Madingaka Yvonne Mokoena
Vereeniging,GP
Summary
Proven Financial Advisor at Liberty Life, adept in relationship building and sales expertise, significantly enhancing client portfolios and loyalty. Excelled in sales roles, notably at Old Mutual Life Assurance, by leveraging sales and marketing skills to expand customer bases and increase satisfaction. Demonstrates exceptional accuracy in financial transactions and customer service, fostering trust and loyalty.
Overview
18
18
years of professional experience
Work History
Financial Advisor
Liberty Life
11.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Sales Agent
Old Mutual Life Assurance
07.2021 - 06.2023
- Developed strong relationships with clients through excellent customer service and regular followu
- Increased sales and customer satisfaction through personalized servicing.
- Offered each customer top-notch, personal service to boost sales and customer satisfaction.
- Spoke to customers in native language to increase loyalty and establish relationships.
- Explained features and advantages of the products to promote sales.
- Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
- Identified new areas of opportunity within existing accounts by offering additional products or services based on their needs analysis results.
Cashier
Bp Gas Station
11.2011 - 09.2016
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Helped customers complete purchases, locate items, and join reward programs.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Handled multiple payment methods securely, minimizing discrepancies and potential losses.
- Adapted quickly to new technologies implemented at POS systems, ensuring seamless transition periods for both staff and customers.
Customer Service Cashier
Protea Fax And Copies
03.2006 - 08.2008
- Maintained a clean and organized workspace, promoting a welcoming environment for customers.
- Handled high-pressure situations calmly, maintaining composure during busy periods or difficult interactions.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Processed customer orders and accurately handled payment transactions.
- Counted money in drawers at beginning and end of each shift.
- Promoted a positive shopping experience by greeting customers warmly upon entry and providing assistance as needed.
- Assisted in training new employees, ensuring they were knowledgeable about company policies and procedures.
- Balanced cash registers accurately at the end of each shift, minimizing discrepancies and errors.
Education
Certificate - Call Centre And Administration
Havatech Skills Centre
Johannesburg, South Africa08.2005
High School Diploma -
Qedilizwe Secondary School
Vereeniging, South Africa01.2004
Skills
- Relationship building and management
- Sales expertise
- Sales and Marketing
Languages
English
Upper intermediate (B2)
Timeline
Financial Advisor
Liberty Life
11.2023 - Current
Sales Agent
Old Mutual Life Assurance
07.2021 - 06.2023
Cashier
Bp Gas Station
11.2011 - 09.2016
Customer Service Cashier
Protea Fax And Copies
03.2006 - 08.2008
Certificate - Call Centre And Administration
Havatech Skills Centre
High School Diploma -
Qedilizwe Secondary School
Similar Profiles
Aminata DialloAminata Diallo
IMI Specialist at Liberty LifeIMI Specialist at Liberty Life
Brighton NdlovuBrighton Ndlovu
Business Analyst at Liberty LifeBusiness Analyst at Liberty Life
Sonja JosephsSonja Josephs
Claims Authoriser at Liberty LifeClaims Authoriser at Liberty Life