Zade Lotter

Results-driven Investment Sales Consultant with extensive experience in consultative selling, pipeline management, and closing high-value deals. Expert at building long-term client relationships across international markets, ensuring compliance and achieving consistent sales targets. A proactive leader dedicated to staff development, effective negotiation, and delivering tailored solutions that drive portfolio growth.

Team Leader / Investment Sales Consultant - CloudHub Networks

(2023-03 - 2026-03)

• Contacted and engaged overseas clients across the UK, Canada and Australia to discuss investment products and opportunities.
• Sold investment products using a consultative approach, explaining options clearly and matching solutions to client needs.
• Managed existing client portfolios through regular follow-ups, relationship building and client support.
• Completed KYC verifications and maintained accurate client records in line with internal compliance requirements.
• Followed up on warm and cold leads, scheduled appointments and managed the sales pipeline through CRM tools.
• Closed high-value investment deals while consistently achieving sales targets in a fast-paced sales environment.
• Handled client objections professionally and used strong negotiation skills to improve conversion rates.
• Prepared client reports and updates to support portfolio reviews and ongoing client communication.
• Trained new staff members on sales processes, product knowledge, objection handling and client engagement.

Sales Specialist - Cape Racking & Shelving

(2021-12 - 2023-02)

• Built and maintained strong relationships with clients to ensure repeat business and long-term customer satisfaction.
• Prepared accurate and competitive quotes tailored to client requirements, including pricing, timelines and deliverables.
• Maintained in-depth product knowledge to provide accurate recommendations and support customer decision-making.
• Conducted on-site assessments to understand client needs, evaluate project scope and ensure proper planning.
• Managed proactive follow-up throughout projects to maintain clear communication and service quality.

Sales Specialist - Sportsmans Warehouse

(2017-12 - 2021-11)

• Assisted customers with product selection, inquiries and complaints, ensuring a positive shopping experience.
• Used strong product knowledge to advise customers, upsell relevant items and promote key products.
• Supported sales targets by driving customer engagement, add-on sales and repeat business.
• Replenished shelves, organized stockrooms and participated in inventory counts to maintain accurate stock levels.

Matric - Grade 12 - Edgemead High School (2014 - 2018)