Tebogo Magocoba

• Managed to assist clients with estate planning, including drafting wills and trusts.
• Conducted estate calculations for clients to show them their estates fees and assist with administration of wills.
• Collaborate with financial advisors and attorneys to provide comprehensive estate planning solutions.
• Managed approximately 15 incoming calls, emails and faxes per day from customers, and saw 4 -7 clients per day.
• Telemarketing and Information sessions about the Discovery Estate Preserver product.
• Booking meetings in the diaries and helping with the outstanding pipeline business for the team.
• Ensuring FICA documents and underwriting requirements are received to process applications.
• Followed all company policies and procedures to deliver quality work.
• Evaluated customer needs and feedback to drive product, service improvements and selling the Discovery Estate Preserver policy to clients.

• Provided financial planning and investments advice to individuals and businesses.
• Managed approximately 30 outgoing calls, emails and faxes per day from customers.
• Provided services in Investment advisory, Retirement Planning, Medical cover, life cover, Disability benefit, Critical illness, and Wills
• Conducted financial analyses and created personalized financial plans
• Handling customer complaints with empathy and composure.
• Ensured compliance with industry regulations and company policies while serving clients'' best interests.
• Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
• Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.

As an Outbound call center agent a Liberty, I was responsible for executing various initiatives and campaigns to drive sales, customer retention, and revenue growth

• Managed approximately 50 - 100 outgoing calls, emails and faxes per day for customers.
• Working on different Campaigns, build and maintain strong relationships with customers to drive retention and upselling
• Consistently met or exceeded performance targets through diligent attention to detail and strong communication skills.
• Handled customer complaints with empathy and composure
• Processed a range of documentation and entered information into databases
• Worked in different campaigns which are, welcome call, Income tax, SBFC Home loan, Challenge Orphan Appointment, Offer of Additional Cover, SBFC RA Upsell, and Medical Premium Protector
• Enhanced call center efficiency by effectively managing high call volumes and multitasking in a fast-paced environment.
• Utilized CRM software to accurately track customer interactions, enabling quick access to relevant information during future calls.

• I was assisting customers with payouts and customer service
• Balancing and auditing Cash
• Accurately handled large amounts of money on the cash register
• Banking money to the vault
• Increased client retention through exceptional service and timely solutions to issues.
• Developed strong relationships with clients by consistently exceeding expectations in handling requests or concerns.

• Sales, marketing and identifying new business opportunities
• I was placed in different MTN stores to promote MTN products and services to customers.
• Brand ambassador providing product knowledge to customers.
• Meeting with clients on a face-to-face exposure and telephonically for holistic financial Planning
• Led and drove deals to close through contract negotiation and customer follow-up.
• Used consultative sales approach to understand and meet customer needs.
• Achieved sales targets consistently by establishing rapport with clients and addressing their needs.
• Collaborated with store managers for optimal product placement, driving customer interest and sales.
• Conducted market research to identify trends and adjust sales tactics accordingly, maximizing results.