Sibongile Mali

Thriving Financial Advisor with proven success driving client growth and retention, backed by hands-on experience in administration and receptionist roles within the insurance industry. Skilled at building trusted client relationships, analysing financial needs, and delivering tailored insurance and investments solutions. Known for operational efficiency, meticulous policy processing, and seamless front-office support that elevates client experience and team productivity.

Combines sales acumen with strong organisational skills to support both revenue goals and day to day business operations.

Sales Intern at Momentum Metropolitan (Bloemfontein) (2020-03 – 2021-09)

• Front desk
• Receptionist duties (taking calls, signing clients in, booking client tickets)
• Administration (capturing death claims and new business on the system)
• Collection (calling existing clients on their missed premiums and updating their portfolios)
• Leads (calling existing clients for a potential sale or referral)
• Making use of Microsoft Word, Excel, html, Powerpoint and STP system
• Taking minutes in meetings

Financial Advisor at Momentum Metropolitan (Bloemfontein) (2021-09 – 2024-08)

• Educate clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each client's individual needs
• Develop comprehensive financial plans for clients to achieve short and long-term goals
• Host at different department sport events
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios
• Sell funeral products, Short and long term investments, Retirement annuities, Life covers and Educational plans

Financial Advisor at Old Mutual Franchise (Bloemfontein) (2025-03 – 2026-05)

• Establish new client relationships by conducting thorough needs assessments during initial consultations
• Open new worksites for potential of new clients and new relationships with stakeholders
• Sell funeral products and Life cover
• Retain client relationships
• Advise according to per client's needs

Matric in Grade 12 – Boshof high school (2016)

N6 in Business Management – Mother tvet college (2019)

National Certificate in Wealth Management – Albatros Insurance Academy (2023)