Palesa Mooki
WEALTH MANAGEMENT
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About
Highly Motivated Individual, Driven & Always Eager To Learn
Experience
Sales Agent - MIWAY
(2016-01 - 2017-12)
Responsible for selling short-term insurance products, providing clients with tailored coverage solutions, and guiding them through the application process. Focused on meeting client needs while achieving sales targets and maintaining excellent customer service.
Sales Agent - FUNXION O (CELL C)
(2018-01 - 2022-12)
Specialized in selling cell phone contracts by matching customers with the best plans and devices to suit their needs. I provided product knowledge, handles applications, and ensured a smooth onboarding experience while meeting sales targets
Retention Consultant - 1LIFE INSURANCE
(2022-01)
I specialize in retaining insurance policies that are at risk of cancellation. My role involves engaging with clients who intend to cancel their policies, addressing their concerns, and providing tailored solutions to encourage policy continuation.
Education
Matric - Moletsane Secondary School (2015-12)
RE 5 - Wealth Management
