Slindile Precious

Client-focused Financial Services Consultant with over 4 years’ experience in insurance, sales, and financial advisory environments. Proven ability to perform client needs analysis, recommend suitable financial products, and drive sales through cross-selling and relationship management. RE5 certified with strong knowledge of FAIS, FICA, and KYC compliance.

Skilled in delivering excellent customer experiences, onboarding clients onto digital platforms, and contributing to business growth through achieving sales and service targets.

Financial Crime Analyst at Contact IQ (2025-06 – Present)

• Monitor and analyse client transactions to identify suspicious activity and mitigate financial risk
• Conduct AML/KYC investigations in line with regulatory requirements
• Identify fraud patterns and escalate cases for further action
• Maintain accurate reporting and ensure compliance with financial legislation

Retention Agent at ISON (DStv Insurance) (2022-01 – 2025-04)

• Retained clients by conducting needs analysis and offering tailored financial solutions
• Consistently met and exceeded retention and sales targets
• Cross-sold insurance products to increase revenue and client value

Sales Consultant at The Unlimited (2019-05 – 2021-06)

• Conducted detailed financial needs analysis and recommended GAP insurance products
• Achieved sales targets through effective product presentation and persuasion
• Educated clients on product features, benefits, and policy terms

Sales Agent at Blue Mercury Financial Services (2018-01 – 2019-02)

• Generated leads and engaged prospective clients to identify financial needs
• Promoted financial products and built long-term client relationships
• Captured and maintained accurate client data on CRM systems

RE5 Regulatory Examination – Moonstone Business School (2025 – 2025)

Management Assistant (N6) – Majuba TVET College (2014 – 2014)

Matric – Lincoln Heights Secondary School (2012 – 2012)