Marketing executive / Financial Advisor
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I am a self-motivated Sales executive / financial Advisor with over 17 years of experience in business development, financial planning, call center, sales and marketing. I am a diligent worker, take pride in my work, have a total belief in what I do and a drive to perform in marketing and communications positions. I am also eager to work even beyond required time, under pressure. My ability to work with a team of different people is an added bonus.
Here are some of my skills:
My broad experience and range of skills make me a superior candidate for any communication position.
o handling problems or queries that require a higher level of authority o helping to improve the performance of each individual agent to help meet the required targets o Conducting weekly performance reviews and weekly administration duties
Business Development Manager November 2017 – October 2020
o Development and maintenance of the business website & E-store.
o Setting goals and developing plans for business and revenue growth.
o Researching, planning, and implementing new target market initiatives.
o Pursuing leads and moving them through the sales cycle.
o Developing quotes and proposals for prospective clients.
o Attending conferences and industry events.
Personal Financial Advisor (mandated) February 2013 – 0ctober 2014
o Meet with clients in person to discuss their financial goals.
o Explain the types of financial services we provide to potential clients.
o Recommend investments to clients or select investments on their behalf.
o Help clients plan for specific circumstances, such as education expenses or retirement.
o Advice clients about new investment opportunities, funeral insurance, life & disability cover.
Financial Advisor (mandated) December 2011 – January 2013
o Meet with clients in person to discuss their financial goals.
o Explain the types of financial services we provide to potential clients.
o Recommend investments to clients or select investments on their behalf.
o Help clients plan for specific circumstances, such as education expenses or retirement.
o Advice clients about new investment opportunities, funeral insurance, life & disability cover.
Johnnic Communications Picasso Headlines (Magazine publishing division)
Marketing Executive October 2007 – December 2010
o Marketing Executive for the South African Journal of Social & Economic Policy Magazine.
o Building and sustaining long-lasting relationships with existing and potential clients.
o Setting up meetings with potential clients to present advertising proposals and address their concerns.
o Attending sales meetings, trade shows, and training workshops to network with potential clients.
o Persuading clients to purchase magazine advertising and advertorial space by communicating the benefits of various types of advertising in our publications.
o Providing recommendations on suitable formats, advertising mediums, and font sizes o Designing and preparing sample advertisements for clients.
Marketing Executive February 2005 – September 2007
o Marketing Executive for the skills development & Training Magazine.
o Building and sustaining long-lasting relationships with existing and potential clients.
o Setting up meetings with potential clients to present advertising proposals and address their concerns.
o Attending sales meetings, trade shows, and training workshops to network with potential clients.
o Persuading clients to purchase magazine advertising and advertorial space by communicating the benefits of various types of advertising in our publications.
o Providing recommendations on suitable formats, advertising mediums, and font sizes o Designing and preparing sample advertisements for clients.
False Bay College Good Hope Campus
Business studies & Computer practice o Essential courses completed: Business English, accounting, Economic & Legal, Business Practice, MS office
Computer studies o Essential courses completed: Introduction to personal computers, Advance Ms Office, Pc hardware & components, Pc Architecture, Operating System, Software and Tools
Call Center training & Computer studies June 2004 – June 2006
o Essential courses completed: inbound call center, outbound call center, offshore call center, telephone ethics and call center communication.
Professional Music Production Course February 2005 – December 2005
o Essential courses completed: Audio technology fundamentals, Audio Post Production, Music Business Principles and Production.
