Dian Schoeman
Financial Advisor
Nelspruit
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, financial planning and investment.
Overview
4
4
years of professional experience
3
3
Languages
Work History
Financial Advisor
Sanlam
08.2024 - Current
- 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.
Sales Representative
Cape Union Mart
08.2022 - 08.2024
- Achieved top performer status consistently through dedication to meeting goals and exceeding expectations.
- Contributed to team objectives in fast-paced environment.
- Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Quality Control Manager
Abeega Roadhouse
05.2021 - 08.2022
- Ensured quality of food being delivered to customers.
- Overlooked all orders to ensure effective and accurate delivery during rush hours
COVID-19 Data Entry Staff Member
AMPATH
01.2021 - 02.2021
- Entered data into appropriate fields, databases, records, and files.
- Assisted with temporary COVID swab assistance to ensure effeciency.
Education
High School Diploma -
Bergvlam High School
Nelspruit, South Africa 04.2001 -
Skills
Client service
Investment planning
Client relations
Problem-solving
Insurance decisions
Relationship building and management
Financial planning
Wealth management
Analytical thinking
Timeline
Financial Advisor
Sanlam
08.2024 - Current
Sales Representative
Cape Union Mart
08.2022 - 08.2024
Quality Control Manager
Abeega Roadhouse
05.2021 - 08.2022
COVID-19 Data Entry Staff Member
AMPATH
01.2021 - 02.2021
High School Diploma -
Bergvlam High School
04.2001 -
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