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Jenny Molefe

Jenny Molefe

Financial Advisor

Liberty Group

Pretoria, South Africa

Ask yourself this one simple question: What will happen to all my hardwork when I pass? If you don't know you then you need me. I will take you through the Risk planning and Invest ment planning & find your perfect suit.





MMI Holdings Limited

Finance Administrator (Sales)

To provide support to the Finance Department and assist in the implementation of various finance related activities. 

General Responsibilities/ Skills:

MMI Holdings Limited

Investment Service Specialist

Investing clients money in required Funds for investment growth: Fund Availability/Fund Fact Sheet and Performance Summary
Transferring funds such as Retirement Annuities & Pension Funds between reputable companies
Mediating between Brokers, Clients and the Company with regards to new products being developed
Organizing and attending of client meetings discussing contracts
Capturing of application received
Liaising with external institutions such as SARS for payments from Pension and Provident Funds as well as Retirement Annuities, also to verify Tax.
Processing of claim.
Generate letters to clients and brokers regarding new products on offer
Verification of payments made
Excellent customer services skills
FICA-KYC on clients to validate the correctness of information given
Scanning/Faxing of Documents to relevant contracts/Departments and external institutions
Filing of request forms and documents
Handling various investment types such as: Investment Funds.

(Being part of a social responsibility team)