Sales Representative Financial Advisor

Financial Advisor Nov **** – Aug ****

Old Mutual

• Contact clients and set up meetings. • Conduct in-depth reviews of clients’ financial circumstances, current provision and future aims. • Analyse information and prepare plans best suited to individual clients’ requirements. • Assist clients to make informed decisions. • Promote and up-sell financial products to meet given or negotiated sales targets. • Inform clients with news of new financial products or changes to legislation that may affect their savings and investments Nkosinathi Zulu

• Manager

• Old Mutual

• 060*******

Gender: Female

Nationality: South African

Date of birth: 23.09.1991

Phone: 078*******

Email:

************@*****.***

Address: 37 Strelitzia Road,

Protea Park, Port Shepstone

4240

Shila Nosandi

Minti

Sales Representative

Looking for an exciting and dynamic role where I can utilize my skills and experience to drive tangible results. Passionate about joining an organization that fosters a culture of innovation, continuous learning, and personal growth..

Reference Elmi Van Beek

• Dealer Principal

• Suzuki South Coast

• ****@****************.**.**

• 039*******

Experience Sales Executive Jun 2021 – Continue

Suzuki South Coast

• Build rapport with potential customers to improve the possibility of a sale. • Maintain a customer database and communicate with them. • Assist customers with completing the relevant paperwork required for a successful sale to be processed. • Do follow-up calls with the aim of closing deals quicker. • Keep my clients informed of monthly specials deals. • Manage company’s social media pages, (Facebook, Twitter and Instagram). • Ensuring of marketing our products in an appealing and attractive manner to increase sales

South Coast Academy Jan 2005 – Dec 2009

Matric

• High School

Education Nelson Mandela Metropolitan University Feb 2011 – Apr 2015 National Diploma in Public Relations Management

Skills Communication skills (interpersonal, written, and verbal) Customer relationship management (CRM)

Flexibility and adaptability

Organization skills

Sales and marketing strategies

Presentation design and delivery

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