Hi, I’m
Charlotte Mokwene
Sales Consultant
Paulshof
Summary
Results-oriented sales professional with track record of generating revenue and fostering client relationships. Adept at identifying customer needs and providing effective solutions to drive business growth. Reliable team player with focus on collaboration and adaptability, ensuring alignment with dynamic business goals. Proven skills in communication, generating sales opportunities and strategic planning.
Overview
13
years of professional experience
1
Language
Work History
Sanlam Connect
Sales Consultant
05.2017 - 08.2025
Job overview
- Responsibilities:
- Managed 25 advisors consisting of new to industry (less than 24 months) and experienced (24 months +)
- Provide Authorized Principals with support and assistance to grow their practice.
- Supporting Senior Financial Advisers in rendering ongoing financial advice to deliver on sales objectives.
- Mentoring and training new advisors
- Generated increased sales revenue through effective lead generation and follow-up efforts.
- Maintained sense of urgency in answering customer questions and requests through email or voice messaging.
- Attended ongoing training sessions to stay current on industry trends, market conditions, and product offerings – applying knowledge gained to better serve customers.
- Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Adhering to the risk and compliance protocol in accordance with the company’s principles and legislation.
- Assisting with the processing of claims, replacements and quotations.
- Assisting with comparative competitor quotes.
- Executing on the team strategy to ensure optimal results.
- Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
- Followed up with existing customers to provide additional support and address concerns.
- Streamlined sales processes to improve efficiency, leading to quicker deal closings and increased productivity.
Wealthvision Bluestar - Sanlam
Financial Advisor
06.2013 - 04.2017
Job overview
- Responsibilities:
- Conducting in depth reviews of clients' financial circumstances, their current provision and future aims.
- Conducting financial needs analyses for clients to propose suitable financial plans and products
- Promoting and selling financial products to meet set sales targets.
- Contacting clients with news of new financial products that may require review of existing policies.
- Notifying clients of changes to legislation that may affect their savings and investments.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Wealthvision Bluestar - Sanlam
Back Office Admin
02.2013 - 04.2017
Job overview
- Responsibilities:
- Investigating client complaints and following-up with appropriate action.
- Processing application forms of new business received.
- Securing appointments for advisors.
- Monitoring advisors’ performance in-line with sales targets.
- Driving pipeline business to ensure that monthly advisor targets are met.
- Generating leads from the Bluestar database
- Processing claims and dealing with follow ups.
- Enhanced office efficiency by streamlining administrative processes and implementing time-saving tools.
- Demonstrated adaptability in the face of changing priorities, effectively managing multiple tasks simultaneously while meeting tight deadlines.
- Developed proficiency in multiple software applications, including Microsoft Office Suite, for efficient completion of daily tasks.
Education
University of Free StateBloemfontein, South Africa
Postgraduate Diploma from Financial Planning Law (NQF 8)
12-2023
Sanlam Distribution AcademyJohannesburg
Wealth Management (NQF 5) from Wealth Management
02-2017
MoonstoneJohannesburg, South Africa
Regulatory Exam (RE5) from Regulatory Exam (RE5)
05-2015
University of JohannesburgJohannesburg
BA from Development Studies
10-2012
Selly Park High SchoolRustenburg, South Africa
Matric from Matric
12-2007
Skills
Extensive Sales experience
Industry trends
Strong verbal and written communication skills
Financial Planning and Life Insurance knowledge
Extensive experience with lead generation projects
Proficient at using CRM systems
Project management of sales and marketing campaigns
Onboarding and coaching new employees
Time management
Community networking
Customer liaison
Strategic planning
Timeline
Sales Consultant
Sanlam Connect
05.2017 - 08.2025
Financial Advisor
Wealthvision Bluestar - Sanlam
06.2013 - 04.2017
Back Office Admin
Wealthvision Bluestar - Sanlam
02.2013 - 04.2017
University of Free State
Postgraduate Diploma from Financial Planning Law (NQF 8)
Sanlam Distribution Academy
Wealth Management (NQF 5) from Wealth Management
Moonstone
Regulatory Exam (RE5) from Regulatory Exam (RE5)
University of Johannesburg
BA from Development Studies
Selly Park High School
Matric from Matric