Summary
Overview
Work History
Education
Skills
Training
Accomplishments
References
Timeline
Generic

Moses Themba Nyathikazi

Randburg

Summary

Persuasive Telesales Consultant recognized for high productivity and efficiency in task completion. Skilled in customer relationship management, sales strategy development, and objection handling, ensuring smooth sales cycles and client satisfaction. Excel in communication, problem-solving, and adaptability, contributing to successful outcomes in fast-paced sales environments.

Overview

28
28
years of professional experience

Work History

Telesales Consultant

Clientele Life Insurance Company
06.2024 - Current
  • Proactively promoting Clientèle's products and services to potential and existing customers through outbound calls
  • Converting sales leads into successful sales by engaging with prospects, addressing their needs, and closing deals
  • Consistently meeting or exceed daily, weekly, and monthly sales targets
  • Establishing and maintaining a positive relationship with customers to build trust and confidence in the company's products
  • Understanding customer needs and tailor sales pitches to offer the most relevant product for their financial situation
  • Addressing and overcome customer objections or concerns regarding Clientèle's products
  • Stay up to date on Clientèle's range of products and services, including features, benefits, and pricing
  • Accurately input customer information, track leads, and manage sales opportunities using CRM software
  • Maintaining detailed records of customer interactions, sales activities, and product discussions to ensure follow-up and compliance
  • Providing reports on sales performance, including conversions, leads contacted, and outcomes of calls
  • Following industry and regulatory guidelines (like FAIS Act and other insurance regulations) to ensure ethical and legal selling practices
  • Ensuring all calls meet Clientèle's quality standards, including script adherence, professionalism, and providing accurate product information
  • Ensuring all necessary documentation is completed and submitted in line with Clientèle's procedures and compliance requirements
  • Providing excellent post-sale customer service, ensuring customer satisfaction and addressing any concerns or inquiries about their purchased products
  • Resolving any issues related to policy misunderstandings, claims processing, or other service-related matters to maintain positive client relationships
  • Sharing insights from customer interactions with the team to imp improve sales strategies and product offerings
  • Attending ongoing training sessions to refine selling techniques, enhance product knowledge, and kee keep up with company updates
  • Working closely with other departments, such as customer service and claims, to ensure smooth customer onboarding and service delivery

Driver

Kaygey Group of Companies
01.2015 - 01.2020
  • Efficiently transported goods to various destinations, ensuring timely deliveries
  • Assisted clients with efficient loading and unloading, enhancing customer satisfaction
  • Scheduled and performed regular vehicle maintenance to ensure operational safety
  • Maintained accurate records of loading and offloading, ensuring inventory accuracy
  • Consistently met delivery schedules by optimizing routes and time management

Financial Advisor

Metropolitan Life
01.2007 - 01.2013
  • Proactively identify and engage with potential clients to offer Metropolitan's financial products and services
  • Regularly meeting with clients to review their financial plans and make necessary adjustments based on changing circumstances or market conditions
  • Conducting in-depth analyses of clients financial situations, including income, expenses, assets, liabilities, and risk tolerance
  • Developing personalized financial plans that align with the client's short-and long-term financial objectives, such as retirement planning, saving for education, or purchasing insurance
  • Helping clients prepare for retirement and create plans to manage wealth transfer or estate distribution
  • Recommending life, health, and disability insurance products to protect clients and their families from unforeseen events
  • Offering a variety of investment products, such as mutual funds, annuities, or savi vings plans, depending on the client's risk profile and financial goals
  • Providing solutions for retirement savings and income, including pension plans, retirement annuities, and tax-advantaged savings vehicles
  • Advising on wills, trusts, and estate planning strategies to preserve and transfer wealth efficiently
  • Assessing clients' risk tolerance and recommend appropriate insurance and investment products that balance potential rewards and risk exposure
  • Ensuring that recommended products and strategies align with the client's financial goals, risk appetite, and time horizon
  • Ensuring adherence to the Financial Advisory and Intermediary Services (FAIS) Act and other regulatory frameworks governing the financial advisory industry
  • Following Metropolitan's ethical standards in presenting financial products and services, ensuring full disclosure and transparency in all client dealings
  • Maintaining accurate, detailed client records, including financial assessments, plans, and all interactions, for audit and compliance purposes
  • Educating clients on complex financial products, market trends, and their implications on personal finance
  • Helping clients understand their options, risks, and benefits so they can make informed decisions regarding their financial future
  • Keeping up with market trends, tax laws, new products, and other industry devopments that may affect clients' financial plans
  • Elopments Maintaining deep knowledge of Metropolitan' n's suite of products and services to confidently recommend the best options for each client
  • Meeting or exceed sales targets by promoting Metropolitan's products and services to existing and new clients
  • Developing a network of contacts and clients through various channels, including referrals, social networks, community events, and business partnerships
  • Participating in or organize marketing campaigns to promote Metropolitan's offerings, helping to attract new clients and grow the advisor's portfolio
  • Provide ongoing support for clients, assisting with claims, policy changes, or updates to financial plans as needed
  • Addressing client concerns and issues promptly, ensuring high satisfaction and long-term loyalty
  • Collaborating with other departments such as underwriting, claims, and customer service to ensure smooth client transactions and service delivery
  • Providing guidance and share best practices with junior advisors or team members when necessary

Court Interpreter

Department of Justice
01.2004 - 01.2007
  • Providing real-time interpretation of spoken words from one language to another during court hearings, ensuring participants, including defendants, witnesses, and attorneys, understand the proceedings
  • Interpreting conversations or testimony after the speaker has finished
  • Speaking, typically used during witness testimony, legal arguments, or attorney-client interactions
  • Ensuring that all statements are interpreted accurately, without omissions, additions, or alterations of meaning
  • Translating legal documents such as court orders, affidavits, summonses, and warrants from one language to another when required by the court
  • Explaining the content of legal documents in the client's preferred language to help them understand their rights, charges, and legal obligations
  • Assisting non-English-speaking or hearing-impaired witnesses in understanding questions and in giving their testimony accurately
  • Facilitating communication between the court and non-English-speaking or hearing-impaired defendants, ensuring they fully understand the proceedings, charges, and consequences of legal decisions
  • Interpreting confidential discussions between attorneys and their clients during court sessions and legal consultations
  • Maintaining strict confidentiality about any information discussed during interpretation sessions, particularly in private attorney-client meetings
  • Providing unbiased interpretation without adding personal opinions or altering the tone or intent of the speaker
  • Following all courtroom procedures, ensuring proper behaviour, timing, and decorum during proceedings
  • Having a deep understanding of legal and judicial terminology in both languages to ensure accurate interpretation of complex legal terms and concepts
  • Being aware of cultural nuances and regional dialects that may affect the interpretation process and adapt accordingly
  • Familiarizing yourself with the case, parties involved, and legal documents to be better prepared for court hearings
  • When required, assisting with summarizing the interpretation work performed during court sessions or consultations for court records
  • Providing on-the-spot interpretation during court hearings, often in fast-paced environments that require quick thinking and adaptability
  • Being available for urgent or last-minute court proceedings that may require immediate interpretation services
  • Working with judges, attorneys, and court clerks to ensure they are aware of any language or communication barriers that need to be addressed during
  • Proceedings
  • Help explaining legal processes to non-English-speaking parties to ensure they understand the flow of the court session, including plea agreements, sentencing, or bail procedures
  • When multiple interpreters are needed for complex cases, working in conjunction with others to ensure consistency and accuracy across different parts of the proceedings
  • Accurately interpreted court proceedings in multiple languages e.g
  • Afrikaans, English, Zulu, Pedi, Swazi, and Ndebele

SAPO Branch Postmaster

South African Post Office
01.1997 - 01.2000
  • Ensuring the smooth running of daily branch operations, including mail distribution, handling of packages, and customer service
  • Monitoring and improve the efficiency of mail and parcel handling, ensuring that deliveries and collections are conducted on time
  • Allocating resources, including staff and equipment, to manage peak periods or high customer demand
  • Supervising, train, and manage a team of postal workers, customer service agents, and support staff
  • Ensuring adequate staffing for the branch's operating hours and manage the schedule to accommodate holidays or absences
  • Conducting performance reviews, provide feedback, and implement training programs to improve employee productivity and service levels
  • Handling internal disputes, disciplinary issues, and other staff-related matters to maintain a harmonious workplace
  • Ensuring the branch provides high-quality customer service, addressing queries, complaints, and ts, and special requests
  • Handling escalated customer complaints, ensuring issues are resolved quickly and professionally
  • Representing the Post Office in the community, ensuring the branch maintains a good reputation and meets local needs
  • Monitoring the financial performance of the branch, including sales of postal services, retail items, and banking services
  • Overseeing the handling of cash and other financial transactions, ensuring adherence to SAPO's financial policies and procedures
  • Managing the branch's budget, ensuring operational costs are controlled and revenue targets are met
  • Providing regular financial and operational reports to regional or national management, detailing branch performance and key metrics
  • Ensuring the branch provides all core postal services, including mailing letters, parcels, and registered mail, in accordance with SAPO standards
  • Supervising retail functions, such as the sale of postage stamps, stationery, and other merchandise
  • Managing financial services offered by the Post Office, including bill payments, money orders, and postal banking services
  • Implementing and monitor security measures to protect staff, customers, and postal assets, including safes, cash, and high-value items
  • Identifying and mitigate operational risks, including theft, fraud, or mail tampering
  • Managing inventory for postal supplies (stamps, envelopes, etc.) and retail products, ensuring the branch is well-stocked and items are reordered as needed
  • Ensuring that staff are trained on using the necessary technology, such as cash Overseeing the incoming and outgoing flow of mail and parcels, ensuring timely distribution to and from the branch
  • Implementing any new technologies or processes introduced by SAPO during the period, such as computer systems for tracking mail or customer information
  • Registers, tracking systems, or telecommunication tools
  • Engaging with the local community to promote postal services and respond to community needs
  • Identifying opportunities for expanding services or improving service delivery in the local area
  • Adapting to any organizational changes, new policies, or government directives that affected the Post Office during the late 1990s, particularly in relation to South Africa's evolving social and economic landscape
  • Lead the branch through any national reforms or modernization efforts implemented during this period of transition for the South African Post Office

Admin Clerk

Department of Justice
01.2004
  • Maintaining and organizing legal documents, files, and correspondence in a structured filing system, ensuring easy retrieval of information when needed
  • Input case details, court dates, and other relevant information into electronic databases, ensuring that records accurate and up to date
  • Processing incoming and outgoing mail, scan documents, and manage photocopying of legal documents for attorneys, court officials, and the public
  • Serving as the first point of contact for visitors and clients, answering inquiries related to court services, procedures, or case status
  • Answering phone calls and emails from the public, legal professionals, and internal staff, directing inquiries to the appropriate department or staff member
  • Assisting in scheduling appointments for r legal professionals, court officials, or the public with relevant department personnel
  • Assisting with the preparation of case files for court hearings, ensuring that all necessary documents and records are included
  • Updating and maintaining accurate records of ongoing court cases, including court rulings, judgments, and orders
  • Archiving closed case files following the department's retention policies and ensure proper disposal of outdated or unnecessary documents
  • Supervisors or legal officers
  • Typing letters, memos, reports, and other legal documents as requested by
  • Assisting in preparing legal forms such as subpoenas, summonses, warrants, and other court-related documents
  • Copying and certifying official documents when required by the court or legal professionals
  • Ready, documents are prepared, and proceedings
  • Are well-organized
  • Taking notes during meetings, court proceedings, or hearings if necessary, and distribute minutes to relevant parties
  • Providing administrative support for court hearings by ensuring that case files are
  • Assisting with the issuance and dispatch of summonses or legal notices to relevant parties, ensuring deadlines are met
  • Handling the collection of court fees, fines, or other pa payments from the public, providing receipts and maintaining accurate financial records
  • Maintaining financial records for the department, assisting with the preparation of financial reports or audits as needed
  • Providing clerical support to attorneys, judges, and legal officers by gathering case files, preparing reports, and maintaining communication with other departments
  • Helping with general administrative tasks, including ordering office supplies, managing equipment maintenance, and ensuring the smooth running of office operations
  • Coordinating and schedule meetings for department staff or legal professionals, including booking rooms, preparing agendas, and setting up necessary equipment
  • Assisting with the planning and execution of department events, workshops, or conferences by managing logistics, invitations, and materials distribution
  • Ensuring all administrative tasks are completed in compliance with departmental policies, privacy laws, and legal protocols
  • Maintaining confidentiality regarding sensitive legal documents, case files, and client information
  • Working closely with other administrative clerks and staff to ensure all administrative functions are efficiently managed
  • Liaising with other departments
  • Such as finance, human resources, and legal offices to ensure smooth workflow and information sharing

Education

Grade 12 - Sepedi,English,Afrikaans,Biology,Physical Science,Mathematics

Kgahlanong High School
01.1993

Skills

  • Inbound and outbound calls
  • Administrative Support
  • Results-Driven
  • Sales Strategies
  • Goal-Oriented
  • Follow-up skills
  • Lead Management
  • Prospect relationship building
  • Attention to Detail
  • Customer Service
  • MS Office
  • Email and Telephone Etiquette
  • Sales proficiency
  • Negotiation and Persuasion
  • Outbound and inbound calls
  • Professional Communication
  • Cold-calling

Training

  • SAPO Teller Training: 1996
  • Call Centre Training: Inbound Call Centre Training, Computer Training and Outbound Call Centre Training: 2005
  • Financial Advisor Training, 2008
  • FIAS Compliance (B1 Short term personal lines and long term), Cluster names: Low and Ethics, General Cluster and Long Term Cat: 2009

Accomplishments

  • Best Newcomer Award (In recognition of dedication, passion and hard work 1st place 220% Target achieved).
  • Quality Excellence Award (In recognition of dedication, passion and hard work 2 calls assessed 100% pass).

References

  • Clientelle Life Insurance Company, 011 320 3000
  • Mr., Khomotso Kgopane, Kaygey Group of Companies Director, 071 214 9786
  • Thabo, Myanga, Pastor, 072 704 1473

Timeline

Telesales Consultant

Clientele Life Insurance Company
06.2024 - Current

Driver

Kaygey Group of Companies
01.2015 - 01.2020

Financial Advisor

Metropolitan Life
01.2007 - 01.2013

Court Interpreter

Department of Justice
01.2004 - 01.2007

Admin Clerk

Department of Justice
01.2004

SAPO Branch Postmaster

South African Post Office
01.1997 - 01.2000

Grade 12 - Sepedi,English,Afrikaans,Biology,Physical Science,Mathematics

Kgahlanong High School
Moses Themba Nyathikazi