Diving
Alicia Howell
Pretoria
Summary
Dynamic Financial Advisor with a proven track record at Sanlam, adept at building client relationships and developing tailored financial plans. Highly dependable and detail-oriented, I excel in educating clients on investment opportunities, driving revenue growth, and ensuring compliance. My strong communication skills and inquisitive nature foster trust and loyalty in managing diverse financial portfolios.
Overview
2020
2020
years of professional experience
Work History
Financial Advisor
Sanlam
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Broker Consultant
Liberty
07.2001 - 09.2019
- Resolved any disputes or discrepancies promptly between clients and counterparties.
- Generated revenue growth by identifying and pursuing new business opportunities in the financial market.
- Guided clients towards suitable investments based on their risk tolerance profile.
- Ensured compliance with all regulatory requirements by maintaining accurate documentation and records.
Marketing Manager
Creditvision
08.2000 - 06.2001
- Boosted brand awareness and generated leads while managing internal and external marketing campaigns and programs.
- Managed budgets, allocating funds strategically towards high-impact initiatives that supported overall business goals.
- Boosted sales performance through the creation of engaging promotional materials and targeted advertising strategies.
- Increased brand awareness by developing and implementing strategic marketing campaigns
Flight Attendant
Nationwide Airlines
02.1999 - 07.2000
- Increased customer loyalty through personalized interactions, promptly attending to concerns, and resolving issues professionally.
- Participated in regular training sessions to stay current on industry trends, evolving company policies, safety procedures, and customer service strategies.
- Performed pre-flight safety checks to verify oxygen masks, life jackets and other emergency equipment in good working order.
- Assisted unaccompanied minors throughout their journey by providing supervision and engaging them in age-appropriate activities or conversation.
Conference Coordinator
Millipedes Conferences & Promotions
12.1996 - 01.1999
- Partnered with local businesses to secure sponsorship deals, boosting revenue potential for both the conference and the community partners involved.
- Ensured compliance with venue guidelines and regulations, minimizing risk of disruptions or penalties during events.
- Maintained detailed records of conference planning activities, streamlining future coordination efforts.
- Organized engaging networking opportunities for attendees, fostering valuable connections among industry professionals.
Senior Waiter
Keg & Feather
01.1995 - 12.1998
- Resolved customer concerns promptly and professionally, ensuring a positive dining experience.
- Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals, and walk-in business.
- Supervised dining table set-up to prepare for diversity of event types, following strict service standards.
- Enhanced customer satisfaction by providing efficient and attentive service during busy shifts.
Market Research Assistant
South African Communications
05.1996 - 05.1996
- Facilitated focus group sessions to gain valuable qualitative insights into consumer preferences and behaviors.
- Optimized survey design and implementation for increased response rates and more accurate data collection.
- Developed comprehensive reports with actionable recommendations to drive marketing strategy and increase brand awareness.
- Enhanced consumer insights by conducting in-depth market research and data analysis.
Education
Baccalaureus Commercii - Communication Management
University of Pretoria
Pretoria 09.2000
Skills
Communication Skills
Fast Learner
Highly Dependable
Excellent attention to detail
Reliable
Inquisitive
Enjoy working with people
Interests
Walking
Cooking
Travelling
Reading
Timeline
Broker Consultant
Liberty
07.2001 - 09.2019
Marketing Manager
Creditvision
08.2000 - 06.2001
Flight Attendant
Nationwide Airlines
02.1999 - 07.2000
Conference Coordinator
Millipedes Conferences & Promotions
12.1996 - 01.1999
Market Research Assistant
South African Communications
05.1996 - 05.1996
Senior Waiter
Keg & Feather
01.1995 - 12.1998
Financial Advisor
Sanlam
Baccalaureus Commercii - Communication Management
University of Pretoria