Nomsa Gumede
Financial Adviser
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About
Dynamic professional Visa Consultant with over 2 years of experience in administrative support and client relations. Possessing a Certificate in First level Regulatory Examination and skills in underwriting, claims management and customer service. Known for efficiently driving sales initiatives and improving operational efficiency through effective administrative practices.
Ready to leverage financial expertise and strategic marketing skills to contribute positively as a Part-Time Financial Adviser in the Richards Bay / Empangeni / Esikhawini area.
Experience
Visa Consultant at TLS Contact South Africa (2023-08 – 2026-02)
- Executed filing processes to maintain accurate and organized records.
- Conducted underwriting assessments to evaluate client applications.
- Developed and executed marketing strategies to increase client engagement.
- Managed claims processes, ensuring timely resolutions and customer satisfaction.
- Drove sales initiatives to meet established targets and expand the client base.
- Oversaw administrative duties to support operational efficiency.
- Managed front desk operations, providing exceptional reception services.
- Performed underwriting and claims management, ensuring compliance with policies.
- Streamlined administrative tasks to enhance overall productivity.
Sales Agent at Hollard Life Assurance (2015-07 – 2018-12)
- Oversaw administrative functions to support daily operations.
- Executed filing task to ensure organized documentation.
- Provided outstanding customer service, addressing client inquiries and concerns.
- Drove sales initiative to meet established targets.
Intern at Indwe Risk Services (2012-05 – 2015-05)
- Performed underwriting and claims management ensuring compliance with policies.
- Managed claims processes, ensuring timely resolutions and customer satisfaction.
- Conducted underwriting assessments to evaluate client application.
- Developed and executed marketing strategies to increase client engagement.
Education
National Diploma in Ecotourism Management – Durban University of Technology (2010-01 – 2013-05)
National Senior Certificate – Injoloba Secondary School (2005-01 – 2005-12)
Certificate, First Level Regulatory Examination: Representatives – Financial Planning Institute of Southern Africa (2015-05 – 2015-05)
Certificate of Attendance in Telephone Selling Skills – KZN Business Training Centre (2022-04 – 2023-05)


