Phumeza Stafa
Financial Advisor
Pretoria Central
Summary
Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.
Overview
5
5
years of professional experience
4
4
Certifications
Work History
Financial Advisor
Liberty Life Insurance
04.2023 - 08.2024
- Conducting in-depth reviews of client’s financial circumstances, current provision and future aims
- Designing financial strategies
- Reviewing and responding to client’s changing needs and financial circumstances.
- Promoting and selling financial products to meet given or negotiated sales targets.
- Proactively identify and pursue new business opportunities to expand the client base.
Consultant
Sanlam Sky
04.2022 - 02.2023
- Establish and define professional relationship with clients
- Qualify and target clients in the relevant market segment to establish a strong client base
- Conduct a financial needs analysis with the client to establish their future goals and needs.
- Identify and convincingly market suitable products to the clients that satisfy the clients’ needs. Close the sale and comply with the relevant compliance and legislation.
- Keep abreast of new developments in the industry and market trends.
- Develop relationships with clients by reviewing at regular intervals.
- Comply with the Mission Statement and Objectives of the company.
Student
Ditsong Museum of South Africa
08.2019 - 11.2020
- Compiling monthly Statistics
- Answering and Making phone calls as requested
- Assisting with preparation of events
- Giving guided tours
- Assisting in arranging meetings and taking minutes
- Presentation of educational and public programmes
- Presentation of Outreach Programs
- Assisting in compiling monthly report
- Booking of flights
- Duration: Fifteen Months
Trainee at Housekeeping Department
Sheraton Hotel
04.2019 - 08.2019
- Work on the rooms doing beds and cleaning bathrooms
- Work in laundry room ironing sheets and pillowcases
- Folding towels and Pillowcases
- Taking dirty linen to and out of machine
- Work on Public area cleaning toilets and showers
- Work on room service taking orders to guests
- Work on Tiffin’s bar serving guest
- Work on Magnolia and Via Serving guests
Education
Diploma - Tourism Management
Ikhala TVET College-Queen Nonesi Campus
01.2018
National Senior Certificate - undefined
Sabata Senior Secondary Schools
12.2013
Skills
- Communication
- Risk Management
- Active Listening
- Financial Planning
- Attention to Detail
- Computer Literate
- Time Management Skill
- Custom Relationship Management
- Investment Knowledge
Certification
National Senior Certificate
References
Sibusiso, Educational Officer, 073 472 9295, Sheraton Hotel
Timeline
Financial Advisor
Liberty Life Insurance
04.2023 - 08.2024
Consultant
Sanlam Sky
04.2022 - 02.2023
Student
Ditsong Museum of South Africa
08.2019 - 11.2020
Trainee at Housekeeping Department
Sheraton Hotel
04.2019 - 08.2019
National Senior Certificate - undefined
Sabata Senior Secondary Schools
Diploma - Tourism Management
Ikhala TVET College-Queen Nonesi Campus
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