Camilla Holeni
Financial Advisor
Bloemfontein
Summary
I am an enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in life insurance and investment, with a passion for assisting clients in reaching financial goals.
Overview
5
5
years of professional experience
4
4
years of post-secondary education
Work History
Financial Advisor
Sanlam Sky
Bloemfontein
04.2022 - Current
- Prospecting and meeting potential clients for portfolio reviews and/or client service
- Presenting insurance products and closing sales
- Conducting financial needs analysis and financial planning
- Building long-lasting relationships with clients
Communications Intern
African Union Development Agency
Midrand
05.2019 - 10.2019
- Admin and Logistical tasks: Minute-taking, organizing meetings, writing reports
- Article writing and supporting the drafting of newsletters and concept note.
- Creating content for social media
- Comunication planning and overall project support.
Education
Bachelor Of Arts - Psychology
University of Pretoria
Pretoria, South Africa 02.2013 - 11.2016
Skills
Client serviceSales and marketingOffice administration and Report writingCommunication planning and social media strategizingMultilingual: English, French, SeTswana, XitsongaMS Word, PowerPoint, Excel, Outlook, TeamsGood Interpersonal skillsWorking independently and collaborativelyCritical and creative thinker
Financial planning
Financial Advising
Relationship building and management
Investment planning
Project support
Timeline
Financial Advisor
Sanlam Sky
04.2022 - Current
Communications Intern
African Union Development Agency
05.2019 - 10.2019
Bachelor Of Arts - Psychology
University of Pretoria
02.2013 - 11.2016