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I am an excellent communicator and networker with well-developed interpersonal skills. I am a team player
and have the ability to form trusted relationships with subordinates, clients as well as superiors.
I have a proven track record of responsibility, integrity and commitment to company objectives
I'm an effective communicator and a natural networker and leader.

I am a highly motivated self-starter. I am an excellent communicator and networker with well-developed interpersonal skills. I am a team player and have the ability to form trusted relationships with subordinates, clients as well as superiors.

I am a highly motivated self-starter. I am an excellent communicator and networker with well-developed interpersonal skills. I am a team player and have the ability to form trusted relationships with subordinates, clients as well as superiors.

Experience:

I am currently working as a Financial Advisor for Sanlam in Middelburg and my key responsibilities are:

o To increase sales of Sanlam products
o Provide strategic advice across a variety of financial products and services
o Assess client’s overall financial picture, understand their needs and develop a solid financial plan
o Guide clients towards a profitable and secure financial decision
o Cultivate client base and build win-win relationships
o Network, generate leads and grab opportunities to sell
o Keep abreast of new industry’s trends and research market to back up financial consulting
o Comply with all industry rules and regulations
o Achieve sales target
o Customer Services and Escalations
o Reporting