Kgaogelo Jeoffrey Ramolefo
Financial Advisor
Johannesburg
Summary
Dedicated and organized Financial Advisor with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
11
11
years of professional experience
1
1
year of post-secondary education
7
7
Certifications
Work History
Financial Advisor
Outsurance
Johannesburg
03.2022 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Being able to prospect for new clients through various means to ensure good pipeline of business. Own sourcing of new business.
- Effective communication with both internal stakeholders and clients (written and verbal).
- Conduct a comprehensive risk evaluation for the client and provide sound financial advice to clients.
- Prospecting clients from within the OUTsurance group of companies for their life insurance and investment needs by utilising our existing client base.
- Providing on-going service and support to your individual client base (amendments, renewals etc.) Technology systems and support areas are in place to ensure the execution burden is made a small as practical.
- Being an ambassador for the brand by living our company values in all interactions with internal and external stakeholders.
Financial Advisor
Liberty Life
Randburg
03.2021 - 02.2022
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Evaluated investment materials to develop financial recommendations, fulfill customer needs and predict favorable investments.
- Offered diversified set of solutions and full scope of investment products and services to meet clients' best interests.
- Develop deep and meaningful relationships with clients.
- Generating clients/prospects through networking.
- Develop and execute a marketing Plan to attract and engage target audiences.
Customer Service Representative
MTN
11.2013 - 10.2020
- Handling customers queries daily and giving feedback thereof
- Opening of new contracts and the renewal of existing customer contracts
- Problem solving
- Managing stock for the store
- Achieving targets set by the business on a monthly basis
- Managing the store in the absence of my superiors
- Data capturing of customers
Outbound Call Centre Agent
MTN
09.2011 - 11.2013
- Attending to outbound calls
- Opening of new contracts and the renewal of existing customer contracts
- Customer retention
- Achieving my day-to-day targets as well as monthly set targets.
Education
Matric - Matric
Vector College
Johannesburg 01.2007 - 12.2007
Regulatory Examination For All Reps in FSp's - RE 5
Moonstone
Johannesburg 12.2020 - 12.2020
Skills
Time management, Communication skills, Professional, Good telephone etiquetteundefined
Certification
2020
Additional Information
- Driver’s License Code 10
- Own Reliable Transport
Timeline
Financial Advisor
Outsurance
03.2022 - Current
Financial Advisor
Liberty Life
03.2021 - 02.2022
Regulatory Examination For All Reps in FSp's - RE 5
Moonstone
12.2020 - 12.2020
Customer Service Representative
MTN
11.2013 - 10.2020
Outbound Call Centre Agent
MTN
09.2011 - 11.2013
Matric - Matric
Vector College
01.2007 - 12.2007
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