Summary
Overview
Work History
Education
Skills
Websites
Timeline
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David  Whitman

David Whitman

Randburg

Summary

Most recently, I served as a Financial Advisor with Liberty Group South Africa, where I successfully delivered tailored financial solutions through virtual consultations. My ability to build lasting client relationships remotely earned me the Fast Start Winner award in 2024, a recognition of top sales performance in the early phase of my career. This role, along with my prior experience in administration, logistics, and customer service, has equipped me with the skills to thrive in dynamic, client-focused environments.
Throughout my career, I have demonstrated strong problem-solving abilities, digital collaboration proficiency (CRM systems, Zoom, Teams), and a consistent drive to exceed expectations. My background also includes experience in dispatch coordination, high-end client transport, and self-managed service delivery roles—each enhancing my ability to work independently and deliver exceptional results.
I am excited about the opportunity to bring my diverse experience, professionalism, and enthusiasm to your team. I would welcome the chance to further discuss how I can contribute to your company's success.

Overview

10
10
years of professional experience

Work History

Financial Advisor

Liberty
Johannesburg
11.2023 - 05.2025
  • Reviewed existing client accounts to identify any gaps or areas needing improvement.
  • Explained advantages and disadvantages of available financial products to customers to maximize satisfaction.
  • Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
  • Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
  • Researched and recommended investment opportunities and products that align with clients' financial objectives.
  • Stayed abreast of financial market trends, regulatory changes, and new investment products and strategies.
  • Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
  • Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.

Driver and Administration

Steel Studio
Sandton
01.2015 - 07.2019
  • Performed activities on time while maintaining regular attendance and punctuality to support scheduling and work coverage.
  • Followed routes assigned by dispatchers to meet delivery objectives.
  • Adapted to changing routes or schedules as required by the employer.
  • Enhanced customer satisfaction by providing courteous and professional service.
  • Inspected vehicles for mechanical items and safety issues prior to operating them.
  • Transported clients to specified destinations safely and on-time.
  • Inspected vehicles for mechanical items and safety issues, ensuring they are in proper working condition.
  • Utilized GPS and maps for efficient route planning.
  • Maintained accurate logs of vehicle inspections and repair status.
  • Reported any vehicle malfunctions or accidents immediately to management.

Education

Class of Business - Class of Business, Pension Fund And Collective

Integrity Academy
Johannesburg
10-2024

High School Diploma -

Treverton College
Mooi River
12-2000

Skills

  • Financial analysis
  • Investment research
  • Risk assessment
  • Customer service
  • Client relationship management
  • Regulatory compliance
  • Client relations
  • Consultative selling
  • Communication
  • Sales skills
  • Professionalism
  • Reliability
  • Serve client needs

Timeline

Financial Advisor

Liberty
11.2023 - 05.2025

Driver and Administration

Steel Studio
01.2015 - 07.2019

Class of Business - Class of Business, Pension Fund And Collective

Integrity Academy

High School Diploma -

Treverton College
David Whitman