Precious MOKOENA
Financial Advisor
Mpumalanga
Summary
Adept Financial Advisor with a proven track record at Old Mutual, specializing in retirement planning and investment advice. Leveraged sales expertise and exceptional relationship-building skills to enhance clients' financial portfolios. Achieved client goals through personalized financial strategies, demonstrating a deep understanding of tax laws and investment products.
Overview
2
2
years of professional experience
Work History
Financial Advisor
Old Mutual
11.2023 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Restaurant Hostess
McDonald’s
12.2022 - 08.2023
- Took reservations and to-go orders by phone, answered customer questions, and informed of accurate wait times.
- Demonstrated strong multitasking skills by handling telephone inquiries while attending to in-person guest needs seamlessly.
- Checked in with servers to confirm preparedness before seating customers.
- Provided exceptional service through friendly interactions with customers, answering questions and addressing concerns.
Education
High School Diploma - Science
Mzimba High School
Mpumalanga 12.2018
Skills
Sales expertise
Timeline
Financial Advisor
Old Mutual
11.2023 - Current
Restaurant Hostess
McDonald’s
12.2022 - 08.2023
High School Diploma - Science
Mzimba High School
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