Summary
Overview
Work History
Education
Skills
Education Certifications
References
Training & Accreditation
Timeline
Receptionist
Lynn Lipari

Lynn Lipari

Sales Executive
Cape Town,WC

Summary

Dynamic and results-oriented professional with a proven track record in sales, account management, project management, and team leadership across various industries. Possessing exceptional abilities to understand and address customer needs with precision, I excel in applying lateral thinking and good judgment to navigate complex challenges. My career is marked by a commitment to excellence, a keen attention to detail, and a strong dedication to maintaining professional standards while delivering optimal results. As a born negotiator, I leverage my well-honed negotiation skills to drive successful outcomes and foster enduring relationships. With a focus on accountability and ownership, I consistently adapt to change and go above and beyond to ensure tasks are completed to the highest standards.

Overview

26
26
years of professional experience

Work History

Key Accounts Executive

Safrican
01.2019 - Current
  • Proven track record of consistently surpassing sales targets, exemplified by my achievement of transforming the Cape Town branch into the top-performing branch for five consecutive years.
  • Sourcing, engaging, and retaining profitable new business from various sources within the target market
  • Liaising with internal and external stakeholders to ensure effective communication and collaboration
  • Conducting training and providing ongoing product support to brokers
  • Maintaining relationships with brokers and clients
  • Proactively identifying and addressing client needs before, during, and after sales transactions
  • Staying updated on industry developments and competitor offerings
  • Delivering clear and concise presentations to diverse audiences to secure new client relationships.

Old Mutual

Financial Advisor
01.2016 - 01.2019
  • Prepared, presented, recommended, implemented, and reviewed client portfolios
  • Provided optimal financial planning solutions for high-net-worth clients
  • Mentored and trained new team members
  • Presented wealth creation seminars to clients
  • Managed sensitive client information and ensured maximum profitability through relationship-based business practices.


SWE Couriers

Account Manager
01.2014 - 01.2016
  • Established and developed new business relationships
  • Provided support and service to existing clients
  • Created customized proposals for prospective clients
  • Conducted solution selling and cold calls
  • Coordinated with internal departments regarding project implementation.

Print2Media

Project Manager
01.2010 - 01.2014
  • Prepared and implemented proposals, sales contracts, reports, budgets, and marketing strategies
  • Managed logistics and operations
  • Designed and marketed promotions across various mediums
  • Managed staff and developed KPIs.

CJB Brokers

Project & Office Manager
01.2008 - 01.2010
  • Implemented CRM system and trained staff
  • Managed all company projects simultaneously
  • Recruited, trained, and managed staff members
  • Handled HR functions and maintained office supplies.

Pretty Girls Boutique

Partner
01.2007 - 01.2008
  • Managed staff and store operations
  • Handled stock control and buying
  • Implemented marketing strategies and networking.

Lee Botti & Associates

Recruitment Consultant
01.2005 - 01.2007
  • Conducted interviews, assessments, and counseling
  • Managed temp division and grew business in Cape Town
  • Handled advertising and client visits.

P&O Nedlloyd

National Pricing Team Leader
01.1998 - 01.2005
  • Managed import and export rate inquiries
  • Sold company services and updated freight agreements
  • Assisted with bookings and managed purchase orders.
  • Tender quoting and submissions


Education

Matric

Fairmount High
Cape Town
1996

Skills

Clear determination and understanding of customer needs

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Education Certifications

  • Class of Business training in Category 1 life and friendly societies
  • Product Specific training in Category 1 life and friendly societies
  • RE5 Certification (Completed on 06/29/2018)

References

References available upon request.

Training & Accreditation

Time Management Course

Client Vision Training

Micro MBA on Velocity Bandwidth Barn Program ( 1 Year )

Sales Guru

Sales Drive to Success

E Learning compliance training

Accreditation

Greenlight Risk Training

Max Investments

Short term accreditation

Unit Trusts

Retirement Planning – Pre and Post

Wealth

Money Laundering

FAIS & FICA Compliant

RE5 Regulatory Examination

Timeline

Key Accounts Executive

Safrican
01.2019 - Current

Old Mutual

Financial Advisor
01.2016 - 01.2019

SWE Couriers

Account Manager
01.2014 - 01.2016

Print2Media

Project Manager
01.2010 - 01.2014

CJB Brokers

Project & Office Manager
01.2008 - 01.2010

Pretty Girls Boutique

Partner
01.2007 - 01.2008

Lee Botti & Associates

Recruitment Consultant
01.2005 - 01.2007

P&O Nedlloyd

National Pricing Team Leader
01.1998 - 01.2005

Matric

Fairmount High
Lynn LipariSales Executive