Thekiso Caleb Mothibi
Sanlam Sky Brokerage
Phuthaditjhaba
Work Preference
Summary
Dynamic CEO with a proven track record at Taxco Advisory Services, driving substantial business growth through strategic planning and operational excellence. Expert in financial analysis and relationship building, I fostered a culture of innovation, achieving significant cost reductions while enhancing brand visibility and customer satisfaction.
Overview
37
37
years of professional experience
9
9
Certifications
6
6
Languages
Work History
CEO
Taxco Advisory Services (PTY)LTD
Phuthaditjhaba
01.2026 - Current
- Spearheaded strategic operational initiatives to ensure significant business expansion.
- Resolved conflicts to maintain effective partnerships.
- Boosted brand image through strategic marketing campaigns.
- Ensured regulatory compliance by developing robust policies, procedures, and internal controls.
- Amplified customer satisfaction and loyalty through introduction of customer-centric service model.
- Drove significant cost reductions while maintaining product quality, negotiating favorable contracts with suppliers.
- Enhanced stakeholder value by consistently exceeding financial targets and delivering robust shareholder returns.
- Developed high-performing executive team by recruiting top talent and implementing comprehensive training programs.
- Reinforced company's market leadership by consistently outperforming competitors in key performance metrics.
- Established and maintained strong relationships with customers, vendors and strategic partners.
- Developed innovative sales and marketing strategies to facilitate business expansion.
- Communicated business performance, forecasts and strategies to investors and shareholders.
Marketing Manager
Amohelang Funerals
Phuthaditjhaba
04.2004 - 01.2026
- Developed and implemented marketing strategies to produce high-quality leads.
- Allocated funds strategically to high-impact initiatives supporting business goals.
Financial Advisor
Sanlam Life
Welkom
02.2000 - 09.2022
- Developed solid client rapport, boosting trust and loyalty in the management of financial portfolios.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Financial Advisor
Sanlam Life
Bethlehem
03.1992 - 10.1997
- Cultivated robust client relationships, enhancing trust and loyalty in financial portfolio management.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Monitored legislative changes impacting financial planning, ensuring clients remained compliant while optimizing financial strategies.
- Provided estate planning advice, assisting clients in securing their financial legacy.
- Developed comprehensive financial plans for clients to achieve their long-term financial goals, resulting in increased client satisfaction.
- Helped clients make informed decisions about financial future.
Life Insurance Sales Agent
Metropolitan Life
Bethlehem
02.1989 - 01.1992
- Oversaw client portfolios, conducting regular policy reviews to ensure alignment with current circumstances.
- Collaborated with colleagues to develop effective sales strategies and achieve team goals.
Education
High School Diploma -
Lekgulo Secondary School
Dithotaneng Village 01-1983
Skills
Talent development
Crisis management
Succession planning
Certification
FSCA RE 1
Accomplishments
As the Marketing Manager at Amohelang Funerals we had a dispute with African Unity Life Insurance, Safrican Life Insurance and their Juristic Representative (Jaral Trust) regarding the rejected insurance claims.
We engaged former Ombudsman of long term insurance (OLTI). The Ombud (OLTI) offers us free, independent and binding dispute resolution.
We have successfully won the case and manage to pay the outstanding claims of our clients fully.
- Collaborated with team of [Number] in development of [Project name].
- Supervised team responsible for executing well on projects, leading to [Number]% increased revenue.
- Documented and resolved [Issue], contributing to [Result].
- Upsold additional products, increasing monthly revenue [Number]%
- Implemented [Type] process, streamlining work and increasing efficiency [Number]%
Timeline
CEO
Taxco Advisory Services (PTY)LTD
01.2026 - Current
FSCA RE 1
03-2024
FSCA RE 5
05-2023
Phakama Administration Certificate of Excellence
05-2006
Marketing Manager
Amohelang Funerals
04.2004 - 01.2026
Financial Advice 2
06-2002
Financial Advice 1
02-2002
Financial Advisor
Sanlam Life
02.2000 - 09.2022
Counsellor Selling
02-1997
Limra International Quality Award
01-1997
Communication Preferences
06-1995
Training programme for beginners
10-1993
Financial Advisor
Sanlam Life
03.1992 - 10.1997
Life Insurance Sales Agent
Metropolitan Life
02.1989 - 01.1992
High School Diploma -
Lekgulo Secondary School