Palesa Phiri

Personal Financial Advisor accredited to advise and service clients on financial and long term insurance products.

1.Client Relationship Management

•Build and maintain strong, long-term relationships with clients by understanding their financial goals, needs, and preferences.

•Conduct regular meetings with clients to review their financial situations, update them on portfolio performance, and adjust plans as necessary.

2.Product Knowledge and Recommendations

•Accredited to advise on Life Insurance, dread disease , disability cover and Investment.

3.Compliance and Regulatory Adherence

•Ensure all financial advice and transactions comply with relevant laws, regulations, and industry standard.

4.Sales and Business Development

•Identify and pursue new business opportunities by networking, prospecting, and building a client base.

•Recognised in the top 2 as the best networker by management.

•Recognised and awarded for achieving a total of 31 sales and R19 494 premium .

5.Ongoing Professional Development

•Continuously update knowledge and skills through industry courses, certifications, and training to stay current with financial planning best practices and regulatory changes.

1.Policy Administration: Assist in the preparation, issuance, and maintenance of short-term insurance policies, ensuring all documentation is accurate and up-to-date.

2.Claims Processing: Support the claims department by helping

to process claims, including collecting necessary documentation, communicating with clients, and following up on outstanding issues.

3.Customer Service: Provide support to clients by answering inquiries, resolving issues, and explaining policy details. Assist in managing client accounts and ensuring customer satisfaction. My clients rated me 5 star for best and fast customer service.

4.Underwriting Support: Assist underwriters in evaluating risks, reviewing applications, and determining appropriate coverage levels for clients.

5.Compliance: Ensure all activities are in compliance with company policies, industry regulations, and legal requirements.

6.Learning and Development: Engage in continuous learning to understand the fundamentals of short-term insurance, including product knowledge, industry regulations, and company procedures.