Zintle Mgandela
Mgandela
Bellville,Western Cape
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, estate planning and investment.
Overview
9
9
years of professional experience
1
1
year of post-secondary education
1
1
Certification
Work History
Financial Advisor
Old mutual
cape town, Western Cape
11.2021 - Current
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
Insurance Sales Representative
Santam
bellville
02.2018 - 01.2021
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Maintained detailed records of customer information and policy sales.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Sought out new clients and developed client relationships through networking, direct referrals, lead databases and cold calling.
Sales Consultant
Santam
cape town, Western Cape
04.2016 - 12.2018
- Cold called and conducted face-to-face sales calls with C-level executives and directors in assigned sales territory.
- Created detailed sales presentations to communicate product features and market data.
- Oversaw daily outbound calls to identify services that address primary needs.
- Supported clients with business analysis, documentation and data modeling.
Sales Representative
Woolworth Financial Services
cape town, Western Cape
02.2014 - 04.2015
- Developed and delivered engaging sales presentations to convey product benefits.
- Created professional sales presentations and seminars to effectively demonstrate product features and competitive advantages.
- Met with existing customers and prospects to discuss business needs and recommend optimal solutions.
- Increased sales by offering advice on purchases and promoting additional products.
Sales Consultant
Old mutual
cape town, State/Province*
02.2012 - 07.2014
- Cold called and conducted face-to-face sales calls with C-level executives and directors in assigned sales territory.
- Created detailed sales presentations to communicate product features and market data.
- Oversaw daily outbound calls to identify services that address primary needs.
- Supported clients with business analysis, documentation and data modeling.
Education
High School Diploma -
Zisukhanyo S.S.S
Western Cape 11.2008 - 11.2009
Skills
COMPUTER PROFICIENCY
NEGOTIATION SKILLS
EXCELLENT VERBAL AND WRITTEN COMMUNICATION SKILLS
STRONG ANALYTICAL
Highly proficient in dealing with clients at all levels
Certification
RE
Timeline
Financial Advisor
Old mutual
11.2021 - Current
Insurance Sales Representative
Santam
02.2018 - 01.2021
RE
02-2017
Sales Consultant
Santam
04.2016 - 12.2018
Sales Representative
Woolworth Financial Services
02.2014 - 04.2015
Sales Consultant
Old mutual
02.2012 - 07.2014
High School Diploma -
Zisukhanyo S.S.S
11.2008 - 11.2009