Gcobisa Nyebetu

Results-driven Sales Agent & Palaplanner with 13+ years financial services outbound sales and client support at Old Mutual. Specialised in Group Scheme Products, lead generation, policy reviews and CRM Systems including Breeze, 1Stream and Tableau.

Support Paraplanner - Old Mutual DFA

(2022-08)

• Generate qualified leads for financial advisors through targeted outbound campaigns
• Conduct policy reviews and update client personal details on 1Stream and Secure Services
• Process online requests via OM Protect and Gateway, ensuring 100% FAIS compliance
• Minimize business risk by adhering to processes and procedures for data protection
• Systems: 1Stream, Secure Services, OM Protect, Gateway and Outlook Web

Sales Agent - Old Mutual Retail Mass Foundation Call Centre

(2013-10 - 2022-04)

• Executed outbound sales of Old Mutual Group Scheme Products: Life Cover, Funeral Plans, Investments, Education Plans
• Managed inbound customer service, policy activations and online requests for internal and external clients
• Consistently achieved monthly sales targets in high-volume call centre environment
• CRM Systems: Breeze, Craft, Polycom, Tableau and Qlinks

Sales Agent - Old Mutual Activate and Emerald

(2012-11 - 2013-05)

• Increased policy benefits for active clients on Greenlight Life Cover through outbound calls
• Educated clients on product upgrades to improve retention and policy value

Sales Agent - SA Commercial

(2012-04 - 2012-10)

• Sold Old Mutual Group Scheme products via outbound calls: Funeral Plans, Life Cover and Investments
• Built pipeline of new clients through cold calling and lead qualification

Sales Agent - Da Vinci Call Centre

(2010-10 - 2012-03)

• Outbound sales of cellphone contracts; inbound sum card activation and customer queries
• Handles high call volumes while maintaining quality assurance standards

Matric - Luhlaza High School (1998)

Diploma - Computers - Oval International Computer Education