Word
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
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 -
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