Nolwazi Mtshali
Empangeni
Summary
Financial planning professional with strong foundation in risk management ,retirement planning, and investment strategies. Known for delivering results through collaborative team efforts, adaptable to changing needs, and reliable in high-stakes environments. Skills include financial analysis, portfolio management, and client relationship building, underpinned by strategic approach and strong ethical standards. Ready to make significant impact by aligning financial solutions with clients' long-term goals.
Overview
14
14
years of professional experience
9
9
years of post-secondary education
2
2
Languages
Work History
Financial Planner
Sanlam
11.2021 - Current
- Travelling to clients : Establish, define and agree on a relationship
- Gather client’s information
- Analyze client’s financial situation
- Recommend Possible Solutions ie.Life Insurance (Wills, Death, Disability, Dread diseases Education Planning, Retirement Planning, and Range of Investments)
- Implement Recommendations
- Review client’s financial situation
- Prospecting, cold calling and networking with business individuals and certain working class
- Capturing of business submission
- Maintaining existing business
- Meet set target goals on monthly basis for yearly target
Financial Advisor
Old Mutual (PFA)
09.2014 - 11.2021
- Assist to analyze client’s personal circumstances
- Recommend Products ie.Life Insurance (Death, Disability, Dread diseases Education Planning, Retirement Planning, and Range of Investments)
- Compile a financial plan to help achieve goals
- Re-assessing financial plan on regular basis
- Prospecting, cold calling and networking
- Capturing of business submission
- Conserve existing business
- Meet set target goals on monthly basis for yearly target
Financial Consultant (FC)
Old Mutual Finance
05.2013 - 08.2014
- Meeting set target of obtaining new clients, net cash out and consolidation Loans per week, balancing collection from old clients
- Administration of daily activities
- Marketing and presentations
- Obtain new clients from all government departments and private companies
- Offering financial education to clients
Secretary (Personal assistant)
Old Mutual (PFA)
02.2011 - 04.2012
- Preparing client needs analysis and policy quotations
- Processing client claims and attending client queries
- Opening new files
- Filling application form
- Answering Telephone on busy working environment
- Sending and Receiving e-mails and Faxing
- Arranging team meetings
- Arrange bookings for accommodations and Transport
- Helping client to submit SARS returns through E-filling
- Processing new business online and Revival of policies
Education
Higher Certificate in Financial PlanningNQFLevel5
Milpark Education
Online 04.2001 -
First Level Regulatory Examination: Representative
Moonstone
Online06-2017
Diploma - Public Management
ICESA CITY CAMPUS
Durban02-2011
Grade 12 -
DRAKENSBERG SECONDARY SCHOOL
Skills
Sales acumen
Leadership qualities
Insurance planning
Client relationship development
Wealth management
Customer service
Time management
Critical thinking
Analytical thinking
Salesforce
Personal Information
- ID Number: 9002250836084
- Health Status: Excellent
- Criminal Record: None
- Gender: Female
- Nationality: South Africa
- Driving License: Code 8 valid driver’s license
Timeline
Financial Planner
Sanlam
11.2021 - Current
Financial Advisor
Old Mutual (PFA)
09.2014 - 11.2021
Financial Consultant (FC)
Old Mutual Finance
05.2013 - 08.2014
Secretary (Personal assistant)
Old Mutual (PFA)
02.2011 - 04.2012
Higher Certificate in Financial PlanningNQFLevel5
Milpark Education
04.2001 -
First Level Regulatory Examination: Representative
Moonstone
Diploma - Public Management
ICESA CITY CAMPUS
Grade 12 -
DRAKENSBERG SECONDARY SCHOOL
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