Lungiswa Failane
Financial Adviser
Kempton Park
Summary
Motivated Financial Advisor with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management.
Overview
10
10
years of professional experience
9
9
years of post-secondary education
Work History
Personal Financial Advisor
Old Mutual
Boksburg
06.2023 - Current
- Informed clients of strategies for reducing debt and maximizing savings.
- Created financial models to analyze and evaluate investment strategies.
- Educated clients on potential risks and rewards associated with various investments.
- Monitored and updated financial plans to comply with client goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Advised clients on investments, retirement and estate planning.
- Sell life insurance, funeral insurance, retirement instruments and investments.
- Managed clients on our market segment with diligence, maintaining confidentiality and adhering to regulatory requirements.
Tele-prospector
Old Mutual
Fourways
09.2022 - 05.2023
- Assisting Financial Advisor in championing valued customers.
- To achieve their financial goals by identifying their financial needs.
- Providing sound financial advice, recommending and implementing "fit and proper" financial plans and solutions.
- Takes targeted approach to sell on phone, Managed over 200 customer calls per day and 5+ sales.
- Engaged with customers to better understand needs and deliver excellent service.
- Actively listened to customers to fully understand requests and address concerns.
- Met schedule using excellent planning and coordination skills
- Demonstrated respect, friendliness and willingness to help wherever needed.
Educator Assistant
Gahlanso Primary School
Tembisa
11.2021 - 08.2022
- Support teachers in managing challenging learner behavior and promoting positive behavior
- Make sure that learners are working with are able to engage in learning at hand and stay on task.
- Prepare mark sheets, keeping records and capturing.
- Handout workbook/textbooks to learn learners, help teachers with photocopying of question papers.
- Assisted lead teacher in monitoring of student progress and updating required documentation, ensuring accurate records for each learner
Compliance Associate
Seotloana Primary School
Tembisa
06.2020 - 06.2021
- Covid 19 screening, sanitation,data capturing, monitoring social distancing and any other related compliance of staff members,leaner and visitors.
- Maintained up-to-date knowledge of applicable laws and regulations
Data Capturer
Docufile/Iron Mountain
Midrand
01.2017 - 06.2019
- Gather invoices, statements, personal details.
- Followed data entry protocols, rules and regulations.
- Maintained files, records and chronologies of entry activities.
- Ensure data is backed up.
Administrative Assistant Volunteer
Tembisa South SAPS
Tembisa
07.2014 - 12.2016
- Assist administrative duties pertaining to logistics regarding SCM and related functions
- Registering and record keeping of all new incidents, filling of vehicles with fuel, garaging, vehicle inspection and boarding of motor vehicles.
- Perform office inspections on state property in relation to inventories, dispatch files, documents and record outgoing correspondence.
- General administration, filling, typing, answering of telephone, photocopying, scanning and faxing
Education
Bachelor - Supply Chain And Operation Management
University of South Africa (Unisa)
Sunnyside, South Africa 02.2024 - Current
Higher Certificate - Economic Management And Sciences
University of South Africa (Unisa)
Sunnyside, South Africa 01.2019 - 11.2020
National Diploma - Human Resources Management And Practices
MSC Business College
Kempton Park, South Africa 02.2010 - 04.2014
High School Diploma -
Mvenyane SSS
Matatiele, South Africa 01.2007 - 12.2009
Skills
Adaptability and Flexibility
undefinedTimeline
Bachelor - Supply Chain And Operation Management
University of South Africa (Unisa)
02.2024 - Current
Personal Financial Advisor
Old Mutual
06.2023 - Current
Tele-prospector
Old Mutual
09.2022 - 05.2023
Educator Assistant
Gahlanso Primary School
11.2021 - 08.2022
Compliance Associate
Seotloana Primary School
06.2020 - 06.2021
Higher Certificate - Economic Management And Sciences
University of South Africa (Unisa)
01.2019 - 11.2020
Data Capturer
Docufile/Iron Mountain
01.2017 - 06.2019
Administrative Assistant Volunteer
Tembisa South SAPS
07.2014 - 12.2016
National Diploma - Human Resources Management And Practices
MSC Business College
02.2010 - 04.2014
High School Diploma -
Mvenyane SSS
01.2007 - 12.2009
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