Bono Siaga
Financial Advisor
Johannesburg South
Summary
Dedicated and knowledgeable Financial Advisor with a solid background in providing clients with sound financial guidance and strategic planning support. Skilled in developing customized investment plans, managing client portfolios, and offering advice on savings, insurance, retirement, and wealth-building strategies. Strong communicator with a client-first approach, committed to helping individuals achieve their financial goals. Known for building lasting relationships through trust, transparency, and consistent results.
Overview
8
8
years of professional experience
24
24
years of post-secondary education
5
5
Certifications
1
1
Language
Work History
Financial Advisor
Old Mutual
10.2024 - Current
- Achieved or exceeded individual and team targets for client acquisition and revenue generation.
- Advise clients on appropriate financial products, including insurance and investment solutions, aligned with their goals.
- Assist clients with claims processes by ensuring accurate documentation and facilitating timely resolutions.
- Ensure compliance with regulatory standards while meeting and exceeding sales and service targets.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Sales Consultant
Ndw Financial Services (Discovery Life)
01.2020 - 09.2024
- Managed client relationships by identifying financial goals and providing tailored product solutions.
- Assisted clients with insurance-related queries and claims processes, ensuring accurate documentation and timely resolution.
- Conducted needs assessments to deliver personalized financial recommendations, enhancing customer satisfaction.
- Met and exceeded sales targets while maintaining compliance with regulatory standards.
- Delivered exceptional customer service, resolving client inquiries promptly and accurately.
- Maximized customer retention by resolving issues quickly.
- Generated increased sales revenue through effective lead generation and follow-up efforts.
Administrative Intern
Thulamela Municipality
01.2017 - 01.2020
- Processed and maintained accurate records of documentation, including invoices, claims, and administrative files.
- Assisted in the preparation and review of claims, ensuring compliance with municipal guidelines.
- Provided administrative support, including data entry, record keeping, and file management.
- Responded to client inquiries, offering timely and professional assistance.
- Collaborated with internal teams to improve administrative workflows and operational efficiency.
- Reduced errors in data entry tasks by maintaining thorough attention to detail and verifying information before inputting it into the system.
Education
Advanced Diploma - Financial Management
Regent Business School
Johannesburg, South Africa01-2025
National N Diploma - Business Management
Capricorn College
Polokwane, South Africa01-2018
High School -
Thengwe High School
Tshilamba 04.2001 -
Skills
- Problem solving
- Attention to details
- Working under pressure
- Claims Processing & Documentation
- Customer Service Excellence
- Client relationship management
- Sales forecasting
- Customer service
- Verbal and written communication
- Administrative Support & Data Management
- Decision-making
Certification
RE5 (Regulatory Examination: Representatives)
Attributes
- Meticulous and detail-oriented
- Strong ethical and professional integrity
- Adaptable and quick learner
- Team player with independent initiative
Timeline
Financial Advisor
Old Mutual
10.2024 - Current
Sales Consultant
Ndw Financial Services (Discovery Life)
01.2020 - 09.2024
Administrative Intern
Thulamela Municipality
01.2017 - 01.2020
High School -
Thengwe High School
04.2001 -
Advanced Diploma - Financial Management
Regent Business School
National N Diploma - Business Management
Capricorn College
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