Post Job Free

Resume

Sign in

Call Center Wealth Management

Location:
Johannesburg, Gauteng, South Africa
Salary:
32000
Posted:
November 06, 2023

Contact this candidate

Resume:

MR. IGOR DALUXOLO MAVIMBELA

Contact Numbers: 084-***-****/034-***-****

Email Address: ad0vxi@r.postjobfree.com/ad0vxi@r.postjobfree.com

Po Box: Ballito groves Unit 821 4057 lee barns boulevard Dolphin Coast 4420

Current Physical Address: B2394 Ncotshane Pongola 3170

Personal Details

Date of Birth : 01 January 1994

Home Language : IsiZulu & English

Drivers License : Code 10 (have own Transport)

Education

RE 5 [2021]: Moonstone and CPDs, PSTs, wealth Management and Class of Business

Bachelor of Technology in Management [2020]: Durban University of Technology

Long term insurance Certificate [2019]: MilPArk Class of Business

National 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.

•Do, Need Analysis for client in order to identify their financial currently states and provide solutions to how they can secure their wealthy.

•Specialize on Life covers,Retirement,Lump sum Investment and recurring.

•Identify potential candidate and assist with the recruitment of potential advisors .

•open new markets and segment our products in the market

•assist in product training .

•identify and open leads

03/09/2018- 30/10/2019

Company : Iemas Financial ServicesFinancial Advisor service sales consultant

Duties

•Create and manage client’s financial portfolios.

•assist new recruited advisors on product training

•Advise and educate clients on Retirement, Investment, Life and Education planning.

•Advise customers on their financial affordability and offer them solutions to their financial crisis.

•Building and maintaining effective relationships with internal and external stakeholders.

•Interacting with diverse people, communicating internally and interact with external clients.

•Work as an insurance representative on behalf of Old Mutual, Sanlam sky, Avbob, Liberty and Regent-Hollard.

.

26/01/2015 – 12/08/2017

Company : CCI Call Center Call Center Agent

Duties

•To interact with the company’s customers by addressing enquiries regarding the products and services offered by the company.

•To provide solutions to customer’s complaints.

Career Aspiration and current studies

•I am looking forward to becoming an expert on the development system in the work field.

•I am currently working towards obtaining Key Individual RE1 certificate and complete my wealth management studies.

•I am working towards being a Expertise in Business and Financial Advisor in the Sales and Training and in the Human development field.

•5 years from now I look forward to becoming part on the team in strategy development and decision making.

References

Name: Ndumiso Moloi (Sanlam Sales Manager) 035-***-****

Name: Victoria Gasa ( Iemas Insurance Sales Manager ) 072-***-****

Name: Adrien Moses (CCI Call Center Manager) 084-***-****

Name: Sikhumbuzo Luthuli ( Iemas Loan Consultant ) 081-***-****



Contact this candidate