Adrian Ndunyunu

I am a motivated and dynamic individual with a strong foundation in short-term insurance and financial advising. Known for being solution-oriented, adaptable, and focused on achieving results. Possesses excellent interpersonal skills, a natural ability to build client relationships, and a commitment to ongoing professional growth. Eager to bring value to any team through a combination of strategic thinking and hands-on problem-solving.

Financial Advisor at Personal Capital (2019-01 – 2025-01)

Provided financial advisory services in the short-term insurance sector

• Provided tailored financial advice to clients in the short-term insurance sector
• Managed the full sales cycle including lead generation, underwriting, and client onboarding
• Handled policy administration, including amendments and renewals
• Processed insurance claims, ensuring quick turnaround and exceptional client service
• Assisted with back-office support and compliance documentation under FAIS Act requirements

Health Consultant (Sales) at Optivest Health Services (2025-01 – Present)

Providing professional advice on medical schemes and related products

• Providing professional advice on medical schemes and related products, conducting needs analyses, and preparing comparative quotes
• Converting company-provided leads into sales and managing client portfolios
• Compliance: Adhering to FAIS and FICA regulations
• Communication: Engaging with clients telephonically, and electronically

Grade 12 – Eben Donges High School

National Certificate in Wealth Management in Wealth Management – Excellentia Training Solutions (2022-01 – 2023-12)

National Certificate in Short-Term Insurance in Short-Term Insurance – Excellentia Training Solutions (2020-01 – 2021-12)