Financial Advisor - Sanlam Sky
(2023-01)
- To provide financial advice along with a financial plan.
- Establish and maintain a client base, building strong relationships with clients and understanding their unique needs and goals.
- Meeting sales targets.
- Achieving sales targets and handling sales objections.
- Efficiently managing of workload, handling paperwork and maintaining productivity which contributed to overall success.
Sales Agent - Cook for Life / InfiniTec
(2021-01 - 2022-12)
- Selling products and services using solid arguments to prospective customers.
- Generating leads.
- Meeting or exceeding sales goals.
- Performing cost-benefit analyses of existing and potential customers, maintaining positive business relationships to ensure future sales.
Financial Planner - Liberty Life
(2020-01 - 2021-12)
- Understanding clients' financial situations and goals.
- Providing comprehensive financial advice.
- Creating financial plans.
- Building strong client relationships.
- Cultivating trust and rapport with clients.
Financial Advisor - AVBOB Life
(2018-01 - 2020-12)
- Prospecting and actively seek out new sales opportunities through cold calls, referrals and networking.
- Identify potential clients who may benefit from AVBOB's life insurance products.
- Understand clients' needs and tailor solutions to meet their specific requirements.
- Work towards achieving sales targets set by the company.
- Build and maintain strong relationships with clients.
- Self-motivation and discipline essential to achieving sales goals.
Financial Advisor - Metropolitan Life
(2010-01 - 2018-12)
- Assessing clients' financial situations and goals.
- Offering strategic advice on various financial products and services.
- Developing and implementing personalized financial plans.
- Researching and monitoring investment options and performance.
- Educating clients about new methods and opportunities.
