Lekau Refiloe

Customer-focused sales and financial services professional with experience in retail, financial advisory, sales, and client relationship management. Skilled in customer service, cash handling, sales support, financial product promotion, and administrative tasks. Strong communication, problem-solving, and organizational abilities with a proven ability to build client relationships and achieve business objectives.

Sales Agent - Old Mutual

(2025-01 - 2026-12)

• Promote and sell financial products and services to new and existing clients.
• Conduct client needs assessments and recommend suitable solutions.
• Build and maintain long-term customer relationships.
• Assist clients with retirement and investment planning options.
• Maintain accurate client records and ensure compliance with company policies.

Financial Advisor - Metropolitan

(2024-01 - 2025-12)

• Provided financial planning guidance based on client goals and financial circumstances.
• Assisted clients with savings, insurance, and investment solutions.
• Conducted financial reviews and prepared recommendations.
• Built strong client relationships through professional service and follow-up.
• Stayed informed on financial products, regulations, and market trends.

Cashier - Student Hyper

(2023-01 - 2024-12)

• Handled transactions accurately and give customers a smooth checkout experience
• Issue recipients and handle refunds
• Promote loyalty cards, specials and store promotions
• Greet customers, answer basic products/ price queries

Cashier - CB Store

(2019-01 - 2023-12)

• Processed customer transactions accurately and efficiently.
• Delivered excellent customer service and resolved customer queries.
• Managed stock replenishment and inventory checks.
• Maintained a clean, organized, and professional retail environment.
• Supported sales initiatives through product promotion and upselling.

Matric - Masedibu High School (2012-12)

National Certificate - Capricorn TVET College (2014-12)