Financial Advisor - Comprehensive Personal Solutions Financial Services
(2026-01)
- Client recruitment, analysis, advice, product solution and client retention
Administrative Internship - Department Environmental and Nature Conservation
(2018-10 - 2019-03)
- Provide financial administration support services
- Provide supply chain clerical support services
- Liaise with internal and external stakeholders in relation to procument services
- General clerical support - capture and retrieve correspondence data
- Handle routine enquiries
- Distribute documents and type letters
- Maintain and keep filing system
Volunteer - Business Against Crime - Northern Cape Kimberley
(2016-01 - 2016-03)
Sales Executive - Imperial GM Kimberley
(2013-06 - 2014-06)
- Achieving sales targets
- Productivity
- Finding new clients and retaining them
- Marketing and selling all Imperial products
- Manage my expense budget
- Compiling and submitting regular reports
- Thinking and acting at a tactical level to ensure client level problems are overcome and resolved
- In-dept exposure to the entry level market
- Business procedures
- Analytical thinking
- Organizational awareness
- Leading and supervising
- Delivering results and meeting customer expectations
- Analyzing
- Planning and organizing
- Persuading and influencing
- Deciding and initiating action
Financial Advisor - SANLAM
(2005-09 - 2007-01)
- Productivity
- Finding new clients and retaining them
- Marketing and selling all SANLAM products
- Manage my expense budget
- Supervision of my personal assistant
- Regular and effective reviewing of client information and products
- Compiling and submitting regular reports
- Thinking and acting at a tactical level to ensure client level problems are overcome and resolved
- In-depth exposure to the entry level market
- Analytical thinking / Numerical ability
- Organizational awareness / Leading and supervising
- Delivering results and meeting customer expectations
- Analyzing, planning and organizing
- Persuading and influencing / Deciding and initiating action
Client service consultant - Pro Sano Medical Aid Scheme
(1998-03 - 2005-08)
- Office administration
- Client service
- Diarising
- Filing
- Meeting preparations
- Typing documents for regional council
- Office equipment management
- Financial report
- Problem Solving
- Preparing and sending documents to head office
- Secretarial support to regional council
- Accounts preparation
