NOKUTHULA MBUTHUMA
Client Care Advisor
Johannesburg
Summary
Professional advisor with strong focus on achieving results and fostering team collaboration. Skilled in strategic planning, problem-solving, and client relationship management. Known for adaptability and reliability in dynamic environments. Prepared to deliver impactful solutions and drive success in any advisory role.
Overview
9
9
years of professional experience
4
4
Languages
Work History
Client Care Inbound Adviser
OUTsurance
Centurion
03.2023 - Current
- Working closely with internal stakeholders that is, underwriting/actuarial, claims as well as surveying.
- Adhering to all quality standards and measures in place.
- Proactively strive to achieve personal financial targets through effective planning, time management, diligence and appropriate stress management.
- Present information-sharing sessions on financial planning topics to engage new business and enhance the knowledge of potential .
Sales Agent
Affinity Health
Benoni
04.2021 - 03.2023
- Being able to prospect for new clients through networking, Cold calling.
- Developed and maintained strong client relationships to enhance customer satisfaction and loyalty.
- Conducted thorough market research to identify potential leads and expand client base.
- Delivered persuasive presentations on health plans, effectively addressing client needs and concerns.
- Trained new sales agents on product knowledge, sales techniques, and compliance standards.
- Implemented CRM systems for tracking client interactions, improving follow-up efficiency and accuracy.
- Developed strong relationships with clients through excellent customer service and regular followups.
- Assisted call-in customers with questions and orders.
Meeting Coordinator
Future Trust and Wills
Bedfordview
10.2019 - 04.2021
- Planning and Scheduling by Determining the purpose of the meeting, identify participants, and schedule a suitable time and location. This may involve coordinating with different time zones.
- Agenda Preparation by creating a detailed agenda outlining the topics to be discussed, the objectives of the meeting, and the time allocated for each item.
- Invitations and Communication by Sending out meeting invitations to participants, including all necessary details such as date, time, location (or virtual meeting link), and agenda. Ensure clear and timely communication.
Financial Adviser
Metropolitan Life Insurance
Johannesburg
03.2017 - 01.2019
- Advised customers on product selections, enhancing satisfaction and driving sales performance.
- Developed comprehensive product knowledge to effectively communicate features and benefits to clients.
- Trained new sales team members on best practices for customer engagement and service excellence.
- Increased sales by establishing rapport with customers and identifying their needs.
- Increased sales by offering advice on purchases and promoting additional products.
- Handled difficult situations professionally by addressing customer complaints and finding mutually beneficial solutions, preserving long-term relationships.
Education
National Senior Certificate -
Jiyana Secondary School
Johannesburg NQF4 Short Term Insurance Certificate -
INSETA
JOHANNESBURG Regulatory Examination
Moonstone
01.2018
Skills
- A passion for providing an exceptional customer experience
- Exceptional English communication skill
- The drive to excel
- Adaptability and willingness to learn
- Confidence and a positive attitude
- Collaboration and inclusiveness
- Self-management and results driven
- Objection Handling
Time management
Analytical thinking
Written communication
Relationship building
Problem-solving
Conflict resolution
Client engagement
Compliance requirements
Customer service
Active listening
Product knowledge
Risk assessment
Sales strategy
COURSES
Wealth Management NQF5
QUALITIES
- Competitive
- Resilience
- Punctual
- Team player
INTERNSHIP
Harambee Youth Employment Accelerator, Johannesburg
Timeline
Client Care Inbound Adviser
OUTsurance
03.2023 - Current
Sales Agent
Affinity Health
04.2021 - 03.2023
Meeting Coordinator
Future Trust and Wills
10.2019 - 04.2021
Financial Adviser
Metropolitan Life Insurance
03.2017 - 01.2019
Regulatory Examination
Moonstone
National Senior Certificate -
Jiyana Secondary School
NQF4 Short Term Insurance Certificate -
INSETA