Ofentse Skossna

I am passionate about helping individuals and businesses make informed financial decisions that support long-term wealth creation and financial security. Through my studies and training, I am building a solid foundation in analyzing financial needs, understanding market trends, and delivering client-focused solutions. I am eager to gain hands-on experience, grow within the financial industry, and contribute positively to a dynamic organization while continuously enhancing my professional skills and knowledge.

Tied Agent at Hollard Insurance Company (2024-01 – Present)

• Meet or exceed individual lead and sales goals.
• Travel to meet prospective and existing clients in the field.
• Present, promote, and explain Hollard insurance or financial products.
• Help customers complete application forms and process initial paperwork
• Maintain professional corporate identity and conduct during field visits

Sales Advisor at Mveledzo Risk Solutions (2026-03 – 2026-07)

• Attend compulsory product, sales development, and compliance training.
• Follow regulatory and internal quality standards to treat customers fairly.
• Coordinate schedules, meetings, and route plans with team leaders or branch managers

Wealth Management NQF Level 5 at INSETA (Insurance Sector Education and Training Authority) (2024-03 – 2025-02)

During a Wealth Management NQF Level 5 experience, I supported senior advisors by analyzing client financial goals, risk profiles, and asset allocations, while tracking market trends and fund performance. Additionally, I managed critical administrative operations, including preparing reports for consultations, resolving queries, updating database records, and ensuring strict FICA/KYC compliance. Integrating advanced practice management methodologies, I utilized specialized financial planning software and CRM platforms to construct rigorous Financial Needs Analysis and compliance portfolio review packs for high-net-worth consultations.

By embedding FAIS, FIC Act, and Treating Customers Fairly (TCF) principles directly into the onboarding workflow, I transformed standard KYC verification into an audit-ready risk mitigation process, effectively reducing operational turnaround times while enabling senior advisors to maximize asset-under-management (AUM) growth.

Grade 12 – Kwa-Manala Secondary School (2023-01 – 2023-12)

National Certificate in Wealth Management – INSETA (Insurance Sector Education and Training Authority) (2024-03 – 2025-02)