Summary
Overview
Work History
Education
Skills
Accomplishments
ADDITIONAL INFORMATION
Timeline
Generic

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

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
LEGODI NKWE JUNIORAspiring Financial Adviser