Adivhaho Matodzi
Chiawelo Soweto
Summary
Proven Associate Financial Advisor at Old Mutual Life Assurance, adept in investment strategies and excelling in communication. Mastered the art of simplifying complex financial concepts, significantly enhancing client understanding and satisfaction. Expert in MS Office and retirement planning, consistently delivering dedicated service to expand customer relationships and educate through workshops.
Overview
1
1
Certification
Work History
Associate Financial Advisor
Old Mutual Life Assurance
Johannesburg
07.2024 - Current
- Conducted regular financial planning workshops and seminars to attract new clients and educate the community.
- Developed and expanded financial planning relationships with customers through loyal and dedicated service.
- Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
- Explained complex financial concepts in an easy-to-understand manner to help educate clients about investing principles.
Education
Compliance Management Short Course - Compliance Management
University of Cape Town
Cape Town06-2024
Bachelor of Laws - Law
University of The Free State
Bloemfontein12.2023
Grade 12 -
Setjhaba-Sohle Secondary School
12.2017
Skills
- MS Office
- Time Management
- Document Drafting
- People Management
- Communication Skills
- Retirement planning
- Investment strategies
- Portfolio management
- Debt management
- Tax planning
- Insurance planning
- Planning for retirement
References
- Mbokota Attorneys Inc, Magidi Rinae, Professional Assistant, rinae@mbokotaattorneysinc.co.za, 073 535 5074
- University of the Free State, Dr Rinda Botha, Senior Lecturer, Bothar@ufs.ac.za, 083 461 1256, 051522 9948
Languages
English
First Language
Certification
- C1
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Work Preference
Work Type
Full TimeInternshipContract WorkPart TimeWork Location
On-SiteImportant To Me
Career advancementFlexible work hoursHealthcare benefitsPaid sick leave4-day work weekTimeline
Associate Financial Advisor
Old Mutual Life Assurance
07.2024 - Current
- C1
Compliance Management Short Course - Compliance Management
University of Cape Town
Bachelor of Laws - Law
University of The Free State
Grade 12 -
Setjhaba-Sohle Secondary School
Similar Profiles
Lawrence NkosiLawrence Nkosi
Sales Leader at Old Mutual Life AssuranceSales Leader at Old Mutual Life Assurance
Mthokozisi Harry MkhabelaMthokozisi Harry Mkhabela
Financial Advisor at Old Mutual Life AssuranceFinancial Advisor at Old Mutual Life Assurance
BEATRICE BROWNBEATRICE BROWN
E-Commerce Assistant at OLD MUTUAL LIFE ASSURANCE GHANAE-Commerce Assistant at OLD MUTUAL LIFE ASSURANCE GHANA