Laveto Heuvel

With nine years of experience, a Higher Certificate in Wealth Management, and an RE5 anchoring my regulatory readiness, my work focuses on shaping client journeys that feel intentional rather than transactional. Each engagement has strengthened my ability to read priorities, translate complex information into something workable, and create moments of clarity that leave clients genuinely supported. That rhythm of informed conversation, steady relationship building, and thoughtful guidance defines how I deliver value.

Momentum grows when market awareness, disciplined follow-through, and confident decision support come together. Every client interaction is a chance to deepen trust, refine understanding, and provide service that consistently meets expectations. This approach has built a record of reliable portfolio discussions, meaningful needs conversations, and a service style that fosters long-term loyalty over short-term wins.

Financial Advisor - Old Mutual Insure - Pinelands, Cape Town, Western Cape

(2023-04)

• Manage sales of insurance and investment products for new clients and existing clients
• Drive outbound calling activity and respond to inbound calls with accurate information and professional service
• Secure new business through tailored financial solutions that support long-term client objectives
• Sell investment products with a focus on suitability, clarity, and responsible guidance
• Build and maintain strong client relationships through communication and reliable follow-through
• Review client portfolios to assess performance and recommend suitable adjustments
• Complete administrative duties that support compliance, record accuracy, and smooth processing
• Conduct needs analysis discussions to understand client goals and financial priorities
• Present product information clearly and confidently that enables informed decision making
• Track sales activity and maintain updated client information in required systems
• Follow industry regulations and company standards to ensure responsible practice
• Prepare documentation and submit applications with precision and attention to detail
• Support clients with policy queries and assist with updates, claims, and service requests
• Monitor market developments and product changes to provide current information to clients
• Participate in training sessions to maintain strong product knowledge and advisory capability

National Parts Inventory Manager - The Foschini Group (Pty) Ltd. - Parow East, Cape Town, Western Cape

(2022-06 - 2023-04)

• Manage product sales for existing clients with consistent attention to service quality
• Sell a wide range of TFG magazine and publication products with confident product knowledge
• Execute outbound calls with accuracy, professionalism, and a clear focus on conversions
• Identify client needs during calls and recommend suitable publication options
• Maintain strong client engagement through clear communication and reliable follow-through
• Update client records and sales information in all required systems
• Handle client queries about publication products and assist with subscription updates
• Work within company standards and regulatory requirements to ensure responsible sales practice
• Track personal sales performance and contribute to overall team targets
• Participate in training sessions to strengthen product knowledge and call effectiveness

Admin Assistant/Data Capturer - Sanlam Short Term Insurance - Cape Town, Western Cape

(2021-02 - 2022-01)

Sales Consultant - MiWay Insurance - Midrand, Gauteng

(2017-02 - 2018-03)

Achievements: 5-star review on Hellopeter, where client calls me by name and says "Laveto is an asset to MiWay. What an amazing consultant."

Higher Certificate in Wealth Management - Wealth Management - Moonstone Business School of Excellence (2025)

RE5 Representative in all categories of FSPs - Financial Services - Moonstone (2023)

Grade 12 - Elsies Senior Secondary School (2016)

Comprehensive Computer Technician A+ and N+ - Computer Technology - Sector Education and Training Authority (SETA) (2020)

Information Technology End User Computing - Information Technology - Sector Education and Training Authority (SETA) (2019)