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PULANE MARIET LETUMA

PROFESSIONAL SUMMARY

Proactive Personal Financial Advisor that can network with professional and personal clients with equal success. Creates success by constantly expanding the professional knowledge base, never burning bridges with any type of contact, and maintaining a professional attitude always. Enjoys interacting with people and solving their problems for them. Humble confident and a strong degree of intellectual curiosity to further both personal and professional developments. Seeking a position serving individuals and families to plan for and protect their financial Futures through investments and insurance. PERSONAL DETAILS

DATE OF BIRTH : 1989/07/04

CONTACT NUMBER : 068-***-**** / 073-***-****

EMAIL ADDRESS : ad446d@r.postjobfree.com

GENDER : Female

MARITAL STATUS : Single

HOME ADDRESS : 44 WordsWorth Avenue Orkney 2619

HOME LANGUAGE : Sesotho

EDUCATION

Office Clerk and Assistant Boston City Campus College 2012 – 2013

Completed my higher education certificate in computer clerk and assistant in record time.

National Senior Certificate Vaal Reefs Technical High School 2004 – 2008

Sesotho, English, Life Orientation, Business Studies, Accounting, Math Lit and Computer Application Technology.

2 P a g e

WORK EXPERIENCE

2020/03/01 – Present : FINANCIAL ADVISOR

: OLD MUTUAL LIMITED

• Responsible for independently acquiring new

clients through marketing and prospecting.

• Responsible for servicing existing clients and

cross selling using a needs-based approach.

• Developed a broad knowledge of financial

products such as life insurance, long term care

insurance, disability insurance, fixed and variable annuities, mutual funds, and other variable

products.

• Maintained good relationships with the existing

clients by monitoring and keeping up to date

records of their insurance portfolios to yield

maximum security of their investment assets.

• Worked with a 2-man team, regularly going on

market storms to create awareness of the

products and services offered by the company.

2016/10/10 – 2017/05/31 : CASHIER

: ENGEN FUEL GARAGE

• Fulfilled the company’s defined customer

experience by maintaining a friendly and

customer focused approach

• Successfully handled transactions utilizing high attention to detail, reducing customer wait times

• Managed, counted, verified, and reconciled daily sales which reduced losses.

• Daily/monthly outbound call quota

Follow up / Call back campaigns

• Received hands on experience in accepting

payments, returning change, and giving receipts

to customers.

REASON FOR LEAVING Resigned.

3 P a g e

ATTRIBUTES

COMMUNICATION SKILLS The ability to communicate clearly and effectively in many mediums: by e-mails verbally and to

follow directions and give feedback.

GOOD CUSTOMER SERVICES Treating customer respectfully and understanding their needs, exceeding their

expectation, and going out of my way to help

them.

OPENNESS TO EXPERIENCE I embrace diversity, creativity and challenges that present themselves as learning opportunities

ADAPTABILITY I can cope and embrace change.

SKILLS

• Office Administration Customer Service

• Consumer Advisor Marketing Management

• Microsoft Office Sales

• Credit Analysis Financial Services

• Insurance Business Management

REFERENCES

Ms Mpho Lethoba Old Mutual LTD (Colleague) 060-***-**** Ms Goitsimang Matome Old Mutual LTD (Team Leader) 063-***-**** Mr Joseph Mpinga Old Mutual LTD (Branch Manager) 072-***-****

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