Summary
Overview
Work History
Education
Skills
Software
Certification
Timeline
Generic

Sibusiso Thalefo Mphuthi

Financial Advisor
Johannesburg

Summary

Proven Financial Advisor and Sales Administrator with a track record of enhancing client satisfaction and increasing revenue at Metropolitan Life Insurance. Skilled in client relationship management and report generation, I excel in strategic planning and problem-solving. My interpersonal skills ensure long-term customer loyalty and consistent sales growth.

Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.

Overview

7
7
years of professional experience
1
1
Certification
5
5
Languages

Work History

Sales Administrator

Dingwa Financial Services
Johannesburg
05.2024 - Current
  • Supported sales representatives with timely generation of accurate quotes, proposals, and contracts to close deals faster.
  • Provided exceptional administrative support for high-performing sales teams, enabling them to focus on selling and meeting revenue goals.
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues related to products and services.
  • Analyzed sales data to identify trends and areas of improvement, providing insightful reports to the sales team for strategic planning.
  • Managed a comprehensive database of customers and prospects to track opportunities, follow-ups, and account history.

Preferred Financial Advisor

Metropolitan Life Insurance
02.2023 - 04.2024
  • 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.
  • Metropolitan funeral policy, Metropolitan Life insurance,investment and savings plans,Metroplitan retirement plans.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • 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.

Sales Representative

Smollan Services
Johannesburg
09.2022 - 01.2023
  • Expanded customer base through cold calling, networking, and relationship building.
  • Cold calling Vodacom life assurance campaign funeral policy and life insurance
  • Enhanced client satisfaction by addressing concerns promptly and providing exceptional service.
  • Increased sales revenue by identifying and targeting high-potential accounts.
  • Conducted product demonstrations to educate customers on features, benefits, and competitive advantages.

Teacher's Assistant

Bojelong Primary School
11.2021 - 08.2022
  • Supported classroom activities, tutoring, and reviewing work.
  • Helped with grading assignments and tests, providing constructive feedback to students based on results.
  • Supported classroom maintenance and upkeep, organizing books, and materials.
  • Partnered with teacher to plan and implement lessons following school's curriculum, goals, and objectives.

Financial Advisor

Metropolitan Life Insurance
02.2019 - 08.2021

Telecommunications(Cold calling),Dial cold leads and create policies

Produce and maintain a high KPI,Excellent customer services, Retain existing clients and maintain remuneration of policies

  • Built strong relationships with clients through consistent communication and exceptional customer service.
  • Identified areas of improvement within existing strategies, implementing changes that led to increased revenue generation.

Sales Agent

Italk Financial Services
05.2018 - 01.2019

Cold calling offering clients cell c device contracts and retaining existing clients.

  • Increased sales revenue by consistently meeting and exceeding sales targets.
  • Enhanced product knowledge through continuous training and professional development opportunities.
  • Achieved top performer status within the company due to consistent high sales numbers.

Education

NQF 4 - Business Administration

Icollege
Johannesburg
04.2001 -

Skills

Sales support

Report generation

Client retention strategies

Sales presentations

Client relationship management

Decision-making

Product knowledge

Interpersonal skills

Multitasking Abilities

Problem-solving abilities

Software

Micro soft Excel

Microsoft word

Microsoft office

Certification

Business administration NQF 4

Timeline

Sales Administrator

Dingwa Financial Services
05.2024 - Current

Preferred Financial Advisor

Metropolitan Life Insurance
02.2023 - 04.2024

Sales Representative

Smollan Services
09.2022 - 01.2023

Teacher's Assistant

Bojelong Primary School
11.2021 - 08.2022

Financial Advisor

Metropolitan Life Insurance
02.2019 - 08.2021

Sales Agent

Italk Financial Services
05.2018 - 01.2019

NQF 4 - Business Administration

Icollege
04.2001 -
Sibusiso Thalefo MphuthiFinancial Advisor