LEGODI NKWE JUNIOR
Aspiring Financial Adviser
Polokwane
Summary
Aspiring Financial Adviser with a strong customer-focused background and a growing foundation in financial planning and advisory services. Highly motivated and results-driven, with proven ability to build trust, understand client needs, and deliver tailored, fit-for-purpose solutions. Demonstrates strong consultative selling, communication, and relationship-building skills, supported by solid financial acumen and regulatory awareness (FAIS – foundational knowledge). Known for professionalism, accountability, and an entrepreneurial mindset, with a passion for helping clients achieve their long-term financial goals
Overview
2
2
years of professional experience
Work History
Flexi Crew Member – Sales & Customer Service
McDonald's South Africa
11.2023 - Current
- Deliver consistent, high-quality customer service in a fast-paced, high-volume environment
- Take ownership of customer queries, complaints, and escalations from initial contact through to resolution
- Anticipating customer needs and offer suitable solutions, including upselling and cross-selling products
- Ensure first contact resolution by accurately understanding issues and providing effective solutions
- Verify and update customer orders and information to maintain accuracy and service quality
- Work within defined service standards, policies, and procedures to meet operational and SLA requirements
- Maintain strict compliance with behavioral, operational, and information security standards
- Share knowledge, updates, and best practices with team members to support campaign success
- Demonstrate reliability, accountability, and flexibility while working shifts, peak periods, and extended hours
- KEY ACHIEVEMENTS
- Recognized for professionalism, strong customer engagement, and service excellence
- Demonstrated sales effectiveness through consistent upselling
- Trusted to handle customer issues responsibly while maintaining compliance standards
Education
Bachelor of Accounting Sciences - Financial Accounting
UNISA
Higher Certificate in Accounting Sciences - undefined
UNISA
01.2024
Diploma in Accounting and Financial Computing - undefined
Rosebank College
01.2021
National Senior Certificate - Matric
Dendron Secondary School
01.2016
Skills
financial Needs Analysis
Basic Financial Planning principals
Basic Insurance Product Knowledge( life, risk, savings)
Sales pipeline and prospect Management
Basic Regulatory Awareness(FAIS)
Consultive selling Techniques
Client Relationship Management
Sales Data Capture and Reporting
Product Recommendation and solutions
Microsoft Office (Excel, Word, Outlook)
Sales Software and Digital Tools
Record Keeping and Documentation
Accomplishments
Applied consultative selling techniques to identify customer needs and recommend suitable product upgrades.
ADDITIONAL INFORMATION
- 12+ months customer service & sales experience
- Exposure to upselling, retentions, and complaint handling
- Proficient English verbal communication skills
- Available for night shift (US campaign hours)
- Comfortable working on-site
- Clear criminal and credit record
- Self-motivated, dependable, and performance-driven
Timeline
Flexi Crew Member – Sales & Customer Service
McDonald's South Africa
11.2023 - Current
Higher Certificate in Accounting Sciences - undefined
UNISA
Diploma in Accounting and Financial Computing - undefined
Rosebank College
National Senior Certificate - Matric
Dendron Secondary School
Bachelor of Accounting Sciences - Financial Accounting
UNISA