Mordecai Mthiyane
Senior Sales And Financial Advisor
Richards bay
Summary
With over 22 years of progressive success in sales, I specialize in driving growth through strategic target attainment, customer retention, and dynamic after-sales service. I excel both in collaborative team environments and as a remote driver of digital sales, from lead generation to crafting engaging social media campaigns that expand brand presence
Overview
17
17
years of professional experience
2
2
Certifications
Work History
Finacial Advisor
DischemLife
Richards Bay, South Africa
09.2025 - Current
- Lead Generation.
- Organize and execute activations.
- Conduct product presentations at events and corporate and industry meetings.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Also cultivated and maintained strategic relationships with key stakeholders across corporate, public sector, and financial industries, resulting in consistent invitations to deliver expert financial presentations and advisory sessions.
- Developed comprehensive financial plans for clients to achieve long-term goals, through comprehensively protecting themselves and their loved ones financially.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
Owner / Director
Sokhul Digital
Richards bay
06.2018 - Current
- Sourcing clients
- Creating relationships with suppliers
- Online client management
- Advertisement creation and distribution
- Bargaining with the banks, on behalf of clients
- Negotiating costs and payment terms; and closing the deals
- Digital Marketing and Lead Creation
- Social Media Management
Financial Advisor
Metropolitan
03.2024 - 04.2026
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process. Offer an extensive Financial Needs Analysis, in order to achieve the best options, during the financial planning.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Collaborated with team members to streamline processes and improve overall client experience.
- Developed niche in retirement planning, becoming go-to advisor for clients approaching retirement.
- Increased client retention rates with personalized communication and regular portfolio reviews.
- Strengthened client relationships, leading to increase in referral business, by providing exceptional advisory services.
- Streamlined reporting processes, providing clients with clear, actionable insights into their financial status.
- Lead generation.
- Regularly selected to deliver high-impact financial presentations at industry conferences and corporate events, translating complex financial strategies into practical, actionable insights for diverse audiences.
Senior Sales Exec and Owner
Your Car Dealer
Richardsbay (Remote)
03.2019 - 04.2023
- Create relationships with car dealerships and maintain agreements with them.
- Lead Generation.
- Conduct digital campaigns.
- Manage social media platforms for the business.
- Negotiated best deals for clients with the dealerships.
- Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
- Evaluated industry competition regularly to maintain a competitive advantage in the marketplace.
- Closing deals and maintaining a lasting relationship with clients.
Writer
Opera Mini
Richards bay
09.2019 - 06.2022
- I was an article writer for their online news department.
Sales and fragrance Specialist
COTY
Richards bay
03.2015 - 05.2018
- Meeting targets
- Promoting fragrances
- Selling of fragrances
- Keeping client data and conducting after-sales care
- Informing clients of sales/discounts
Sales Team Supervisor and Client liaison
Global Digital Designs
Johannesburg
09.2012 - 02.2015
- Interacting with the suppliers and finding new suppliers (and designers)
- Buying designs on behalf of Vancouver Originals
- Negotiating costs and payment terms; and closing the deals
- Putting together presentations for fashion and lifestyle corporate buyers
- Liaising with the creative i.e graphic designers, event organizers, etc when organizing launches.
- Supervision of the creation and maintenance of digital footprint - social media advertising and social media page management.
- Supervision of lead creation
- Supervision of targets being reached by the team
- Advertisement creation and monitoring
Accounts Sales Manager
Amandlanizini Trading
Richards bay
08.2009 - 08.2012
- Business Development
- Lead generation and Client Retention
- Customer Service
- Quality Control
Education
Certificate - Class Of Business 3 & 7
Growth In Motion
Richards Bay, South Africa 04.2001 -
Bachelor of Psychology - Psychology
University of Zululand
Empangeni06-2009
Matric - undefined
John Ross College
Richards Bay11-2002
Skills
- Microsoft Word
- Report writing
- Led Generation
- Creative Writing
- Investment planning
- Client relations
- Problem-solving
- Insurance decisions
- Sales and marketing
- Financial advising
- Sales expertise
- Relationship building and management
- Financial services
- Insurance sales
Certification
COB 3
Timeline
Finacial Advisor
DischemLife
09.2025 - Current
COB 3
06-2025
COB 7
06-2025
Financial Advisor
Metropolitan
03.2024 - 04.2026
Writer
Opera Mini
09.2019 - 06.2022
Senior Sales Exec and Owner
Your Car Dealer
03.2019 - 04.2023
Owner / Director
Sokhul Digital
06.2018 - Current
Sales and fragrance Specialist
COTY
03.2015 - 05.2018
Sales Team Supervisor and Client liaison
Global Digital Designs
09.2012 - 02.2015
Accounts Sales Manager
Amandlanizini Trading
08.2009 - 08.2012
Certificate - Class Of Business 3 & 7
Growth In Motion
04.2001 -
Matric - undefined
John Ross College
Bachelor of Psychology - Psychology
University of Zululand