Thandiswa Phakathi
Financial associate
Talent
Newcastle, KwaZulu-NatalMember since July 12, 2026
Rapport-building SkillsPersuasion SkillsCommunication skills (verbal, written & interpersonal skills)Customer orientated & Active ListeningStrategic Planning & Organizational SkillsSelling Skills & Presentation SkillsSocial media skillsWord processingSpreadsheetsPresentationsMS OfficeEmail communication
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Rapport-building SkillsPersuasion SkillsCommunication skills (verbal, written & interpersonal skills)Customer orientated & Active ListeningStrategic Planning & Organizational Skills
About
I am a dedicated, self-motivated, results-driven and consistent salesperson with exceptional analytical and forecasting abilities and commitment to teamwork. Dedicates time to helping and communicating with customers to build trust and develop long-term working relations.
Experience
Financial associate - Avbob Insurance - Newcastle
(2021-05)
- Prospecting for new clients in targeted areas, presenting quotes, and explaining the benefits of AVBOB's insurance and savings products.
- Sourcing and recruiting potential clients for funerals to expand AVBOB's Funeral Division market share.
- Capturing new business, filling out policy applications, verifying customer information, and processing queries.
- Ensuring all sales activities strictly comply with the Financial Advisory and Intermediary Services (FAIS) act and Treating Customers Fairly (TCF) guidelines.
- Meeting set Key Performance Indicators (KPIs) on policy conversions, sales quotas, and service delivery.
- Make inbound and outbound calls, selling company products
- Doing promotions on social media platforms, pamphlets and door-to-door community marketing.
- Identify inconsistencies on customers' accounts and making adjustments on billing & accounts status.
Education
Grade 12 - Vryheid Comprehensive Secondary School (2013)
Skills
Financial associate
