Results-driven Financial Planner with over 12 years of experience in sales, specialising in client financial goal identification and tailored advice on estate administration and life cover. Cultivates strong client relationships through proactive communication and collaboration, consistently delivering high-quality service and achieving tangible outcomes.
Overview
15
15
years of professional experience
Work History
Financial Planner
SureX insurance
Bloemfontein, South Africa
02.2026 - Current
Exceeded customer expectations in delivery of business strategy advice with personal care and attention to detail.
Identified client financial goals and risk tolerance to recommend tailored service products.
Provided comprehensive advice on estate administration, family benefits, and life cover to public sector clients.
Resolved client queries and concerns promptly, demonstrating a commitment to exceptional customer service.
Developed and deepened relationships with new and existing clients.
Developed and maintained strong relationships with clients through regular, meaningful communication, building trust and loyalty.
Consulted with clients to assess and meet long-term financial goals.
Counselled clients on financial matters, recommending investment opportunities and products based on individual needs and asset availability.
Assisted clients in setting realistic financial goals and developed actionable plans to achieve those goals.
Business Manager
Estee Lauder Companies
Bloemfontein, South Africa
07.2023 - 01.2026
Monitored staff performance and developed targeted improvement plans to elevate team effectiveness.
Oversaw daily operations, maintaining strict adherence to quality standards and regulatory compliance.
Built and maintained strong relationships with key clients and stakeholders to secure repeat business.
Facilitated regular team meetings to assess progress, resolve issues, and ensure alignment on objectives.
Cultivated a customer-centric approach, leading to improved customer satisfaction and loyalty.
Oversaw recruitment, training, and development of staff to foster a high-performing team environment.
Directed sales strategies, setting targets and motivating the sales team to exceed expectations.
Monitored and reported on key performance indicators to senior management, making recommendations for improvements.
Coordinated logistics and supply chain operations to ensure timely delivery of products and services.
Recruited and hired staff for organisational vacancies and enforced consistent policies across the workforce.
Implemented process improvements that streamlined operations and fostered a culture of continuous enhancement.
Area Retail Sales Manager
Revlon | Elizaberth Arden SA
Free State & Northern Cape, South Africa
01.2022 - 06.2023
Enhanced product marketability through targeted sales and marketing strategies, contributing to profit growth.
Monitored competitor activity, adapting strategies to maintain competitive advantage and market leadership.
Managed and motivated a team of 50+ sales associates, fostering a culture of high performance and customer excellence.
Analysed strengths and weaknesses of current strategies, adjusting approaches to sustain sales trajectory.
Conducted market research to identify potential new locations for store expansion, supporting strategic growth objectives.
Implemented rigorous performance metrics to evaluate and improve sales team productivity and effectiveness.
Addressed customer complaints with empathy and efficiency, turning dissatisfied buyers into brand advocates.
Analysed market trends and customer needs to inform product development and positioning.
Oversaw after-sales support services, ensuring high levels of customer satisfaction and repeat business.
Facilitated regular team meetings to discuss targets, strategies, and address any issues impacting sales performance.
Optimised sales methods to effectively acquire, develop, and retain customers.
Built new business partnerships to drive customer acquisition and generate revenue.
Acted as the primary point of contact for key accounts, building strong relationships and ensuring customer loyalty.
Travel Skincare Specialist
Dischem Pharmacy
Free State & Northern Cape, South Africa
03.2022 - 12.2022
Maintained high standards of clinic cleanliness by cleaning work surfaces, lasers and equipment between each client.
Delivered personalised beauty services and treatments based on client requests.
Managed appointments and maintained client records with utmost confidentiality and professionalism.
Addressed and resolved customer complaints with empathy and professionalism, ensuring satisfaction.
Setting up appointments and documenting communications in call logbook for tracking and accountability purposes.
Maintained strict hygiene and sterilisation protocols to ensure a safe environment for all treatments.
Tracked latest beauty products, treatments and market trends to give customers optimum service.
Contributed to the clinic's online presence by creating content on aesthetic treatments, educating the public and promoting services.
Performed gentle extractions to clear clogged pores and reduce the likelihood of acne breakouts.
Kept abreast of the latest industry trends and advancements in skincare technology to provide cutting-edge services.
Resolved customer complaints with professionalism for positive outcomes.
Tailored skincare regimes for clients, leveraging clinical-grade products to enhance treatment outcomes and maintain skin health.
Roaming Beauty Advisor
Elizaberth Arden SA
Bloemfontein, South Africa
03.2021 - 03.2022
Used excellent upselling and cross-selling techniques to sell add ons, such as lotions, serums and primers, to increase customer order value.
Assisted clients in selecting suitable beauty products for purchase, boosting retail sales.
Developed and maintained strong relationships with clients, resulting in repeat business and enhanced loyalty.
Shared new products and promotions with customer to encourage sales.
Met sales targets through proactive promotion and excellent customer service.
Maintained extensive knowledge of beauty range to provide specifications, prices and availability to customers when needed.