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Financial Advisor resumes in Johannesburg, Gauteng, South Africa

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Business Developer/Analyst

Johannesburg, Gauteng, South Africa
... Financial Advisor/Planner Outsurance - Johannesburg, Gauteng Jan 2015 – Nov 2017 • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals. • Educated ... - 2023 Nov 23

Sales Representative High School

Johannesburg, Gauteng, South Africa
... of all sales activities Recruiting and retention of sales team Identifying opportunities for revenue generation SANLAM: Financial Advisor (01/09/2020 – 31/06/2021) Assupol: Sales representative (26/11/2019 – 30/08/2020) Duties Accredited to sell ALL ... - 2023 Nov 22

Customer Service Call Centre

Johannesburg, Gauteng, South Africa
... Tracing agent & Credit controller Joshua Door Financial Services (JDFS) May 2014 August 2017 •Using tracing tool to track down debtors. •Rehabilitating accounts and acknowledgement of debt. •Lay by advisor/collecting •Collecting on behind lay by ... - 2023 Nov 16

Cyber Security Project Management

Johannesburg, Gauteng, South Africa
... She has acquired expertise in Operations, Marketing, Resource and Financial Management, Budgeting and Business Strategy ... Eskom, MegaWatt Park, Johannesburg South Africa Senior Audit Advisor, December 2000 – December 2004 Eskom generates approx. ... - 2023 Nov 09

Call Center Wealth Management

Johannesburg, Gauteng, South Africa
... Diploma in Management [2014]: Durban University of Technology Highest Grade 12 [2010]: Sebenzakanzima Secondary Working History 01/11/2019 – until currently Company : Sanlam Life Financial Planner Duties •Provide financial Advisor and Services. ... - 2023 Nov 06

Customer Service Sales Manager

Johannesburg, Gauteng, South Africa
... Qualify and score the viability of an interested lead for the sales team Data analysis 2019 - 2020 Safrican Financial Advisor Cold calling and emailing clients to offer financial advice. Conduct financial needs analysis and record of understandin. ... - 2023 Oct 29

Change Management Operations Planning

Johannesburg, Gauteng, South Africa
... Reason for leaving- Internship ended Liberty Life – Financial Advisor 01-11-2018 - 07-01-2019 • Analyse client’s financial situation for example the income, liabilities and expenses. • Networking and prospecting in order to get new clients. • Set up ... - 2023 Oct 17

Customer Service Client Care

Johannesburg, Gauteng, South Africa
... how they will settle debts Position Financial Advisor Company Discovery (August 2017 – August 2019) Duration 03/01/2023-date Duties: •Customer service •Contact clients periodically to determine if there have been changes in their financial status. ... - 2023 Oct 12

Information Technology Legal Services

Brakpan, Gauteng, South Africa
... Metropolitan life Financial sales advisor Contacting potential clients. Advising client regarding different products. Capturing clients information. Responding to mails and queries. Doing quotation for clients. Clientele life Sales consultant ... - 2023 Aug 23

Customer Service Business Management

Johannesburg, Gauteng, South Africa
... Accounting, Experiential Learning Certificate Boston City Campus Diploma in Financial Accounting WORK EXPERIENCE Company: H&H ( Februay 2022 – September 2022) Position: Sales Advisor Reference: NKULI KRWECA – 064-***-**** • Company: MBT Properties ... - 2023 Aug 21
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