BONGIWE SIBANDE
Daveyton
Overview
5
5
years of professional experience
Work History
Independent Financial Advisor
Masthead Financial Planning
03.2024 - Current
- Utilized advanced financial analysis tools to develop customized investment strategies tailored to each client's needs.
- Educate clients on various insurance products, helping them select appropriate coverage based on their unique circumstances.
- Foster strong client relationships through regular communication and timely updates on investment performance.
- Collaborate with other professionals, such as attorneys and accountants, to create holistic financial strategies for clients.
Financial Planner
Telesure Investment Holdings
9 2022 - 02.2024
- Prioritize and process customer requests submitted by telephone, email, live chat and instant message
- Long term insurance, pre and post retirement planning
- Establish relationships and develop the business
- Identify client's investment needs, risk tolerance and profile
- Make a written recommendation based on client needs
- Provide ongoing sound financial planning advice to retain clients
- Established and maintained highly effective relations with clients and industry partners to drive growth
- Translated customer needs into solution requirements using powerful value propositions and negotiated skills.
Financial Advisor
Hereford Group
07.2021 - 08.2022
- Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit
- Identified business development challenges and customer concerns for proactive resolution
- Planned marketing initiatives and leveraged referral networks to promote business awareness
- Researched product pricing, ratings and performance and created comparison spreadsheets to evaluate competitors
- Established and maintained highly effective relations with clients and industry partners to drive growth
- Translated customer needs into solution requirements using powerful value propositions and negotiated skills
- Reviewed client concerns and recommended appropriate changes to supervisors
- Exceeded target individual average revenue goals year over year.
Project Administrator
Moc Communications
02.2020 - 05.2020
- Providing day to day support for Project Manager
- Develop agenda, plans meetings, co-ordinates the daily work
- Develops and maintains project momentum with the team
- Follow up on actions allocated and updates project logs
- Make sure that the projects are delivered on time, and within scope and budget.
Skills
Sales management skills and phone etiquette
Client management and servicing skills
Efficient communication and time management skills
Resilient and team player
High stress tolerance and result driven
Great interpersonal and observation skills
Adopt easily to change
Accomplishments
- RE5 for representatives obtained in 2023
- Class of Business Certificates in Long Term Insurance, Retail Pension and Pension Fund Benefits 2022
- C1 Driver's license obtained in 2019
- Bachelor of commerce from Pearson Institute 2019
- Matric completed 2015 from Petit High School.
Introduction
Dedicated financial planner experienced in converting sales leads and managing multiple accounts. Highly skilled in Cold calling, project management and Treating customers fairly with exceptional communication abilities. Thorough in monitoring trends and capitalizing on emerging opportunities.
High achieving agent bringing expertise in marketing, sales and operations. Consults with customers, builds strong relationships and increases sales numbers.
Looking for full time opportunities to use gained experience and to further challenge me as I grow and establish myself in the industry.
References
Available upon request
Timeline
Independent Financial Advisor
Masthead Financial Planning
03.2024 - Current
Financial Advisor
Hereford Group
07.2021 - 08.2022
Project Administrator
Moc Communications
02.2020 - 05.2020
Financial Planner
Telesure Investment Holdings
9 2022 - 02.2024
Similar Profiles
Jacob Wynand Van WykJacob Wynand Van Wyk
Senior Financial Advisor at Old Mutual Life Assurance Company & Masthead Financial ServicesSenior Financial Advisor at Old Mutual Life Assurance Company & Masthead Financial Services
Christian WallaceChristian Wallace
Financial Paraplanner at M Financial Planning Services (LPL Financial)Financial Paraplanner at M Financial Planning Services (LPL Financial)
Joseph ReedJoseph Reed
Owner/Financial Planner at Barefoot Financial Planning (DBA for practice through Lincoln Financial Securities Corp.)Owner/Financial Planner at Barefoot Financial Planning (DBA for practice through Lincoln Financial Securities Corp.)
Bongile MatiwameBongile Matiwame
Rugby Assistant at Benoni Northerns Ruby 1 XVRugby Assistant at Benoni Northerns Ruby 1 XV