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Frank Gumbi

Frank Gumbi

Financial Advisor

Talent
PretoriaMember since September 24, 2026
Negotiation
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Negotiation

About

A hardworking, reliable and motivated professional with experience in financial advising, sales and customer service. I am a confident communicator who works well with people, adapts quickly to new environments and remains committed to achieving targets and delivering excellent service. I am a responsible and dedicated individual with a strong work ethic, positive attitude and willingness to learn new skills and take on new challenges.

Experience

Financial Advisor at Sanlam (2025-05 – Present)

Was responsible for acquiring and advising clients on suitable financial and insurance products while maintaining strong customer relationships. Generated leads, conducted client consultations, presented product solutions, followed up with prospects and worked towards monthly sales targets. Developed strong communication, negotiation, customer-service and relationship-management skills while working in a competitive, target-driven environment.

Telesales at MaxLaw Credit Legal (2026-01 – 2026-05)

Was held responsible for engaging prospective and existing customers through telephone sales, identifying their needs and recommending suitable products and solutions. Successfully promoted products and services, explained benefits and pricing, converted leads into sales, and worked consistently towards daily, weekly and monthly targets. Maintained strong customer relationships through professional communication and effective follow-ups, while handling customer questions and objections confidently.

Kept accurate sales records, worked independently and as part of a team, and maintained a positive, professional attitude in a fast-paced, target-driven environment.

Marketing Agent & Specialist at Credico (2025-01 – 2025-12)

Had been responsible for visiting and engaging with potential and existing customers to promote and sell products and services. Generated new leads through face-to-face interactions, networking and referrals, while identifying customer needs and recommending suitable solutions. Built and maintained strong customer relationships, presented products professionally, followed up on leads and worked consistently towards daily, weekly and monthly sales targets.

Handled customer enquiries and objections professionally, maintained accurate sales records, represented the company positively, and demonstrated confidence, resilience and persistence in a competitive, target-driven environment.

Skills

Financial Advisor

Reviews

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