TSHEPANG THABE
Financial Advisor
Centurion
Summary
Dedicated and results-driven professional with a proven track record of exceeding expectations. Strong interpersonal, communication, and negotiation skills facilitate the development and maintenance of mutually beneficial relationships. Enthusiastic and quick to grasp new ideas and concepts, thriving in independent work environments while taking initiative. Committed to a professional approach in the workplace, focusing on continuous training and development to enhance effectiveness in fulfilling job responsibilities.
Overview
4
4
years of professional experience
3
3
Languages
Work History
Financial Advisor
Momentum
08.2025 - 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.
Marketing and Communications Intern
Titans Cricket
08.2024 - 10.2024
- Enhanced brand visibility by developing and executing strategic marketing campaigns.
- Prepared social media posts and videos with eye for viral content strategies.
- Helped with photo and video production and performed visual and sound editing tasks.
Marketing and Sales Intern
CC Chickens
09.2023 - 10.2023
- Coordinated with marketing and sales teams to ensure product features met market demands and customer expectations.
- Coordinated driver dispatch to accomplish daily delivery requirements.
- Tracked orders and notified customers of status or potential delays.
- Watched production workers to determine problematic areas and implement solutions for optimized production.
Admin
Hill Street Clinic
09.2022 - 09.2022
- Established an organized filing system that streamlined document retrieval and reduced misplaced files.
Education
Diploma - Marketing and Public Relations
Newbridge Graduate Institute, Centurion Academy
12-2024
National Senior Certificate Diploma - English Home Language, Afrikaans First Additional Language, Mathematical Literacy, Life Orientation, Business Studies, Consumer Studies, Economics
Hoërskool Kroonstad High School
12-2020
Skills
Pipeline management
Insurance sales
Financial planning
Retirement planning
Investment planning
Sales
Financial advising
Relationship building and management
Timeline
Financial Advisor
Momentum
08.2025 - Current
Marketing and Communications Intern
Titans Cricket
08.2024 - 10.2024
Marketing and Sales Intern
CC Chickens
09.2023 - 10.2023
Admin
Hill Street Clinic
09.2022 - 09.2022
National Senior Certificate Diploma - English Home Language, Afrikaans First Additional Language, Mathematical Literacy, Life Orientation, Business Studies, Consumer Studies, Economics
Hoërskool Kroonstad High School
Diploma - Marketing and Public Relations
Newbridge Graduate Institute, Centurion Academy