Peggy Thage

Results-driven sales and client relationship professional with over 10 years of experience across insurance, telesales, customer retention, and high-volume call centre environments. Proven ability to manage inbound and outbound client interactions, build strong customer relationships, handle objections, and perform effectively in target-driven sales environments. Experienced in consultative selling, customer retention strategies, pipeline management, and virtual client engagement.

Recognized for strong communication skills, adaptability, and coachability, with experience supporting team performance through training and facilitation. Seeking a remote Account Executive, Sales, Customer Success, or client-facing role with an international organization.

Financial Advisor at OUTsurance (2026-03 – Present)

• Manage inbound and outbound client interactions within a high-performance, target-driven sales environment.
• Consult with clients to identify insurance and financial protection needs while presenting tailored product solutions.
• Apply consultative selling and objection-handling techniques to improve client retention and conversion outcomes.
• Maintain strong client relationships while consistently working within compliance and performance standards.
• Operate effectively in a high-volume call centre environment requiring adaptability, resilience, and strong communication skills.
• Utilize CRM systems and virtual communication platforms to manage customer interactions and sales activities.

Training Facilitator at Kaelo (2024 – 2026-02)

• Designed and delivered training sessions for call centre agents.
• Trained approximately 90% of the active call centre workforce.
• Developed onboarding materials, training manuals, and coaching documentation.
• Provided coaching and upskilling support to improve customer service delivery.
• Contributed to improved operational consistency and employee performance.

Customer Service Consultant at Kaelo (2022 – 2024)

• Handled customer queries and support requests within a high-volume service environment.
• Maintained strong customer relationships while resolving concerns professionally.
• Assisted customers with product and service-related enquiries.
• Worked within performance-driven service and support standards.

Sales Consultant at O’Keeffe & Swartz (2019 – 2021)

• Managed inbound and outbound customer interactions in a fast-paced sales environment.
• Sold long-term and short-term insurance products through consultative selling techniques.
• Maintained call quality and compliance standards while working toward performance targets.
• Built strong client relationships and handled customer objections professionally.

Sales & Retentions Consultant at Telesure Investment Holdings (2015 – 2018)

• Retained clients through relationship management and problem resolution.
• Handled objections professionally to improve customer retention outcomes.
• Worked within performance-driven sales and retention targets.
• Supported customers with policy-related queries and service support.

Sales Consultant at O’Keeffe & Swartz (2012 – 2015)

• Sold insurance products while maintaining strong customer relationships.
• Worked toward achieving sales and performance targets in a call centre environment.
• Delivered professional customer service while identifying client needs.

Wealth Management (120 FAIS Credits) – INSETA

Facilitator Qualification (30 Credits Training & Facilitation) – Accreditation Training Academy

Regulatory Examination RE5 – Moonstone

Class Of Business ( Personal Lines)

Matric – Thutolore Secondary School