Summary
Overview
Work History
Education
Skills
Certification
Additional Information
EXPERTISE
References
Timeline
Generic

Rejoice Bodibe

Personal Financial Advisor
Kempton Park

Summary

Professional financial advisor with solid foundation in investment strategies, retirement planning, and risk management. Proven expertise in guiding clients towards achieving financial goals through tailored advice and strategic planning. Strong emphasis on team collaboration and adaptability to meet changing client needs. Known for integrity, analytical skills, and client-focused approach.

Overview

14
14
years of professional experience
6
6
Certifications
4
4
Languages

Work History

Personal Financial Advisor

Old Mutual
Johannesburg
09.2023 - Current
  • Provided support during market fluctuations by offering reassurance and guidance based on sound financial principles.
  • Monitored changes in legislation that could affect clients' financial situations, such as tax laws or government benefit programs.
  • Identified potential tax-saving opportunities for clients based on their unique circumstances.
  • Reviewed credit reports with clients to identify areas for improvement and provide advice on debt management strategies.

In-house Financial Adviser

Old Mutual
Johannesburg
01.2018 - 08.2023
  • Maintained strict confidentiality of all client information in compliance with industry regulations.
  • Utilized advanced software programs to generate projections of future portfolio performance based on various scenarios.
  • Educated clients on investment options and risk management strategies to help them make informed decisions.
  • Collaborated with other professionals, such as tax advisors and attorneys, to ensure holistic approach to client's financial planning needs.

Receptionist

Marima Optometrist
Johannesburg
01.2015 - 01.2016
  • Handling customer queries
  • Greeting customers, answering questions, and obtaining preliminary patient histories
  • Performing administrative duties, such as keeping records, scheduling appointments, filing insurance claims, performing bookkeeping, and managing inventory
  • Preparing patients for vision examinations, such as administering eye drops and seating patients at eye-testing machines
  • Assisting with vision examinations, such as performing depth and color perception tests and taking visual acuity measurements
  • Assisting customers with frame selections
  • Working with patients in vision therapy, and educating patients on the proper eye and contact lens care
  • Adjusting and repairing frames, and modifying contact lenses

Field Financial Adviser

Old Mutual
Johannesburg
01.2012 - 01.2014
  • Handling customer queries
  • Company product knowledge
  • Servicing clients with policies and collection
  • Excellent communication and customer service
  • The ability to network and establish relationships with clients
  • Resolving customer's queries
  • Follow ups on outstanding payouts
  • Selling company product and services

Education

Financial Product - Financial product

Mill Park College

High School Diploma -

PT Xulu High
Johannesburg
12.2007

Regulatory Examination RE5 -

Mill Park College
Johannesburg

Skills

  • Customer service

  • Quality customer service

  • Sales & marketing

  • Time Management

  • Attention to detail

  • Excellent presentation

  • Innovative

  • Greeting customers

  • Networking

  • Selling company products and services

  • Planning & organising

  • Report writing

Certification

1.4-Long Term Insurance Sub Category C

Additional Information

Driver's license: Code 10 C1

EXPERTISE

  • Optometrist Reception, Handling customer queries, Greeting customers, answering questions, and obtaining preliminary patient histories, Performing administrative duties, such as keeping records, scheduling appointments, filing insurance claims, performing bookkeeping, and managing inventory, Preparing patients for vision examinations, such as administering eye drops and seating patients at eye-testing machines, Assisting with vision examinations, such as performing depth and color perception tests and taking visual acuity measurements, Assisting customers with frame selections, Working with patients in vision therapy, and educating patients on the proper eye and contact lens care, Adjusting and repairing frames, and modifying contact lenses
  • Financial Adviser, Handling customer queries, Company product knowledge, Servicing clients with policies and collection, Excellent communication and customer service, The ability to network and establish relationships with clients, Resolving customer's queries, Follow ups on outstanding payouts, Selling company product and services, Multitasking, Networking, Persuasive, Planning & organising, Problem solving, Quality customer service, Report writing, Research, Sales & marketing, Team player, Telephonic etiquette, Time Management

References

  • Doreen, Moreane, Manager at Old Mutual Finance, +2782 0712599, Old Mutual Finance
  • Rapuleng, Marima, Marima Optometrist, +27370 3820, Marima Optometrist
  • Fridah, Ncogwane, +2783 777 7129
  • Mfana, Msibi, Field Manager at Old Mutual, +2773 298 2018, Old Mutual

Timeline

1.4-Long Term Insurance Sub Category C

09-2023

1.22-Long Term Insurance Sub Category B1-A

09-2023

Personal Financial Advisor

Old Mutual
09.2023 - Current

In-house Financial Adviser

Old Mutual
01.2018 - 08.2023

Receptionist

Marima Optometrist
01.2015 - 01.2016

1.14-Particparory Interest In A Collective Investment Scheme

07-2014

Field Financial Adviser

Old Mutual
01.2012 - 01.2014

1.3-Long Term Insurance Sub Category B1

11-2011

1.20-Long Term Insurance Sub Category B2

11-2011

1.5-Ratail Pension Benefits

11-2011

Financial Product - Financial product

Mill Park College

High School Diploma -

PT Xulu High

Regulatory Examination RE5 -

Mill Park College
Rejoice BodibePersonal Financial Advisor