Floyd Mafemane Baloyi
Insurance, Sales Financial Advisory
Brackenfell
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Sales Team Manager
OUTsurance
09.2015 - 09.2023
- 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.
- Educating clients on various financial matters and provided professional recommendations on products, and services based on each clients' individual needs.
- Enhanced team productivity by implementing effective communication strategies and time management techniques.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Recruited, interviewed and hired individuals adding value, dedication and knowledge to sales team.
Financial Advisor
King Price Insurance
08.2023 - 12.2023
- Increased sales revenue by consistently meeting and exceeding sales targets.
Business Development Executive
Bidvest Prestige
11.2014 - 07.2015
- Communicated directly with customers and partners to build strong business networks and relationships.
- Negotiated client contracts and agreements to cultivate profitable business transactions.
- Managed portfolio of accounts, ensuring timely delivery of products/services while maintaining high levels of customer satisfaction.
Financial Advisor
Telesure Group Services
09.2012 - 10.2014
- 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 individual needs.
Financial Advisor
Liberty
11.2010 - 08.2012
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Advised clients on investments, retirement and estate planning.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Researched and evaluated potential investment products for clients.
Customer Service Representative
ABSA
10.2007 - 10.2010
- Handled customer inquiries and suggestions courteously and professionally.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Education
High School Diploma -
Hoerskool Voortrekker
Boksburg, South Africa 04.2001 -
Skills
Investment planning
Languages
English
Bilingual or Proficient (C2)
Afrikaans
Bilingual or Proficient (C2)
Zulu
Bilingual or Proficient (C2)
Tsonga
Bilingual or Proficient (C2)
Certification
NQF5 Wealth Management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Financial Advisor
King Price Insurance
08.2023 - 12.2023
Sales Team Manager
OUTsurance
09.2015 - 09.2023
Business Development Executive
Bidvest Prestige
11.2014 - 07.2015
NQF5 Wealth Management
09-2014
Financial Advisor
Telesure Group Services
09.2012 - 10.2014
Financial Advisor
Liberty
11.2010 - 08.2012
Customer Service Representative
ABSA
10.2007 - 10.2010
High School Diploma -
Hoerskool Voortrekker
04.2001 -
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