AI Financial Data analysis


Sales consultant (Telesales) handling financial products, customer queries, and account maintenance through high-volume outbound selling. Supports revenue growth through data capturing, customer support, and maintenance of new and existing accounts. Brings a client-service approach to telesales while keeping sales conversations focused and accurate.
Research
Negotiation skills
Performance management
Time management
Sales forecasting
Customer service
Microsoft Office
Client relationship management
Account management
Corporate presentations
Salesforce CRM
Territory management
Pipeline management
Prospecting
Salesforce reporting
Wealth management principles
Financial planning
Investment products
FAIS compliance
Client onboarding
Portfolio review
RE5 certification
Discovery - League of 10 (2014) Edcon - Regional Top sales consultant (2011) Alexander Forbes - Silver Award winner(x3) Alexander Forbes - Gold award winner - 2018 Alexander Forbes - National Top 10 – 2020 Momentum Insure - National Top BDC Award 2024/25
AI Financial Data analysis
Python
Microsoft Office