Kayla Higgs
Financial Advisor (under Supervision)
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. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
5
5
years of professional experience
2
2
Languages
Work History
Financial Advisor (under Supervision)
Juntos Financial Services
02.2024 - Current
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
- Coordinated efforts with estate attorneys and tax professionals when creating holistic wealth management plans inclusive of all relevant considerations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Collaborated with team members to streamline processes and improve overall client experience.
- Managed risk effectively through careful analysis of clients'' needs and portfolio diversification strategies.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Negotiated favorable terms on behalf of clients when coordinating lending solutions such as mortgages or personal loans.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
Sales Manager
Gresse Group
02.2022 - 02.2024
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
- Provided ongoing training and mentorship for junior sales staff, fostering professional development and career growth.
- Negotiated contracts with vendors and suppliers, ensuring the best pricing and terms for company profitability.f
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Collaborated with marketing teams to create targeted promotional campaigns, driving customer engagement and sales growth.
- Led a successful sales team by providing motivational coaching and performance-based incentives.
- Streamlined sales processes for improved efficiency, resulting in higher conversion rates.
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Provided guidance on trade-in evaluations, ensuring accurate appraisals that benefited both customers and the dealership''s bottom line.
- Increased dealership revenue by developing and implementing effective sales strategies tailored to customer needs.
- Leveraged personal network of industry contacts to gain insight into upcoming vehicle releases and make informed recommendations for dealership inventory updates.
Operational Manager
Balans Health Centre
12.2018 - 02.2022
- Played a pivotal role in enhancing overall operational excellence by identifying inefficiencies within existing systems/processes and implementing targeted interventions.
- Successfully managed change initiatives by effectively communicating expectations clearly among affected individuals or groups.
- Optimized inventory management strategy through accurate forecasting and demand planning methodologies.
- Developed strong relationships with vendors, resulting in better pricing negotiations and improved service levels.
- Demonstrated expertise in conflict resolution through mediating disputes between team members or departments, facilitating a harmonious work environment.
- Mentored staff members on best practices, fostering a culture of continuous improvement within the organization.
- Managed budgets for multiple projects, ensuring timely delivery and cost control.
- Increased customer satisfaction with consistent quality control measures and proactive issue resolution.
Education
Bachelor of Commerce - BComm General
Stadio School of Higher Education
Cape Town12.2027
Certificate of Accreditation - Class of Business - 8 Categories
Milpark Education
Cape Town03.2024
International Diploma - Somatology
Qualitas Beauty & Wellness Academy
Bloemfontein12.2022
High School Diploma -
C & N Secondary Girl School Oranje
Bloemfontein12.2016
Skills
Client Relations
undefinedTimeline
Financial Advisor (under Supervision)
Juntos Financial Services
02.2024 - Current
Sales Manager
Gresse Group
02.2022 - 02.2024
Operational Manager
Balans Health Centre
12.2018 - 02.2022
Bachelor of Commerce - BComm General
Stadio School of Higher Education
Certificate of Accreditation - Class of Business - 8 Categories
Milpark Education
International Diploma - Somatology
Qualitas Beauty & Wellness Academy
High School Diploma -
C & N Secondary Girl School Oranje
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