Sales Assistant
Resume:
Johnathan Daniel Drake
PERSONAL PROFILE
I am an individual who is ambitious and self-motivated. I enjoy taking opportunities that allow me to grow. I have an excellent work ethic and enjoy taking on positions with responsibility. Above all, I am a person of integrity who can be relied upon to get things done. I have a strong affinity for investments, investment vehicles and insurance. CONTACT EDUCATION
Kloof, KZN
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The Independent Institute of Education
Varsity College Westville
2015 – 2017
Bachelor of Commerce in law
Graduated with distinction
CTI Education Group
2013
Certificate in Information Systems Software Dev.
Matriculated – Kloof High School
2012
English, Afrikaans, History, Science, Life Science, Maths.
SKILLS EXPERIENCE
● WILLS, ESTATE PLANNING
● COMMUNICATION SKILLS
● TECHNICAL ANALYSIS
● FINANCIAL PLANNING
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Setzkorn Health and Wealth
01-04-2020 - Present
Financial Advisor
Paraplanning, administration, estate planning,
client acquisition, sales.
Verbal communication, knowledge of financial
products, tax, insurance, estate planning and
investments.
DeVere Acuma Insurance Brokers (Dubai)
01-02-2020 - 31-03-2020
Fintech Associate
Marketing, client acquisition, client service
Verbal communication, sales
Setzkorn Health and Wealth
05-03-2018 - 01-01-2020
Para-planner
Paraplanning, administration, estate planning,
client acquisition, sales.
Varsity College
01-11-2017 - 28-02-2018
Registration Assistant
Client-facing
Assisting students with registration
Verbal communication
ACHIEVEMENTS
18 Distinctions
in 3 years of studies
Treasurer
Students for Law and Social Justice
2016 - 2017
INTERESTS
● COMMODITY TRADING
● INVESTING
● CRYPTOCURRENCY
● HEALTH AND FITNESS
● FINANCIAL/LEGAL BLOG
REFERENCES
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references
Contact this candidate