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.
