Thandiswa Phakathi

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.

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.

Grade 12 - Vryheid Comprehensive Secondary School (2013)