Financial Sales Executive

Kim D’Oliveira

Senior Financial Advisor

Phone +27 (0-60-997*-***

E-mail *********@*****.***

I am a driven, professional, financial advisor, with a friendly and adaptable approach, able to handle a wide range of financial planning, including but not limited to Retirement Planning, Wealth Management and Insurance decisions. Even though a significant amount of my working experience is in the financial industry; I believe my qualifications and skills will provide me with the required background to be able to be successful in other arears of employment. It is my desire to learn and develop my career, seeking to harness the skills I have learned to date and apply them accordingly.

Technical Skills Soft Skills

Sanport / Spotlight / Siebel / Blueprint Accountability

Astute Honesty

Windows 10 Integrity

MS Office / Word / Excel / Powerpoint Respect

Outlook Industry Related Skills

Time management

Verbal and written communication

Work History

Dec 2016 – Current Senior Financial Advisor - Sanlam Life

• Educate clients, highlight values on various financial matters, building their financial

wellness by providing professional recommendations on investment opportunities,

products and services based on each clients’ individual needs.

• Manage clients investment portfolios by providing one-on-one service when meeting with

them to understand assets, expenses, and long/short term investment goals to devise a

personalized financial plan.

• Crafted suitable financial strategy for each client based upon his or her needs and future

goals, understanding by asking fact finding questions and conducting research, nurturing

and strengthening business relationships with clients.

Aug 2016 - Oct 2016 Administrator - Suleigga Sadan Advisory Services

• Administration of insurance related products

• Dealing with client queries relating to Life, Investments, pre and post Retirement Planning

• Scanning all documentation and saving it under client folder

• Submission of new business, alteration to policies, update policy schedules

• Preparation of Quotations for potential / new clients (Tax Free Savings Plans, Life,

Retirement Annuities, Glacier Life Annuities & Investment Plans)

• Preparation of documentation for Tax i.e log book, business expenses incurred

Sept 2014 to - July 2016 General Secretary / Office Co-ordinator - Effective Intelligence (PTY) LTD

• Gatekeeper by handling admin issues, minimise interruptions to CEO & Sales Director

• Primary contact between management, staff & contractors ensuring facilities are well

maintained

• General maintenance EI working environment

• Maintain inventory of office supplies

• Provide support and assistance in the development, writing, implementation and

management of policies, processes & projects within the Human Resource, Legal, Financial, Marketing & Data Services departments

• Accurate and timeous capturing of expenses onto pastel, preparing invoices

• Oversee & supervise office worker / tea lady

• Perform receptionist duties e.g receiving of clients, switchboard, manages parking bays for

clients and staff

• Management of CEO, Sales Director and boardroom diary schedule of meetings, conference

and skype calls

• Book travel arrangements i.e flights, vehicle and accommodation.

• Organizes travel packs for management and staff of scheduled meetings

Dec 2013 - July 2014 Direct Sales Executive / Business Development - Outsurance

• Market Outsurance Commercial Insurance

• Needs Analysis

• Load a lead for specialist to quote

• Dealing with business owners telephonically and face to face

• Setting up appointments to explain quotation

• Cultivating and strengthening business relationships with new and existing clients

• Conclude transaction with client

Oct 2013 - Nov 2013 Financial Planner - Nedbank

• Educate clients, highlight values on various financial matters, building their financial

wellness by providing professional recommendations on investment opportunities,

products and services based on each clients’ individual needs.

Feb 2013 - Sept 2013 Business Consultant - XSelling (Old Mutual Franchise)

• To market Old Mutual products to independent Brokers, by gaining their trust and building

their businesses by means of their existing data-base, referrals and new clients

Jan 2008 –Feb 2013 Personal Financial Advisor – Emerald - Old Mutual

• Educate clients, highlight values on various financial matters, building their financial

wellness by providing professional recommendations on investment opportunities,

products and services based on each clients’ individual needs.

July 2005 –Dec 2007 Personal Financial Advisor - Sanlam Life

• Crafted suitable financial strategy for each client based upon his or her needs and future

goals, understanding by asking fact finding questions and conducting research, nurturing

and strengthening business relationships with clients.

Apr 2005 – July 2005 Business Owner/CC Member/Financial Advisor/Compliance Officer of

Co-Props 1086 t/a CKD Resolutions

• Business Owner

Aug 2004 –Mar 2005 Manager of Life and Associated Products –

CENTRE FORWARD TRADING 107 t/a Ginsberg & Associates

• VAT submissions

• Crafted suitable financial strategy for each client based upon his or her needs and future

goals, understanding by asking fact finding questions and conducting research, nurturing

and strengthening business relationships with clients.

Apr 2002 – July 2004 Personal Assistant/Trainee Independent Financial Advisor under Supervision and Counselling Admin Clerk - TERNARY FINANCIAL SERVICES CC

• Set up Itinerary Organize travel packs for management and staff of scheduled meetings

• Perform receptionist duties e.g receiving of clients, switchboard & dictaphone typing

Apr 1998 – Mar 2002 Secretary - Camsure / Cynosure Insurance Brokers

• Operating Systems Blueprint online, San Admin

• Perform receptionist duties e.g receiving of clients, switchboard, prep files & filing

• Short-Term Insurance

Nov 1990 - Apr 1998 Assistant Manager/Senior Hairstylist (December 1993) Allan Paul Hairdressing Salon

Manageress / Senior Hairstylist (March 1995 to 15th April 1998) - Regis Hairstylists

• Stock taking and buying stock

• Financial management

Education

Jan 1986 – Nov 1990 High School

Immaculata Senior Secondary

• Matriculated 1990

Jan 1991 – Dec 1993 Hairdressing & Cosmetology Industry Training Board Certificate – Nov 1996

Athlone Technical College

• National Certificate 1 - 3

Aug 2006 – Aug 2007 National Certificate in Wealth Management

Financial Planning Institute

Jan 2011 – Oct 2011 RE 5 – 1st Level Regulatory Examination Insurance

Moonstone

Sept 2012 – Oct 2013 Senior Paralegal Diploma

The South African School of Paralegal Studies

• Business Law

• Property Law and Conveyancing

• Civil Litigation

• Wills and Estates

• Debt Collecting

• Criminal Law and Procedure

Career Accomplishments

Sanlam • July 2017 - Graduation Victor Ludorum – Vesting Programme Phase 1

• Dec 2017 - Top 10 Achiever

• Won varies awards for top sales person within the category

Outsurance • Jan 2013 - Highest % in my Corporate Insurance Training

• May 2014 - Most quotes achieved in 1 month

Old Mutual • 51 Club

• Practice Builder of the year 2012

Regis Hairstylists/ • Apprentice of the year award

Allan Paul Hairdressing Salon

Telephonic Reference

Name Mrs Suleigga Sadan

Designation Business Owner / Certified Financial Planner / Tax Practitioner

Company Suleigga Sadan Advisory Services

Telephone number +27 (0-83-269-****

Contact this candidate