Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Daron Sifundza

Daron Sifundza

Windsor West

Summary

Dedicated and organized Sales professional with outstanding relationship-building and closing skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.

Overview

10
10
years of professional experience

Work History

Financial Advisor

Sanlam
Johannesburg
05.2023 - Current
  • As a Financial Advisor, I play a crucial role in helping individuals and businesses manage their financial portfolios and achieve their financial objectives. I also build and maintain long-term relationships with clients while providing them with comprehensive financial planning and investment advice.
  • Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
  • Monitored client portfolios to ensure that recommended investments remain in line with their goals and objectives.

Senior Supervisor

Dash BPO
Johannesburg
02.2021 - 04.2023
  • at Dash BPO, a customer service contact centre, I was on a campaign with exclusively international customers, I managed a team of 12 agents providing leadership and guidance to the customer service consultants, ensuring that my team consistently meets their KPIs such as AHT (average handle time) and Quality Standards, making sure the agents are producing high quality work which is in-line with the Service Level agreement the campaign has with the client, also motivating my team to comply to the adherence standards set out by the company. Tracking agent performance Bi-weekly and doing live monitoring to provide guidance and coaching to agents who may be struggling in certain areas. Providing monthly feedback through PowerPoint presentations to the Operations Manager on the progress of my team’s performance and communicating challenges and possible opportunities for the campaign.

Broker Sales Advisor

Momentum
Pretoria
03.2017 - 10.2019
  • As a Broker Sales Advisor at Momentum I was providing high quality sales service to Momentum Financial Planners and Momentum clients, preparing and presenting Short-term insurance quotes and finalizing all administrative duties before and after the sale.

Telesales Advisor

ABSA
Pretoria
02.2015 - 02.2017
  • As a Telesales Advisor at ABSA, closing short term insurance sales for the AIFA(ABSA Insurance and Financial Advisors) department converting leads into new business clients.
  • Answered customer inquiries regarding products and services offered.
  • Followed up on existing leads to close sales opportunities.

Financial Advisor

Metropolitan
Pretoria
04.2014 - 12.2014
  • As a Financial Advisor at Metropolitan I was closing sales on a range of financial products (mostly long term insurance policies), keeping the business on the books and up-selling to existing clients.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
  • Promoted business to increase customer base and grow revenue.

Education

Wealth Management NQF5 Qualification -

RJM Educational Consulting
Johannesburg
07.2022

FAIS Accredited RE-5 Certificate -

Moonstone Business School of Excellence
Johannesburg
04.2016

Tertiary Education - Intro to Web and Graphic Design Qualification

Boston City Campus And Business College
Durban
12.2012

High School Diploma -

Elangeni FET College
Pinetown
12.2010

Skills

  • Sales Presentations
  • Script use
  • Inbound and outbound calls
  • Follow-up calls
  • Business Prospecting
  • Organizational Skills
  • Cold-calling
  • Closing sales
  • Tactful and diplomatic
  • Professionalism
  • Customer-focused
  • Excellent Communication
  • Active Listening
  • Email Etiquette
  • Phone Etiquette
  • Adaptability and Flexibility
  • Customer Relationship Management (CRM)
  • Persuasive Strategies
  • Problem-Solving
  • Skilled negotiator
  • Networking
  • Business Development
  • Proposal Development
  • Sales Pipeline Management
  • Social Media Marketing
  • Upselling strategies
  • Sales Promotion
  • Team Leadership
  • Report Preparation
  • Workflow Management
  • Call Center Operations
  • Quality Assurance
  • Service Delivery Optimization
  • Client relations and retention
  • Positive and Constructive Feedback
  • Training and coaching
  • Management of remote employees
  • Workforce Management
  • Team Building and Leadership
  • Excellent time management skills
  • Performance Evaluations
  • Marketing savvy
  • Customer Service
  • Conflict Management
  • Relationship Building
  • Customer Inquiry and Response

Affiliations

Sports Achievements

Twice Champion of the Johannesburg Amateur Boxing Championships,

also, Twice Champion of the Gauteng Amateur Boxing Championships.

Twice Silver medalist at the South African National Amateur Boxing

Championships. I achieved all this in both the 2004 and 2005

Tournaments respectively.

Timeline

Financial Advisor

Sanlam
05.2023 - Current

Senior Supervisor

Dash BPO
02.2021 - 04.2023

Broker Sales Advisor

Momentum
03.2017 - 10.2019

Telesales Advisor

ABSA
02.2015 - 02.2017

Financial Advisor

Metropolitan
04.2014 - 12.2014

Wealth Management NQF5 Qualification -

RJM Educational Consulting

FAIS Accredited RE-5 Certificate -

Moonstone Business School of Excellence

Tertiary Education - Intro to Web and Graphic Design Qualification

Boston City Campus And Business College

High School Diploma -

Elangeni FET College
Daron Sifundza