PALESA BILLY
Branch Consultant/ Financial Advisor
Kroonstad,FS
Summary
Experienced professional with certificates in Human Resources Management, Wealth Management, and Business Management from Flavius Mareka FET College, Business Seta, and Trainsure Academy. Over seven years of diverse experience in roles such as Human Resources Administrator, Payroll Administrator Intern, Financial Advisor, and Branch Consultant. Proficient in Administration, Change Management, and People Management. Committed to delivering exceptional results and continuously refining skills. A self-starter, bold, self-motivated, dynamic, and goal-oriented individual dedicated to uplifting and empowering others.
Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies.
Overview
9
9
years of professional experience
3
3
Certifications
3
3
Languages
Work History
Branch Consultant /Senior Financial Advisor
ASSUPOL LIFE
01.2024 - Current
- Serving all walk-in customers end to end and ensure customer satisfaction.
- assist face to face with end-to-end policy administration.
- Registering death claims and cash back, refunds and Investment claims.
- Data capture new business for various portfolios.
- Updating daily starts of Walking clients and provide weekly / monthly reports.
- Listened to individual complaints with open mind and asked detailed questions to understand issues.
- Kept detailed records of customer interactions for future reference.
- Responded to live chat rooms to answer and resolve customer queries, elevating customer satisfaction with immediate support.
- Remained updated on company offerings through regular product research.
- Handled high-volume telephone calls to address and resolve customer queries.
- Provided information on after-sales services for comprehensive support.
- Kept organized calendar and set up new appointments for field personnel resolving issues.
- Processed refunds, exchanges and service requests for customers.
- Coordinated referrals and escalations to obtain specialized support.
- Tracked trending issues and prepared reports for supervisory team to address repeated concerns.
Sales Representative
Assupol Life
07.2018 - Current
- Selling and up-selling Assupol Products, Risk policies (Funeral and Life Cover), Savings Plans, Retirement Plans, Accidental Plans, Preservation Funds, Financial Assessment.
- Conduct full Financial Need Analysis, Advise clients as per Financial Need Analysis, Sales Execution,
- Follow and execute sales leads, Cold calling.
- Generate own leads, Relationship Management, Customer Centricity,
- Adhering to TCF Principles, engage with the customers min a professional way, ensure customers’ needs and expectations are understood, Compliance with FAIS Legislation.
Administrator - Intern
Aberdare Cables
01.2017 - 12.2017
- Planning, Generate and create schedule work orders (Breakdown, Reactive and P.P.M) on ONKEY 5 system
- Printing of schedules (planned) work orders and Distributing them accordingly,.
- Organizing, Generate and print Daily, Weekly and monthly breakdown Reports, Generate and print Reports ( Artisan Utilization and Weekly Reports (KPI Report), Generate and print Weekly, Monthly and Yearly Schedule Attainment Graphs.
- Capturing, Loading Requisitions onto METASTORM for procurement Team, Updating the Weekly 52 Year Plan graph and Wire Path Graph Every Week, Data capturing,
- Updating the mini business boards for UPTIME, Speed and Daily Comebacks, Supporting, support other staff in achieving of business objectives,
- Filling and assist with general office duties and training when Needed
- Coordinated communications between various departments to schedule meetings and keep company informed on critical matters.
- Oversaw day-to-day office operations such as organizing correspondence, managing incoming calls and creating business records.
- Kept office operations running smoothly and efficiently by implementing procedure and policy improvements.
- Managed client correspondence, order tracking and data communications.
- Operated and maintained various office machinery such as printers, fax machines and photocopiers to keep office running smoothly.
Human Resource Administrator and Payroll Administrator – Intern
Ekurhuleni Metropolitan Municipality
03.2016 - 12.2016
- Evaluated existing practices and shared insights with management to aide in decision-making and help streamline processes.
- Composed surveys to obtain feedback from consumers.
- Collaborated with management and team members on end-to-end project needs, organising materials, facilitating communication and proofreading work.
- Provided support to employees with various HR-related issues and liaised with heads of department to find resolutions.
- Updated employee databases when requested, updating items such as sick pay, maternity and holiday.
- Handled employee documentation, including contracts, recruitment paperwork and starter packs.
- Evaluated and processed expense forms, flagging suspicious activity to review by HR managers.
- Created and prepared documents such as contracts, new hire guides and company manuals.
- Managed the hiring processes within the company, dealing with matters including writing adverts, reviewing CVs, interviewing and selecting candidates.
- Supported senior leadership by capturing big picture data for project status updates, benefits analysis and corrective action planning.
- Created succession plans and promotion paths for staff, promoting retention and leadership continuity.
- Held company-wide town hall meetings to convey updates and maintain open lines of communication with employees.
- Designed and implemented health and safety programmes.
- Worked with legal team on policy issues, compliance concerns, grievances and employee complaints.
- Determined HR department budget and controlled expenditures for optimum resource allocation.
- Devised employee relations initiatives and morale-building strategies to maintain high job satisfaction among workers.
- Influenced supply chain management decisions, advising on procurement, logistics and record-keeping.
- Prepared status reports for management, including financial, budgets and expense reports.
Education
Certificate in Wealth Management 120 FAIS Credits - Long term insurance
Trainsure Academy
Certificate in Business Administration 143 Credits - Business Administration
Business Seta
N6: Human Resources Management - Human Resources Managment
Flavius Mareka FET College
Class of Business
Growth in Motion
Regulatory Exam-All Categories For Representatives
Moonstone
Gauteng 04.2001 -
Customer Care
B2B Business Group
01-2016
Skills
Skilled in Word, PowerPoint, Excel, and Outlook
Effective Administrative and Human Resource Management skills
Ability to conduct research and write a report
Collaborative, innovative and strong analytical skills
Excellent organizational, administrative, planning, and co-ordination skills
Can communicate effectively with all relevant and identified stakeholders
Results driven, planning and organizational skills
Can engage proactively with assigned senior
Able to take accountability for my work and deliver required actions for business objectives
Good interpersonal and time management skills
Strong Leadership Potential and able to demonstrate drive, ambition, and passion for challenging work
Time management, Organizational and planning skills
Great team player and can work well independently
Administrative support
Report generation
Customer relations
Customer Service
Calm under pressure
Personal Information
Nationality: South African
Hobbies and Interests
I enjoy being involved in community outreach, cultivation projects that afford me the opportunity to make an impact on society. I enjoy going on a new outdoor adventure as well as fitness training, I also take joy in forming part of the preparations team at my church which has taught me a lot on what it takes to coordinate and organize events and gatherings.
Volunteer Experience
- During the 2020 Covid-19 lockdown period: (In my spare time)
- I volunteered to assist by tutoring grade 12 learners in my local high school.
- I was empowering other students from University as well by volunteering and tutoring them thus adding value and quality to the community and education development.
- I was assisting in screening people in my community and asking them questions for possible Covid-19 symptoms.
Certification
Human Resouces Management N4,N5,N6.
Interests
Cooking
Reading
Custom Section
Divers Licence - Code C1
Languages
English
Sesotho
Afrikaans
Isizulu
Software
SAP
ONKEY
AIMS
VIP
SAGE
Timeline
Branch Consultant /Senior Financial Advisor
ASSUPOL LIFE
01.2024 - Current
Sales Representative
Assupol Life
07.2018 - Current
Administrator - Intern
Aberdare Cables
01.2017 - 12.2017
Human Resource Administrator and Payroll Administrator – Intern
Ekurhuleni Metropolitan Municipality
03.2016 - 12.2016
Regulatory Exam-All Categories For Representatives
Moonstone
04.2001 -
Certificate in Wealth Management 120 FAIS Credits - Long term insurance
Trainsure Academy
Certificate in Business Administration 143 Credits - Business Administration
Business Seta
N6: Human Resources Management - Human Resources Managment
Flavius Mareka FET College
Class of Business
Growth in Motion
Customer Care
B2B Business Group