Jimmy Mongwe
Senior Finacial Advisor
Tzaneen
Summary
Proven Financial Advisor and Teacher with a track record of fostering client loyalty at Oldmutual and enhancing student development at the Department of Education. Specializes in investment planning and client relations, consistently delivering tailored financial solutions and educational support. Excels in sales and marketing, significantly contributing to client and student success.
Overview
17
17
years of professional experience
Work History
Finacial Advisor
Oldmutual
10.2012 - 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.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Teacher
Department Of Education
01.2008 - 11.2012
- Worked cooperatively with other teachers, administrators, and parents to help students reach learning objectives.
- Supported student physical, mental, and social development using classroom games and activities.
- Graded and evaluated student assignments, papers, and course work.
- Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
Education
No Degree - Finacial Planning
Milpark College
Gauteng 04.2001 -
No Degree - Regulatory Exam (RE5)
Fsp
Capetown 04.2001 -
Skills
Investment planning
Client Relations
Insurance decisions
Sales and Marketing
Timeline
Finacial Advisor
Oldmutual
10.2012 - Current
Teacher
Department Of Education
01.2008 - 11.2012
No Degree - Finacial Planning
Milpark College
04.2001 -
No Degree - Regulatory Exam (RE5)
Fsp
04.2001 -
Similar Profiles
QUEEN TONYELAQUEEN TONYELA
Salaried Financial Advisor at OldmutualSalaried Financial Advisor at Oldmutual
Mbalenhle Winterose ZwaneMbalenhle Winterose Zwane
Financial advisor at OldmutualFinancial advisor at Oldmutual
Nompumelelo NgeteNompumelelo Ngete
Branch Sales Manager at OldmutualBranch Sales Manager at Oldmutual
Rishongile MabundaRishongile Mabunda
Student Volunteer at Letaba Special SchoolStudent Volunteer at Letaba Special School
Karabo MakgathoKarabo Makgatho
Goods Receiving Administrator at Silverburch HoldingsGoods Receiving Administrator at Silverburch Holdings