Sithembile Langa
Personal Financial Advisor
Pietermaritzburg,KZN
Summary
Dynamic Financial Advisor with a proven track record at Old Mutual, excelling in client relations and financial planning. Expert in portfolio construction and retirement strategies, enhancing client satisfaction through personalized advice. Recognized for fostering trust and loyalty, while ensuring compliance and identifying growth opportunities in a competitive market.
Overview
18
18
years of professional experience
Work History
Financial Advisor
Old Mutual
10.2020 - Current
- 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 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.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Identified opportunities for business growth by networking, attending industry events, and generating referrals from satisfied clients.
Office Administrative Assistant
Amabhuqa SHEQ and Training Consultants
01.2016 - 03.2020
- Provided clerical support to company employees by copying, faxing, and filing documents.
- Responded to inquiries from callers seeking information.
- Safeguarded company information by maintaining strict confidentiality in handling sensitive documents and records.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Improved customer satisfaction ratings by promptly addressing inquiries via phone, email, or in-person visits.
- Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
- Continually sought methods for improving daily operations, communications with clients, recordkeeping, and data entry for increased efficiency.
Sales Coordinator
Planet Nails Distribution
04.2009 - 12.2015
- Maintained accurate records of all sales activities, including contracts, proposals, quotes, follow-ups, and customer communications.
- Worked closely with the sales team to prioritize tasks, set goals, and allocate resources efficiently; resulting in increased productivity and revenue.
- Supported sales team members in achieving individual goals and targets through coaching, mentoring, and guidance.
- Streamlined sales processes for improved efficiency and customer satisfaction.
Sales Consultant
Absa Bank
01.2008 - 02.2009
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Responded to telephone and in-person requests for information.
- Provided sales and customer service assistance to walk-in traffic
- Boosted customer satisfaction by providing personalized consultations and tailored product recommendations.
- Conducted comprehensive product demonstrations for clients, resulting in increased understanding of features and benefits.
- Met existing customers to review current services and expand sales opportunities.
Education
Certificate - Financial Planning
Milpark Education
Cape Town, WC 04.2001 -
Skills
Client relations
Problem-solving
Insurance decision
Financial planning
Retirement planning
Wealth management
Attention to detail
Portfolio construction
Product knowledge
Customer service
Verbal and written communication
Timeline
Financial Advisor
Old Mutual
10.2020 - Current
Office Administrative Assistant
Amabhuqa SHEQ and Training Consultants
01.2016 - 03.2020
Sales Coordinator
Planet Nails Distribution
04.2009 - 12.2015
Sales Consultant
Absa Bank
01.2008 - 02.2009
Certificate - Financial Planning
Milpark Education
04.2001 -
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