Nonkululeko Ndlangisa
Financial Advisor
Verulam
Summary
Licensed Financial Advisor with 7+ years specializing in the financial sector by enhancing client portfolios through comprehensive planning. Investment management, risk mitigation, and behavioral coaching, which includes budgeting, are part of the skills I have acquired over the years. Championed the culture of compliance and risk management.
Overview
12
12
years of professional experience
Work History
Instore Financial Advisor
Dischemlife
Musgrave, South Africa
06.2025 - Current
- Supported customers with in-store sign-ups for life, funeral, disability, and critical illness insurance. Identified client needs through thorough information collection to recommend personalized solutions. Established lasting relationships by ensuring high standards of service quality.
Financial Advisor
SANLAM
Umhlanga, South Africa
09.2023 - 05.2025
- Facilitated prospecting of new clients by delivering customized policy guidance for financial growth. Enhanced existing portfolios through targeted advice tailored to individual circumstances. Implemented strategies for replacing policies, achieving reductions in monthly premiums and better benefits. Collaborated with clients to ensure alignment of policies with financial objectives.
- portfolio encompasses life policies, funeral plans, retirement annuities, and various investments.
- Developed personalized financial plans for clients, enhancing investment strategies and client satisfaction.
- Conducted comprehensive risk assessments, ensuring compliance with regulatory standards and improving accuracy.
- Collaborated with cross-functional teams to streamline financial reporting processes, driving efficiency in operations.
Consultant for Debt review
Pioneer Debt Solutions
Durban, South Africa
10.2021 - 01.2023
- supporting overindebted clients through reduction of monthly payments into manageable amounts and providing budgeting education.
- Developed comprehensive debt management strategies, enhancing client financial stability and compliance.
- Conducted thorough financial assessments to identify optimal debt solutions for clients' needs.
- Facilitated client consultations, delivering tailored guidance and support throughout the debt review process.
- Monitored industry trends to inform strategic recommendations, improving client engagement and satisfaction.
Financial Advisor (callcenter) – Inbound
Telesure Investment Holdings (1Life)
08.2018 - 09.2021
- Selling life, disability and dread disease cover to clients who request quotes on different media channels, by calling, giving them advice and providing intermediary services.
Retentions Consultant
WNS (Telkom Retentions)
02.2017 - 07.2018
- Dealing with fixed line cancellation and retaining clients by calling them offering alternative packages, providing new lines or reinstatement if already canceled, also assisting with upgrades and downgrades on ADSL and Fiber packages.
Customer care consultant- Inbound
Merchants SA (Cell C)
11.2014 - 02.2017
- Handled incoming calls from prepaid customers, addressing inquiries and resolving issues.
- Executed Sim swaps, facilitated data purchases, blacklisted stolen phones, escalated complex cases to back office, and assisted with prepaid voucher transactions.
Education
National Senior Certificate - Grade 12
Gamalakhe Commercial High
Port Shepstone, South Africa12-2005
Wealth Management - Wealth Management NQF Level 5
Sanlam Academy
Umhlanga, South Africa 04.2001 -
Skills
Investment portfolio management
Financial advising
Client relationship management
Client engagement
Investment advice
Wealth management
Financial planning
Retirement planning
Financial assessment
Risk analysis
Regulatory adherence
Budget management
Insurance solutions
Sales support
Accomplishments
Won Certificate of Achievement at Sanlam for Highest score for November 2024
Timeline
Instore Financial Advisor
Dischemlife
06.2025 - Current
Financial Advisor
SANLAM
09.2023 - 05.2025
Consultant for Debt review
Pioneer Debt Solutions
10.2021 - 01.2023
Financial Advisor (callcenter) – Inbound
Telesure Investment Holdings (1Life)
08.2018 - 09.2021
Retentions Consultant
WNS (Telkom Retentions)
02.2017 - 07.2018
Customer care consultant- Inbound
Merchants SA (Cell C)
11.2014 - 02.2017
Wealth Management - Wealth Management NQF Level 5
Sanlam Academy
04.2001 -
National Senior Certificate - Grade 12
Gamalakhe Commercial High