Palesa Thabatha
Financial Advisor
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About
I am hard-working individual with excellent team player and communication skills that can integrate into any work sphere of work or environment.i assert myself with diligence and discipline in everything i do, be it personal or professional. I do well with people and carry myself in a manner that is conducive to achieving efficiency and effectiveness. I do well under pressure, but seek help when it's necessary.
My biggest motto in life is to do unto others what I wish could be done unto me. This lends to the approach that I apply in my everyday life and everything in general.
Experience
Financial Advisor - Metropolitan Life Ltd
(2015-03 - 2017-06)
- Advising clients on saving
- Creating awareness on saving
- Advisory on financial planning
- Advisory on insurance products
- Direct and indirect sales
Cashier - Mphelo's Cafe (Wits University)
(2019-09 - 2020-06)
- Cashier
- Making sandwiches
- Cleaning Coffee Machine
- Moping floors
- Cleaning
Administrative Clerk - Genuine IT Solutions (Pty) Ltd
(2022-02 - 2023-01)
- Invoicing
- Client Relations/ Queries Bookings
- Relationship Management
Sales Consultant - Clientele Life
(2023-09 - 2025-01)
- Selling long term investments
- Selling Hospital Plan
- Selling Funeral Plan
- Customer service & Call Handling
- Track sales records
Sales Consultant - Oneplan Pet Insurance
(2025-07 - 2026-06)
- Calling new & existing clients
- Upselling new packages
- Updating records
- Handling objections
- Maintaining CRM records
- Closing sales
Education
National Senior Certificate - Fezeka High School (2009 - 2009)
N4 - Human Resources Management - South West Gauteng College (FET) (2013-01 - 2013-06)
