Experienced Sales Professional with proven history of working in the insurance industry. Highly skilled in Sales Prospecting,Telecommunication, Business relationship management, analytic skills, Microsoft Excel, sales Skills, Management Skills.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Broker Sales Representative
Telesure Investment Holdings
Durban, Umhlanga
09.2024 - Current
Enhanced client relationships by conducting regular follow-ups and providing personalized Vehicle and property insurance.
Leveraged strong communication skills to build trust with clients and maintain high levels of retention over time.
Educated clients on various short-term insurance (vehicle and property insurance)options, empowering them to make well-informed decisions about their finances.
Achieved the required the number of daily and monthly target.
Broker Consultant
Bidvest Insurance
08.2023 - 08.2025
Conducted comprehensive market research, staying up-to-date on trends and developments within the industry.
Developed a strong referral network, leading to an increase of new clients and further business expansion.
Maintained thorough knowledge of financial products and services, ensuring informed recommendations for clients'' unique situations.
Guided clients towards suitable investments based on their risk tolerance profile.
Ensured compliance with all regulatory requirements by maintaining accurate documentation and records.
Assisted clients in reaching their financial goals through strategic planning and asset allocation.
Generated revenue growth by identifying and pursuing new business opportunities in the financial market.
Resolved any disputes or discrepancies promptly between clients and counterparties.
Participated in industry conferences and networking events to stay current on best practices.
Collaborated with colleagues to develop innovative investment solutions catering to diverse client portfolios.
Fostered trust and credibility with high net worth individuals as well as institutional investors.
Delivered detailed reports and presentations, effectively communicating complex financial concepts to clients with varying levels of expertise.
Organized regular client meetings to discuss portfolio performance, address concerns, and explore additional investment opportunities.
Arranged for inspections and surveys of sold properties.
Conducted research to answer questions and handle issues using multiple systems and resources.
Prepared contracts and related documentation according to strict standards.
Adhered to health and prescription insurance products, delivery systems, and claims systems.
Completed training programs to remain updated and further develop proficiency of important industry information.
Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
Discussed financial options with clients and provided informed suggestions.
Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Sold and achieved the required target on both Warranty and Trye Product Product
Regional Manager
Smart Life
04.2021 - 04.2022
Developed and executed successful business plans that resulted in improved market share and profitability within the region.
Established and maintained operational standards for Number locations.
Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align regional efforts with corporate goals.
Implemented cost-cutting measures across the region that led to significant savings without compromising service quality or employee satisfaction.
Secured key accounts with customized sales presentations showcasing unique value propositions tailored to prospective clients'' needs.
Led cross-functional teams to achieve project deliverables on time and within budget, resulting in improved overall performance.
Enhanced team performance by providing regular coaching, training, and performance feedback to staff members.
Regional Manager
Fullserve Financial Servises
10.2019 - 01.2020
Collaborated with executive leadership to establish long-term objectives, drive growth initiatives, and align regional efforts with corporate goals.
Led cross-functional teams to achieve project deliverables on time and within budget, resulting in improved overall performance.
Boosted regional sales by implementing targeted marketing strategies and fostering strong client relationships.
Promoted a culture of continuous improvement through ongoing process reviews, employee engagement initiatives, and open channels of communication.
Motivated regional staff to achieve ambitious sales targets by establishing a competitive incentive structure and celebrating team accomplishments.
Improved talent recruitment processes by enhancing job descriptions, streamlining interview procedures, and partnering with local educational institutions for pipeline development.
Supervised various locations, enforcing high-quality standards of operation.
Successfully managed budgets and allocated resources to maximize productivity and profitability.
Branch Manager
Fullserve Financial Services
03.2018 - 11.2019
Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
Drove cross-selling efforts by collaborating with various departments within the organization to maximize revenues from existing clients.
Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
Examined customer loan applications for loan approvals and denials.
Managed branch financials including budgeting, forecasting, and expense tracking for accurate reporting and decision-making support.
Monitored market trends to identify new business opportunities and capitalize on potential growth areas within the community or region served.
Maintained friendly and professional customer interactions.
Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
Complied with regulatory guidelines and requirements.
Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
Met deadlines by proactively managing individual and team tasks and streamlining processes.
Utilized data-driven insights to make informed decisions regarding staffing levels during peak seasons thereby maintaining smooth functioning of branch operations.
Coordinated marketing campaigns tailored towards target audience segments resulting in increased brand awareness within the local community.
Sales Agent
Hollard insurance
06.2013 - 06.2017
Delivered engaging sales presentations tailored specifically towards individual client needs, demonstrating a deep understanding of their business and industry.
Developed strong relationships with clients through excellent customer service and regular followups.
Expanded client base by diligently prospecting new leads and effectively presenting product offerings.
Increased sales revenue by consistently meeting and exceeding sales targets.
Assisted call-in customers with questions and orders.
Informed customers of promotions to increase sales productivity and volume.
Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Set and achieved company defined sales goals.
Developed and maintained strong working relationships with professionals within assigned territory.
Greeted customers and offered assistance with selecting merchandise, finding accessories and completing purchases.
Attended monthly sales meetings and quarterly sales trainings.
Built relationships with customers and community to promote long term business growth.
Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
Sales Consultant Representative
STMG
01.2012 - 12.2013
Negotiated contracts with clients, ensuring mutually beneficial terms for both parties involved.
Conducted product demonstrations for potential clients, leading to increased product awareness and sales conversions.
Leveraged social media platforms to promote products and engage with potential customers, resulting in higher brand visibility online.
Enhanced customer satisfaction by providing personalized product recommendations based on their needs and preferences.
Worked closely with marketing teams to align sales initiatives and promotional materials to maximize overall results.
Increased sales revenue by implementing effective sales strategies and building strong client relationships.
Mentored junior sales representatives, sharing best practices and providing guidance for professional growth.
Participated in weekly meetings with management to report on sales progress, discuss strategies for improvement, or highlight successes achieved during the period.
Listened to customer needs and desires to identify and recommend optimal products.
Engaged in friendly conversation with customer to better uncover individual needs.
Collaborated with team members to achieve monthly and quarterly sales targets consistently.
Developed a deep understanding of industry trends and competitor offerings to provide effective solutions for clients'' unique challenges.
Sales Consultant
Clientelle Life
01.2013 - 11.2013
Developed long-lasting client relationships by consistently exceeding expectations with exceptional service.
Maximized customer retention by resolving issues quickly.
Implemented up-selling strategies, encompassing recommendation of accessories and complementary purchases.
Strengthened brand reputation by delivering superior customer experiences that fostered loyalty and repeat business.
Increased referral business by establishing a strong rapport with existing clients, leading to positive word-of-mouth recommendations and an expanded customer base.
Followed up with existing customers to provide additional support and address concerns.
Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
Exceeded quota expectations consistently through diligent prospecting efforts and effective pipeline management techniques.
Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
Streamlined sales processes to improve efficiency, leading to quicker deal closings and increased productivity.
Achieved top performance by strategically adapting to rapidly changing, competitive environment.
Responded to telephone and in-person requests for information.
Stayed knowledgeable on latest Product or Service innovations and technological advancements through continuous training.