Tsoanelo Mosolodi
Personal Financial Advisor
Bloemfontein
Summary
Accomplished NQF Level 4 in Transport and Logistics on Record time with the best passing mark. I got the Opportunity to go to Durban for a training and career Expo at PRASSA. Am Recently Building my profile in a different field of Corporate and also achieve my class of business certificate on Investment Planning.
enthusiastic financial service Professional highly effective at working with client client of all levels and backgrounds, friendly and personable with adaptable approach. Exceptional Knowledge in insurance, Estate planning and Investment. Accredited Financial Advisor brings expertise in Mutual funds and Investments.
Overview
4
4
years of professional experience
5
5
Languages
Work History
Personal Financial Advisor
Old Mutual
04.2021 - 10.2024
- Trained and monitored junior Advisors and support staff to generate Ideas, Share Knowledge and Commit to building a successful company and team
- Create business plan and identified target customers by interacting over the phone and in person, handling basic enquiries and providing quote.
- Assist client with preparing financial plan, conducting investment research and completing trade and transaction to assess and meet financial goal.
- worked with client to support and understanding of Rational and details of financial strategies.
General Labor Worker
PEP Store
09.2020 - 03.2021
1. Sales
2. Stock Taking
3. Stock Packing
4. Inventory Control
Education
High School Diploma -
Motheo TVET COLLEGE
Bloemfontein, South Africa 04.2001 -
Skills
Flexibility
Communication skills
Team Work
Organization skill
Portfolio diversification
Client relationship building
Insurance planning
Presentations
Refference
Old Mutual - 1. Inga Fotoy (Development Coach )-
073 6961979/ 0234499028
2. Mishka Ross (Business manager)
063 3183 818
Pep Stor - 1. Liezel (Manger )
076 0166 393 / 022 7720 565
Timeline
Personal Financial Advisor
Old Mutual
04.2021 - 10.2024
General Labor Worker
PEP Store
09.2020 - 03.2021
High School Diploma -
Motheo TVET COLLEGE
04.2001 -
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