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Financial Consultant

Tzaneen, Limpopo, South Africa
R 7 000
June 13, 2019

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Tlodipjane Matshego Jacqueline Maponya

Location: no.10 1st Avenue,Medipark, Tzaneen 0850

Postal Address: P.O. Box 2612,Tzaneen 0850

Telephone: +277********/+277********


Professional profile

My work experience has been in retail, financial industry, tourism, sales, marketing, management, administration, supervision, clerk and receptionist. I am a person who believes in hard work, who makes sure that I am committed in everything I do. I am driven, passionate and ambitious individual. I am multi skilled and high adaptable. I can work independently and give my fully support when working with a team or as a group. My reliability, communication skills, responsibility and friendly nature are assets I would bring to the work. Get on with people at all levels, easily making good working relationships. Skills and Competencies

Self Confidence, Good communication and interpersonal relations, good listener, IT literate, team player and the ability to work under pressure, good time management, conflict resolution.

Short Term Goals

To find a position that will put me in a forward moving company with solid performance and future projection. Being part of a team. I want to add value and continue to grow the company. Long Term Goal

Will depend on where the company goes. My plan is to move into a position of responsibility where I can lead a team.

Career summary

April 2016 till to date Old Mutual PFA Tzaneen

Financial Advisor

Key responsibilities

● Prospecting clients and setting up appointments

● Presentations and selling policies and closing sales

● Advising clients, assessing financial needs and help with investments

● Marketing

● Capturing data

● Tax laws

● Help clients plan for short term and long term goals including insurance. Financial needs and analysis

● Monitor client’s accounts and determine if changes are needed to improve account performance or accommodate life changes.

Key achievements/projects

● An award for a floating trophy for achieving the best financial academy advisor.

● Product accreditations : Risk, savings, personal short term insurance, employee benefits

● Completed my two years as an academy advisor and graduated to an Established Financial Advisor

● Obtained my Regulatory Examination

November 2015 – March 2016 Edgars (Edcon) Tzaneen

Sales Consultant

Key responsibilities

● Generating leads and turning them into opportunities for sales

● Contacting customers via telephone and email to open accounts or sales awards.

● Creating invoices and closing sales

● Administration regarding daily sales

● Identifying marketing opportunities within the market according to market needs

● Achieving targets and incentives set by the manager. Key achievements/projects

● Promotion from casual staff to permanent staff.

● Promoted to Jewellery department and a sales consultant for Revlon Cosmetic House. September 2015 Divine Glamour Spa



Assisted with massage for beauty clients and did make-up March 2012 – 2013 Bold Music

Assistant Manager and Data Capturer

Key responsibilities

● Registering and Capturing documents and applications on the system; correcting typing errors ;calculating wages

● Monitoring inventory and ordering merchandise based on demand

● Pricing of products; Administration (taking calls; filing and faxing documents; typing in the absence of sales consultants).

● Training of sales associates and hiring of sales associates

● Opening and closing the shop

● Overseeing employees, managing and creating shift schedules

● Providing customer service and dealing with complaints

● Acting the role of manager in the manager’s absence January 2011 – December 2011 Turnkey Travel and Tourism Receptionist and consultant

Key responsibilities

● Receptionist Duties and Promoting and marketing the business

● Dealing with customer query and complaints

● Providing advice about visas and passports

● Maintaining Statistical and financial records

● Meeting profit and sales targets

● Taking minutes during meetings

February 2007 – December 2007 Woolworths


Key responsibilities

● Accepting payments and ensuring quantities and prices are accurate

● Operating scanners, scales, count money in cash drawers, cash registers and other electronics

● count money in cash drawers, greet customers

● Keeping records of transactions

● Process returns and check to see if items are damaged

● Greeting customers when entering or leaving the establishment

● Issuing refunds, receipts and tickets

Education & qualifications

Senior Certificate, Grade 12 – Merensky High School – 2008- English Home language, Afrikaans First Additional Language, Mathematical Literacy,Life Orientation,Business Studies, Life Sciences, Tourism N4 Business Management Certificate, – Motheo FET College – 2013- Introductory Accounting N4, Entrepreneurship and Business Management, Management and communication, computer practice

N5 Business Management Certificate, and N6 results- Letaba FET College – 2014- Computerised financial system, Entrepreneurship & Business Management,Sales Management,Public Relation, Introductory Accounting, Sales Management, Computer practice, personnel management

Financial Management Training- SEDA- February 2015 – Financial management and book keeping training

References available on request



CONTACT NUMBER 071-***-****



CONTACT NUMBER 082-***-****/079-***-****



CONTACT NUMBER 015-***-****

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