Summary
Overview
Work History
Education
Skills
Software
Timeline
Generic
Sekgopo Duncan Seleise

Sekgopo Duncan Seleise

Financial Advisor
Midrand

Summary

Dynamic Financial Advisor with a proven track record at Momentum Metropolitan, excelling in client relations and insurance planning. Leveraged problem-solving skills to develop tailored financial strategies, boosting client satisfaction and loyalty. Achieved significant sales growth at CredicoSA through expert knowledge and customer service.

Overview

1
1
year of professional experience
5
5
Languages

Work History

Financial Advisor

Momentum Metropolitan
Midrand
02.2024 - 12.2024
  • 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 insurance planning services, ensuring clients maintain their desired lifestyle even in cases of uncertainty.
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Built an endurance to dial 100plus cold leads.

Sales Agent

Credico SA
Johannesburg
10.2023 - 01.2024
  • Customer Assistance: Provided exceptional support to in-store call-in customers by addressing inquiries, resolving concerns, and processing orders efficiently.
  • Sales Growth: Consistently achieved and exceeded sales targets, contributing to increased revenue and company success.
  • Product Expertise: Enhanced product knowledge through ongoing training and professional development, enabling more effective customer guidance and sales strategies.
  • Prospecting & Outreach: Successfully cold-approached 120+ prospects daily, demonstrating resilience, adaptability, and strong communication skills.
  • Sales Process Mastery: Gained comprehensive knowledge of the sales lifecycle, including lead qualification, and closing techniques.

Education

No Degree -

Ponelopele Oracle Secondary
Midrand, South Africa
12.2022 -

Skills

Salesmanship and negotiation

Client relations

Problem-solving

Insurance decisions

Insurance planning

Software

Word

Excel

Powerpoint

Timeline

Financial Advisor

Momentum Metropolitan
02.2024 - 12.2024

Sales Agent

Credico SA
10.2023 - 01.2024

No Degree -

Ponelopele Oracle Secondary
12.2022 -
Sekgopo Duncan SeleiseFinancial Advisor