Allan Walker
Assist Manager (financial consultant)
Talent
KokstadMember since July 18, 2026
Management SkillMicrosoft WordMicrosoft ExcelMicrosoft AccessPowerPointCommunication SkillsTelesales
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Management SkillMicrosoft WordMicrosoft ExcelMicrosoft AccessPowerPoint
About
To obtain a position that will enable me to use my strong experience dealing with clients on a day to day basis, and telephonic conversation with clients complaints or assistance.
Experience
Assist Manager (financial consultant) at Old Mutual (2022-04-01 – Present)
2 years at Old Mutual finance. 2 years Banking service, which include:
- App registering
- Cellphone banking and internet banking
- Statement downloading or printing
- Pin & cellphone change
- Fica compliant
- Meet sales target for funeral policies monthly and exceeded expectations
- Assist client with funeral claims and investment claims
- Assist client with claims on there cellphones when need be
- Solve client financial struggle with loan application
- Meet sales target with short term and loan term
- Home loans referrals
- Selling credit life along side loan application
Currently working for Absa Bank as a Sales Consultant.
Education
Matric in Grade 12 – Tholang senior secondary school (2015)
Business Management in NQF 6 – Ingwe tvet college (2018)
Skills
Assist Manager (financial consultant)
