BOITUMELO AGNES SEEPOLLE
Kagiso 2, Krugersdorp
Summary
FAIS-compliant client relations consultant with COB 345678 and NQF Level 5 financial planning (FAIS 105 completed; 15 FAIS in progress; final module outstanding). 3+ years of experience at Old Mutual in policy administration, claims processing, and retirement planning under Section 37C two-pot withdrawals. Focus on regulatory compliance, accurate claim handling, and client service support. Detail-oriented professional with a strong foundation in client relations and compliance. Champions exceptional client service while managing complex enquiries and complaints. Demonstrates adaptability and commitment to regulatory standards, contributing to organisational success.
Overview
4
4
Languages
10
10
years of professional experience
Work History
Client Relations Consultant
Old Mutual Finance
Johannesburg
01.2021 - Current
- Manage client portfolio, handle enquiries on lending products, arrears and collections within FAIS/FICA governance. Adhere
- To regulatory requirements, escalate complaints, manage risk clients.
Personal Financial Advisor
Old Mutual
01.2021 - 01.2024
- Risk products (life, funeral, disability, severe illness, wills), investments (LISP, tax-free, unit trusts, retirement annuity)
- Employee benefits, preservation funds, tax directives, Two-Pot withdrawals, death claims Section 37C, living/life annuity
- Withdrawals.
Assistant Administrator
Sepotokele Burial Society
01.2019 - 01.2020
- Collected premiums, registered new clients, updated portfolios, assisted with death claim applications.
Financial Advisor (Under Supervision)
Metropolitan Life
01.2017 - 01.2018
- Advised on risk and long-term insurance: life, funeral, retirement and education savings.
Education
NQF Level 5 financial planning -
Milpark
Johannesburg, GP01-2027
CPD 35 Hours - Compliance
Compliance & Learning Centre & Old Mutual Academy
01-2023
Class of Business - insurance
Complaence earning center
Johannesburg, GP01-2021
RE5: Regulatory Examination for Representatives -
Moonstone
01-2020
National Certificate -
Mosupatsela Secondary School
01-2011
Skills
- Policy administration and binder management
- Claims processing
- Regulatory compliance
- Client service and engagement
- Attention to detail
- Client Service
- Attention to Detail
- Client engagement
Languages
English
Setswana
isiXhosa
isiZulu
Accomplishments
Best Branch Customer Service Award, Top CRC in Area; 1st Sim Card Sales as Branch; top lumpsum injection as a financial advisor academy.
References
- Andrew Mashego, Branch Manager, Old Mutual Finance, 011 724 8275, Andrew.Mashego@omfinance.co.za
- Dunandt Herselman, Sales Manager, Old Mutual, 072 966 5396, dherselman@oldmutual.com
Timeline
Client Relations Consultant
Old Mutual Finance
01.2021 - Current
Personal Financial Advisor
Old Mutual
01.2021 - 01.2024
Assistant Administrator
Sepotokele Burial Society
01.2019 - 01.2020
Financial Advisor (Under Supervision)
Metropolitan Life
01.2017 - 01.2018
NQF Level 5 financial planning -
Milpark
CPD 35 Hours - Compliance
Compliance & Learning Centre & Old Mutual Academy
Class of Business - insurance
Complaence earning center
RE5: Regulatory Examination for Representatives -
Moonstone
National Certificate -
Mosupatsela Secondary School