and optimize financial outcomes. Remaining relevant as a change agent in an ever-changing world, I believe in building a brand externally, a business development culture internally and to drive change throughout the marketing sales practices and management of your company. NOTEWORTHY ACHIEVEMENTS • 2024 – Broker Consultant Risk Champion 3rd Position (100% of Total Annual Risk REM PCR target) • 2024 - Liberty Rising Star Nominee - earning a study bursary • 2022 - Awarded Golden Key Membership • 2021 - Scored 74% on UFS Business Management research study: “The Role of human and social capital on the economic performance of SME’s in South Africa” • 2021 - Part of UFS Diamond League • 2020 - Ranked 2nd in TATA Marketing Campaign, competing against 250 fellow students - earning a study bursary CORE COMPETANCIES • Financial Analysis and Interpretation • Client Relationship Management • Product and Market Strategy • Compliance and Risk Management • Sales Leadership and Target Achievement • Communication and Presentation • Planning, Organising and Deadline Management • Problem Solving and Adaptability With an eye for opportunities and a talent for orchestrating spaces where customers, markets and partnerships can be brought together to create opportunities for growth, I am looking forward to being granted the honour of meeting you soon. Yours respectfully, Suné Smit