Lebogang Molemane
Roodepoort
Summary
Dynamic sales and financial professional with over 18 years of diverse experience in financial advisory, sales, marketing, training, and risk management. Proven ability to drive immediate impact through strategic insights and effective leadership. Committed to continuous learning and growth within the finance sector, eager to embrace new challenges that foster personal and organizational success. I am prepared to leverage extensive expertise to contribute meaningfully to a forward-thinking team.
Overview
6
6
Languages
21
21
years of professional experience
Work History
Marketing, Communications and Stakeholder Officer
Akani Retirement Fund Adminsitrators
01.2025 - Current
- Streamlined retirement fund processing to enhance operational efficiency and accuracy.
- Coordinated with financial institutions to ensure timely fund disbursement and compliance adherence.
- Developed training materials for staff, improving onboarding processes and knowledge retention.
- Managed member inquiries, providing clear guidance on retirement options and benefits eligibility.
- Established best practices for fund administration, driving continuous improvement initiatives across departments.
- Implemented process improvements that streamlined workflows, reducing redundancies and increasing operational efficiency.
- Managed departmental budgets effectively, ensuring optimal allocation of resources for necessary equipment and training.
- Generated reports detailing findings and recommendatin
- Organized member meetings, and educated members on their benefits via group presentations and one-on-one consultations
- Presented the pension fund benefits to new employees to recruit them to join the pension fund
Executive Sales Manager
Assupol
07.2022 - 03.2023
- Develop and implement a comprehensive sales and marketing strategy.
- Oversee the recruitment and selection process for sales representatives.
- Provide training and ongoing development to sales representatives.
- Facilitate coaching sessions for sales teams.
- Deliver training programs to brokers to enhance their performance.
- Identify and cultivate opportunities in both new and existing markets.
- Achieve and maintain production targets while focusing on business retention.
- Ensure compliance with FAIS (Financial Advisory and Intermediary Services) requirements, including supervision and mentoring.
- Promote and maintain a culture of compliance and awareness within multiple teams.
- Deliver targeted training to brokers and advisors.
- Adhere strictly to the code of conduct and industry regulations.
- Provide strong leadership to the team, guiding them to meet and exceed their targets.
Broker Consultant
Assupol
11.2021 - 07.2022
- Assist and support intermediaries in their sales activities by preparing quotes, benefits statements, and other essential documentation.
- Maintain consistent communication and provide feedback to Advisors on all aspects of intermediary operations.
- Plan, coordinate, and manage interactions with intermediaries and their managers, ensuring continuous enhancement of client service standards.
- Ensure all business practices adhere to the Treating Customers Fairly (TCF) principles.
- Develop training materials and deliver training sessions to brokers.
- Review and approve business submissions from brokers.
Wealth Advisor
Assupol
07.2019 - 11.2021
- Advise clients on wealth management strategies tailored to their financial objectives.
- Managed GEPF clients' post-retirement planning.
- Draft wills in collaboration with Legatus Trust.
- Source leads for lump-sum investments from various stakeholders within Assupol.
- Conduct Financial Needs Analyses (FNA) to assess clients' retirement requirements.
- Achieve set targets while ensuring compliance with FSCA regulations.
- Develop presentations for both pre- and post-retirement planning.
- Facilitate workshops for clients approaching retirement.
Member Trustee (vice chairperson)
NBC Group Provident Fund
10.2017 - 06.2019
- Ensure the safety of the assets and that it grows.
- Accounting for the assets within the Fund and understanding who the members are and what their rights are.
- Trustees also ensure trust assets are kept separate from other assets.
- Keeping the members abreast with Fund statements, investment performance and any other important communication.
- Taking executive decisions on the Fund on behalf of the members, after consulting with the members.
- Appointing investment managers and other stakeholders for the employee's benefits.
- Review the performance of the Fund's investments on a regular basis.
Senior Financial Planner
NBC Holdings
05.2015 - 06.2019
- Providing financial advice along with a financial plan to the Fund Members.
- Ensuring that the members are ready to retire by educating them on options they have at retirement.
- Preparing members that are affected by section 189 via presentations and one on one consultations.
- Working in allocated Pension Funds and collaborating with Admin team and Fund Consultants.
- To arrange appointments with potential customers within the Funds as they prepare to exit the Fund.
- To update and inform fund members, trustees and all relevant stakeholders of our new products.
- Coaching new financial advisors and supervising their business.
- Creating feedback templates and presenting them to the fund trustees.
Financial Advisor
Sanlam
04.2013 - 04.2015
- Providing financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
- Working in allocated key accounts and allocated markets to reach and exceed sales targets.
- Offer customer service to Sanlam clients while cross selling other Sanlam products.
- To arrange appointments with potential customers within Key Accounts and Allocated Markets.
- To update and inform customers and client public of our new products.
- Selling and Marketing Cobalt for professionals products for the affluent and professional market.
Trainee Financial Advisor
Absa (AIFA -Academy)
10.2010 - 10.2012
- Contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises.
- Conducting in-depth reviews of clients' financial circumstances, current provision and future aims.
- Analysing information and preparing plans best suited to individual clients' requirements.
- Completing risk analysis, financial needs analysis and Designing financial strategies.
- Researching the marketplace and providing clients with information on new and existing products and services.
- Assisting clients to make informed decisions.
- Reviewing and responding to clients changing needs and financial circumstances.
- Promoting and selling financial products to meet given or negotiated sales targets.
- Following the study plans designed by the Academy and ensuring that I complete all my studies.
Branch Sales Consultant
Absa
03.2010 - 09.2010
- Expand the Absa customer base by acquiring new clients and enhancing the profitability of the existing customer portfolio.
- Proactively attract new customers and increase the portfolios of current customers through cross-selling and retention strategies.
- Contribute to the branch’s sales targets by driving customer growth and portfolio expansion.
- Refer leads to various stakeholders within the branch, ensuring effective collaboration and follow-up.
- Strengthen partnerships with other stakeholders to enhance customer acquisition and retention efforts.
Work-Place Banking Consultant/Team Leader
Absa
07.2007 - 02.2010
- Drive sales growth by increasing volumes, value, and enhancing service delivery competitiveness.
- Take ownership of and achieve individual performance targets for the assigned portfolio of external sales activities.
- Support and collaborate on sales activities between Relationship Banking, Business Banking, and Corporate Banking.
- Maintain the sales disciplines necessary to foster sustainable relationships, particularly in relation to scheme management.
- Plan and deliver educational sessions on Absa’s value proposition to customers, supporting sales and migration targets within the area.
- Identify opportunities and represent Absa at external sales engagements within the assigned areas, such as workplace banking schemes, public forums, major events, and festivals.
- Enhance overall Absa's performance by identifying sales and cross-selling opportunities, and actively engaging with colleagues across branches, business units, and regions to achieve these goals.
- Proactively build networks and relationships within the assigned area to support lead generation and increase Absa’s visibility across the region.
Tied Agent (External Sales)
Absa
08.2006 - 06.2007
- Identified and capitalized on sales opportunities, driving customer retention and loyalty.
- Sold loans and insurance products through direct, face-to-face interactions, while connecting clients with Absa call centers for additional support.
- Took full ownership and accountability for meeting and exceeding individual performance targets within the assigned portfolio of external sales activities.
- Actively built and maintained networks and relationships within the designated area to support lead generation and enhance Absa's visibility across the region.
- Facilitated presentations on Absa’s products and value propositions, fostering a dynamic sales environment.
General Worker
Hungry Lion
11.2005 - 07.2006
- Customer service
- Order placing and handling
- Query resolution
- Stock taking and management
- Adhering to hygiene standards
Education
Advanced Diploma - Business Management (NQF Level 7)
Mancosa
Johannesburg12-2020
RE 1 - undefined
Moonstone
Johannesburg05-2022
Advanced Certificate - Financial Planning (NQF Level 6)
Mancosa
Johannesburg12-2019
Certificate - Wealth Management (NQF Level 5)
Ray Strodl Consulting
Johannesburg11-2013
RE 5 - undefined
Moonstone
Johannesburg07-2011
Matric - undefined
President Mangope Technical and Commercial High School
Rustenburg01-2002
Skills
- Critical thinking and problem solving
- Creativity
- Teamwork
- Leadership
- Adaptability
- Business Development
- Marketing and Sales
- Facilitation
- Decision Making
- Communication
- Customer Relationship Management
- Contract Negotiation
- Product marketing
- Project planning
- Business negotiations
- Strategic planning
Languages
Setswana
Isizulu
Sesotho
English
Isixhosa
Sepedi
Timeline
Marketing, Communications and Stakeholder Officer
Akani Retirement Fund Adminsitrators
01.2025 - Current
Executive Sales Manager
Assupol
07.2022 - 03.2023
Broker Consultant
Assupol
11.2021 - 07.2022
Wealth Advisor
Assupol
07.2019 - 11.2021
Member Trustee (vice chairperson)
NBC Group Provident Fund
10.2017 - 06.2019
Senior Financial Planner
NBC Holdings
05.2015 - 06.2019
Financial Advisor
Sanlam
04.2013 - 04.2015
Trainee Financial Advisor
Absa (AIFA -Academy)
10.2010 - 10.2012
Branch Sales Consultant
Absa
03.2010 - 09.2010
Work-Place Banking Consultant/Team Leader
Absa
07.2007 - 02.2010
Tied Agent (External Sales)
Absa
08.2006 - 06.2007
General Worker
Hungry Lion
11.2005 - 07.2006
Matric - undefined
President Mangope Technical and Commercial High School
RE 5 - undefined
Moonstone
Certificate - Wealth Management (NQF Level 5)
Ray Strodl Consulting
Advanced Certificate - Financial Planning (NQF Level 6)
Mancosa
RE 1 - undefined
Moonstone
Advanced Diploma - Business Management (NQF Level 7)
Mancosa
Links
Lebo's LinkedIn