Financial consultant at Jet (2017-12 – 2018-08)
- Help customers apply for store accounts, credit, or financial products on tablets/computers
- Meet monthly targets for accounts opened, insurance policies
- Make sure all FICA docs, affordability checks, and disclosures are done properly
Cashier at Galaxy Bingo gaming and entertainment (2018-08 – 2021-08)
- Count out cash to customers who win at slots
- Start/end shift with float, balance till, do cash-ups
- Greet customers, explain promotions, handle queries
- Check ID for 18+, do responsible gambling protocols, follow AML/FICA rules
Financial advisor at Old Mutual (2021-09 – 2026-04)
- Meet clients 1-on-1 consultations to understand goals, budget, risk
- Financial planning: Budgeting, debt, emergency fund, retirement planning, tax, estate planning
- Sell OM products: Life insurance, Funeral cover, RA, TFSA, Unit Trusts, Income protection
- Service existing clients: Annual reviews, claims, policy changes
- Meet targets: New business sales targets + AUM targets
- Compliance: FICA, FAIS record-keeping, disclosures. Everything must be compliant
