Branch manager - Khusela Credit Solutions - Pretoria
(2024-09)
- Oversaw daily branch operations to ensure efficient customer service and adherence to company policies
- Implemented local marketing initiatives to increase branch visibility and attract new clients
- Directed recruitment, training, and performance management of branch staff to build a high-performing team
- Resolved customer complaints and issues promptly to maintain high levels of client satisfaction and retention
- Collaborated with regional management to align branch goals with corporate objectives and strategic plans
- Led monthly performance reviews and developed action plans to improve branch productivity and customer satisfaction
Sales manager - Sanlam - Pretoria
(2015-06 - 2024-07)
- Developed and implemented strategic sales plans to achieve company targets in the Pretoria region
- Led Sales team towards achieving sales targets
- Motivate sales staff
- Develop worksite's for sales agents
- Retention of staff and clients
- Prepared detailed reports on sales activity
- Selected, recruited and trained performance managed staff with ambitious targets
- Strategic weekly session to reflect on business and how to improve production
Financial advisor - Metropolitan - Pretoria
(2012-03 - 2014-04)
- Provided personalised financial advice to clients based on comprehensive analysis of their financial needs and goals
- Conducted regular reviews of clients' financial plans to ensure alignment with changing market conditions and life circumstances
- Advised clients on retirement planning, tax optimisation, and insurance solutions to secure their financial future
Broker Consultant - Metropolitan - Pretoria
(2004-03)
- Build sales teams that consisted of Brokers and agents
- Worksite development was a key area
- Led sales teams towards achieving monthly targets through planning and effective strategies
- Motivate sales staff to continuously improve strategies with competitions and personalized coaching plans
- Conduct comprehensive training sessions on product knowledge and sales techniques
Administrator - Metropolitan - Pretoria
(2000-03 - 2003-02)
- Managed day-to-day administrative tasks to ensure smooth office operations and efficient workflow
- Organised and maintained accurate records, databases, and filing systems to support business activities
- Implemented office policies and procedures to improve administrative efficiency and compliance
- Provided comprehensive support in preparing reports, presentations, and correspondence to assist management decision-making
- Assisted brokers and reps with commission and product knowledge
- Handled Retention programs on policies
