Microsoft office
Hi, I’m
Tramaine Clairyotte Rikhotso
Financial Advisor
Bethlehem
Summary
Dynamic Financial Advisor with a proven track record at Metropolitan Life, excelling in client relationship building and comprehensive financial planning. Skilled in sales and customer service, I consistently achieved targets while educating clients on investment opportunities. My strong problem-solving abilities and integrity foster trust, driving client loyalty and portfolio growth.
Overview
7
years of professional experience
3
Languages
Work History
Metropolitan Life
Financial Advisor
09.2024 - 02.2025
Job overview
- 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.
- Going on field trips to add new clients or build a strong relationship in that area or department
- Doing filing, copies, manual policy entry also on the application online
- Recording of weekly and monthly goals as a footprint on how to add new business
- Working on cold leads
Old Mutual
Broker
02.2024 - 08.2024
Job overview
- Developed strong relationships with clients, earning their trust and loyalty through consistent communication and portfolio updates.
- Answered inquiries and provided information to sales representatives, distributed appropriate paperwork, and fulfilled quote requests to deliver excellent customer support.
- Developed a reputation for integrity and ethical conduct within the brokerage community, leading to increased trust from clients and colleagues alike.
- Conducted research to answer questions and handle issues using multiple systems and resources.
- Had to go on field trips to expand my clientele list and add new policies also build a new strong relationships in different state
21st Century Life
Sales Agent
06.2022 - 12.2022
Job overview
- Assisted call-in customers with questions and orders.
- Increased sales revenue by consistently meeting and exceeding sales targets.
- Enhanced product knowledge through continuous training and professional development opportunities.
- Calling cold and warm leads to add new or reinstate policies.
- Sending client's their policy documents
Hahn Collection
Debt Collector
03.2022 - 05.2022
Job overview
- Worked in call center environment handling manual and automatically dialed outbound calls.
- Resolved customer disputes and disagreements through professional, calm communication to find mutually beneficial solutions.
- Maintained consistently high success rate of collecting on overdue accounts.
- Provided excellent customer service during difficult conversations, empathizing with debtors while remaining firm on repayment expectations.
- Working on the exculiber system.
- Loading ptp's on client's policies.
- Making sure targets are met.
King Price Insurance
Intern
03.2018 - 03.2019
Job overview
- Supported staff members in their daily tasks, reducing workload burden and allowing for increased focus on higher-priority assignments.
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Analyzed problems and worked with teams to develop solutions.
- Contributed to a positive team environment by collaborating with fellow interns on group projects and presentatio
- Worked under:
- Collections department
- Sales department
- Retention department
- Client Care department
- Prepared the board room, by placing personal correctly, placing water and refreshments, taking minutes, writing reports.
- Filling in weekly and monthly journal to allocate my hours appropriately and departments that I worked also gained experience under.
Education
Tshwane North CollegePretoria
National Diploma from Business Studies Under Management Assistant
12.2019
MoonstonePretoria
RE5 from Business Studies
05.2019
MilkparkPretoria
CLASS OF BUSINESS from Business Studies
02.2019
Skills
Sales skill
Software
Exculiber
Interests
Management and professional growth
Reference
Company : King Price Insurance
Name : Jason Badenhurst
Position : Team leader
Contact details : 074 514 5562
Company : Hahn Collection
Name : Mohau Mogale
Position : HR Manager
Contact details : 060 769 1354
Company : Metropolitan
Name : Victor Dyantyi
Position : Team leader
Contact details : 078 260 1410
Timeline
Financial Advisor
Metropolitan Life
09.2024 - 02.2025
Broker
Old Mutual
02.2024 - 08.2024
Sales Agent
21st Century Life
06.2022 - 12.2022
Debt Collector
Hahn Collection
03.2022 - 05.2022
Intern
King Price Insurance
03.2018 - 03.2019
Tshwane North College
National Diploma from Business Studies Under Management Assistant
Moonstone
RE5 from Business Studies
Milkpark
CLASS OF BUSINESS from Business Studies
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