Nelly Hlatshwayo
Fourways
Summary
Dynamic insurance professional with a proven track record at OUTsurance.
Insurance professional equipped to drive client success and foster long-term relationships. Skilled in policy analysis, risk assessment, customer service and fluent in five official languages, fostering effective communication and collaboration with potential clients. Strong focus on team collaboration and adaptability to meet evolving client needs. Known for effective communication and achieving sales targets through strategic planning and client engagement.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Insurance Sales Advisor
OUTsurance
06.2022 - Current
- Developed tailored insurance solutions to meet client needs and enhance satisfaction.
- Conducted comprehensive policy reviews to ensure compliance and accuracy in coverage options.
- Identified opportunities for cross-selling additional products, increasing overall client retention rates.
- Educated clients on policy benefits, effectively communicating complex concepts in an understandable manner.
Commercial Insurance Broker
OUTsurance
07.2021 - 08.2022
- Negotiated comprehensive commercial insurance policies tailored to client needs.
- Analyzed risk exposure and recommended appropriate coverage solutions for diverse industries.
- Developed strong client relationships through effective communication and exceptional service delivery.
- Going door to door approaching businesses, cold calling for appointments to offer comprehensive insurance.
- Prepared detailed quotes and proposals, ensuring accuracy and compliance with regulatory requirements.
Sales Advisor
1life
09.2016 - 07.2022
- Guided customers in selecting appropriate products to meet their needs.
- Provided exceptional customer service to enhance overall shopping experience.
- Trained new staff on product knowledge and sales techniques.
- Conducted needs analysis and guided clients in percentage splits on their beneficiaries.
- Cold calling when necessary.
Sales Team Leader
O'keeffe & Swartz
08.2012 - 11.2016
- Started as a sales advisor and worked my way up from selling various insurance need to clients, Including both short term and long term insurance.
- Became a trainer, teaching our products to new advisors, providing selling techniques and equipping with basic knowledge on interacting with clients.
- Developed training programs to enhance team performance and product knowledge.
- Analyzed market trends to identify growth opportunities and adjust sales strategies accordingly.
- Coordinated cross-departmental collaboration to streamline sales processes and improve customer satisfaction.
- Led sales team in achieving quarterly revenue targets through strategic planning and execution.
- Mentored junior sales representatives, fostering a culture of continuous improvement and professional growth.
Education
Diploma - Wealth Management (FAIS) - NQF L5
Inseta
Johannesburg, South Africa06-2018
Higher Certificate - Insurance - RE5
FPI
Roodepoort, South Africa09-2016
High School Diploma -
Witteklip Secondary School
Durban, South Africa12-2009
Skills
- Insurance policy analysis
- Risk assessment
- Client relationship management
- Cross-selling strategies
- Ability to collaborate effectively with team members
- Exceptional telephone etiquette
- Fluent in 5 Official languages
Certification
Awarded top sales advisor, 2 terms consecutively
Highest premium sold
Timeline
Insurance Sales Advisor
OUTsurance
06.2022 - Current
Commercial Insurance Broker
OUTsurance
07.2021 - 08.2022
Sales Advisor
1life
09.2016 - 07.2022
Sales Team Leader
O'keeffe & Swartz
08.2012 - 11.2016
Diploma - Wealth Management (FAIS) - NQF L5
Inseta
Higher Certificate - Insurance - RE5
FPI
High School Diploma -
Witteklip Secondary School