Stoffberg Masha

Results-driven Sales Manager and Financial Services Professional with almost 10 years of experience in financial advisory, sales leadership, client relationship management and team development within a leading financial institution. Strong track record in driving sales performance, managing budgets, developing financial advisors and delivering client-focused financial solutions. Skilled in sales strategy, revenue growth, financial planning, stakeholder management and performance management.

Sales Manager at Old Mutual (2024-01 – Present)

• Manage sales performance, expenses and operational budgets to support profitability and business growth.
• Develop and implement sales strategies to improve market reach, product accessibility and revenue generation.
• Lead, coach and support financial advisors to improve productivity, client service and sales outcomes.
• Oversee advisor recruitment, onboarding, training and performance management.
• Build and maintain strong internal and external stakeholder relationships to support business objectives.
• Drive customer-focused solutions that improve client satisfaction, retention and brand loyalty.
• Monitor sales activity, identify performance gaps and implement corrective action plans.
• Ensure sales advisors are aligned with organisational goals, compliance standards and customer needs.

Financial Advisor at Old Mutual (2016-01 – 2024-01)

• Provided financial advice to clients based on their financial goals, income, expenses, assets and risk tolerance.
• Assisted clients with financial planning, insurance solutions, investment options and debt management products.
• Built and maintained a strong client base through prospecting, referrals and relationship management.
• Conducted one-on-one client consultations to assess financial needs and recommend suitable solutions.
• Delivered proactive financial services and ongoing client support within allocated customer markets.
• Supported clients in protecting their assets, estate and long-term financial wellbeing.
• Identified new business opportunities and contributed to sales growth within the organisation.

Certificate in Lead Generic Management – MFC Learning and Development (2023-01 – 2023-12)

Regulatory Examination in RE5 – Moonstone (2018-01 – 2018-12)

End-User Certificate in Computer Studies – DSDC College (2013-01 – 2013-12)

National Senior Certificate – Seshegong Secondary School (2011-01 – 2011-12)

Certificate in financial products FAIS credits 120 - Milpark business school (2018-07 - 2023-02)