Mokgadi Seoka
Business Development Consultant
Mamelodi
Summary
To Work in an environment which encourages growth for me to succeed.
Overview
12
12
years of professional experience
Work History
Financial Advisor
Sanlam Sky
01.2021 - Current
- Assisting with day to day running of brand, New business, claims, giving advice
- All administrative support
- Processing of claims and refunds
- Alteration on policy documents
Team Leader (sales)
Sanlam Sky -moved to innova
01.2024 - Current
- Giving financial advisors, Assisting advisors with opening stop order facilities, Setting up monthly targets for advisors
- Helping advisors to reach daily, weekly and monthly targets., Verifying new business (to identify quality) .a
- All administrative support,servicing clients queries and complains,alterations and processing of claims and refunds...
- Appointment bookings
- Assisting advisors with presentations
- First notice of loss
Business Development Consultant
Momentum Insurer's
01.2022 - 01.2023
- Short term insurance, Call center/cold calling/lead referrals, Matrix system queries, Field (visiting clients, New business/ amendment on policies, First notice of loss-pending investigation or payment
- Queries and complains all administrative duties includes servicing clients on policy alterations,beneficiary changes,add on
- First notice of loss Claims-windscreens claims pending investigation
- Administrative support
Financial Advisor
African Rainbow Life
01.2020 - 01.2021
- Giving financial advice to clients, Call center- cold calling, customer care, Assisting with claims, New business
- First notice of loss
- Servicing clients on policy documents,claims,queries and refunds
- Administrative support filling and processing of complains
Financial Advisor
Old Mutual
01.2013 - 01.2018
- Closing leads, Assisting clients complains claims and queries, New business
- Administrative support
Education
NATIONAL SENIOR CERTIFICATE - Matric
Prosperitus Secondary School
2000
FPI - Regulatory Exam - Insurance
MilPark
Gauteng2017
Fais Credits - NQF Level 4 (Financial Planning) -
Class of Business - Long term, short term
Seta2019
Skills
Leadership skills
Personal Information
- ID Number: 8302180162085
- Health Status: Good
- Date of Birth: 02/18/83
- Gender: Female
- Nationality: African
- Driving License: Code 08
- Marital Status: Single
References
- Sarah Matsebe Branch manager (Sanlam Sky) 072 831 8194
- Botshelo Ntlaseng, Sales Manger (momentum insure), 083 407 4807
Languages
English
Intermediate (B1)
Sepedi
Advanced (C1)
Tswana
Advanced (C1)
Zulu
Elementary (A2)
Xitsonga
Beginner (A1)
Timeline
Team Leader (sales)
Sanlam Sky -moved to innova
01.2024 - Current
Business Development Consultant
Momentum Insurer's
01.2022 - 01.2023
Financial Advisor
Sanlam Sky
01.2021 - Current
Financial Advisor
African Rainbow Life
01.2020 - 01.2021
Financial Advisor
Old Mutual
01.2013 - 01.2018
NATIONAL SENIOR CERTIFICATE - Matric
Prosperitus Secondary School
FPI - Regulatory Exam - Insurance
MilPark
Fais Credits - NQF Level 4 (Financial Planning) -
Class of Business - Long term, short term
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