Ntuthuzelo Sobalisa

Results-driven and detail-oriented Insurance and Sales Professional with extensive experience in client relationship management, financial services, and insurance administration. Proven track record in sales generation, compliance adherence, and delivering high-quality customer service. Skilled in managing end-to-end client processes, maintaining CRM systems, and achieving sales targets in fast-paced environments.

Health Sales Consultant - Discovery Connect

(2025-08)

• Generate sales opportunities through proactive engagement with high-value clients.
• Conduct virtual consultations (Zoom) to perform comprehensive Financial Needs Analyses (FNA).
• Achieve and exceed monthly sales targets across Discovery Health and Vitality products.
• Build and maintain strong client relationships through professional advisory services.
• Manage sales pipelines, appointments, and personal schedules efficiently.
• Ensure full compliance with regulatory and company standards to secure commissions.
• Support onboarding processes and handle client queries and plan amendments.

Insurance Administrator / Consultant - RFAdvice

(2024-04 - 2025-04)

• Acted as primary client contact, managing queries and providing policy updates.
• Processed new business applications end-to-end, including onboarding and submissions.
• Ensured compliance with FAIS regulations and internal risk policies.
• Maintained accurate records of all client interactions within CRM systems.
• Prepared documentation for client reviews, including fund values and suitability letters.
• Managed fund switches and administrative updates.
• Resolved client issues efficiently, escalating risks where necessary.

Recruitment Consultant (Part-Time) - Ambition 24hrs

(2021-11)

• Conduct high-volume recruitment, including sourcing and interviewing candidates.
• Manage client communications and coordinate interview processes.
• Operate switchboard and maintain accurate recruitment records.

Sales Consultant / Underwriter - Santam Insurance

(2015-11 - 2021-06)

• Assessed insurance risks and underwrote policies.
• Prepared quotations and negotiated terms with clients.
• Maintained long-term client relationships and ensured retention.

Sales Consultant - Woolworths Financial Services

(2009-08 - 2014-07)

• Delivered customer service and resolved client queries.
• Sold financial products including store cards and personal loans.
• Achieved sales targets and upsold additional products.