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Financial Industry / insurance

Location:
Cape Town, Western Cape, South Africa
Salary:
R13000
Posted:
December 30, 2020

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Resume:

CURRICULUM VITAE

Chrystal Chantal Hendricks

Cover Letter

I am an enthusiastic, highly motivated and energetic professional who has a proven track record of achieving results in highly competitive environments. A talented saleslady, Customer Service Consultant & Manager who can enhance the performance of any business by using her energy, drive and commitment to succeed to build outstanding relationships with customers and to drive over all revenue growth. I am a pro-active and assertive individual who is determined to achieve results and as a quick learner I am fast at absorbing new ideas and adapting to changing scenarios. I can relate well with people at all levels and have the flexibility of working well in a team or individually. I am comfortable working in fast paced, hands on and growth orientated environments. Hardworking and willing to do whatever it takes to complete the job successfully and ethically. I enjoy learning new things and find the challenge of new problems and ventures stimulating.

I love staying active and believe a healthy body and mind are essential in keeping positive and staying confident. One can only be something great if they are willing to do something great, hence my love for the saying “Fortune favours the brave".

Personal Details

Name: Chrystal

Surname: Hendricks

Date of birth: 25/03/1987

Sex: Female

Marital status: Single

Dependants: One

Drivers licence: Code 08

Nationality: South African

Languages: English & Afrikaans well spoken & written

Health: Excellent

Residential address: 47 Swann Road

Bishop Lavis 7490

Email address: adi1i6@r.postjobfree.com

Contact details: 061-***-****

Education & Training

Last school attended: Bishop Lavis Secondary School

Highest Grade Passed: Grade 12

Subjects Passed: English

Afrikaans

Accounting

Physical Science

Biology

Mathematics

Additional Training and Qualifications

Institution: Financial Planning Institute

Course Completed: Regulatory Exam (RE5)

Year Completed: 2011

Institution: Milpark Business School

Course Completed: Certificate in Financial Products

Basic Financial Concepts and Calculations

Insurance Products

Legislative Environment

Basic Principles of Life Insurance

Skills for the Financial Planner

Year Completed: 2012

Achievements

Old Mutual Group Schemes

Part of the team that finished number one in the country with old mutual for two consecutive years 2009 and 2010

Part of the team that finished top for two consecutive years in the province 2009 and 2010

Was inducted into old mutual’ s club 51 club for meeting weekly target of 8 lives per week for eleven consecutive weeks

one of top ten new advisors in the western cape in 2009

Wrote in excess of R400 000 oyc in 2010,2011 and 2012

Was selected to be part of the team that launched old mutual’ s Technology Solutions for Advisors (Electronic Apps)

Truworths

Received I citation as the top customer service agent for assisting clients in the western cape 2007 thus qualifying for a four day convention at the extreme hotel table mountain

Employment History

Employer: Old Mutual Group schemes

Duration: April 2009 – May 2015/ March 2016 – July 2017

Address: Plattekloof/Goodwood

Position Held: Financial Advisor

Core Duties

Sales and business development

Prospect new business -- identify new and untapped client bases, develop a plan to connect with potential clients; build new referral sources; generate referrals from existing clients

Build contacts with potential clients, either through door-to-door or cold calling strategies, in order to set-up initial meetings.

Negotiate the terms of service agreements with clients in order to gain their business

Hold public educational seminars to inform groups/individuals about personal finance

Develop a reputation and market profile with both internal and external contacts by demonstrating expertise and commitment to client services

Client relationship management

Establish regular contact with clients to discuss investment portfolio status, new financial products, services, market developments or changes to legislation that may affect their savings and investments

Working with clients, adapt and modify client portfolios as required

Maintain accurate client files with all relevant client information

Ensure safekeeping of all paper and electronic documentation relating to all transactions; maintain confidentiality of client information

Provision of financial planning advice

Establish rapport and trust with clients, engage in deep conversations to understand and analyze clients’ financial and life goals, current and ideal financial circumstances and level of risk tolerance in order to recommend relevant products and services and develop appropriate financial planning strategies

Analyze information on financial products and market trends and be able to provide informed advice on products best suited to individual client needs

Read trade publications, journals and websites to remain current with financial trends and regulatory requirements

Educate clients on different product offerings, relating the benefits and risks associated with them to the client’s specific financial goals

Employer: Amazon

Duration: March 2015 – March 2016

Address: Cape Town, Wembley Square

Position Held: Customer Service Consultant

Core Duties

Resolve customer complaints via phone, email, mail, or social media.

Use telephones to reach out to customers and verify account information.

Greet customers warmly and ascertain problem or reason for calling.

Cancel or upgrade accounts.

Assist with placement of orders, refunds, or exchanges.

Advise on company information.

Take payment information and other pertinent information such as addresses and phone numbers.

Place or cancel orders.

Answer questions about warranties or terms of sale.

Act as the company gatekeeper.

Suggest solutions when a product malfunctions.

Handle product recalls.

Attempt to persuade customer to reconsider cancellation.

Inform customer of deals and promotions.

Sell products and services.

Utilize computer technology to handle high call volumes.

Work with customer service manager to ensure proper customer service is being delivered.

Close out or open call records.

Compile reports on overall customer satisfaction.

Read from scripts.

Handle changes in policies or renewals

Employer: Truworths

Duration: May 2006 – February 2009

Address: N1 City Mall

Position Held: Sales and customer care consultant / Store Manager

Core Duties as Store Manager

Completes store operational requirements by scheduling and assigning employees; following up on work results.

Maintains store staff job results by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results.

Identifies current and future customer requirements by establishing rapport with potential and actual customers and other persons in a position to understand service requirements.

Ensures availability of merchandise and services by approving contracts; maintaining inventories.

Protects employees and customers by providing a safe and clean store environment.

Maintains the stability and reputation of the store by complying with legal requirements.

Maintains professional and technical knowledge by attending educational workshops; reviewing professional publications; establishing personal networks; participating in professional societies.

Maintains operations by initiating, coordinating, and enforcing program, operational, and personnel policies and procedures.

Contributes to team effort by accomplishing related results as needed.

Core Duties as Customer service representative

Support customers by answering product and membership service questions

Deal with customer feedback and general inquiries

Give customers service information including product and membership details

Process service and return transactions at the register in alignment with company’s100% customer satisfaction guarantee

Accept payment for goods, make change, and issue receipts

Identify, investigate and deal with customer issues accordingly

Support Retail Store Pick-Up (RSPU) by helping them with the receipt of goods from truck; and process customer pick-up

Perform specialized transactions like Outdoor School sign-ups, special orders, store mail-outs and special ticket sales

Maintain customer hold area by keeping the area organized and removing items that are beyond the hold dates

Process damaged goods in line with store policy. This may involve moving and pricing the item, or taggingI am a very well-spoken individual, with strong leadership skills. I believe that these skills will be beneficial to me in the working environment. I interact well with people and am very proactive, which propels me to finish tasks speedily and give one hundred percent of my effort in all my work.

I work well under pressure, which helps me to meet all my deadlines and am also organised. I always strive to plan ahead, so as to ensure that I allow enough time to complete all tasks at hand.

I am very goal driven and self-motivated, which I know will be a requirement necessary in the competitive community. I always use my initiative and have a reputation for being a reliable person.

Employer: Capitec Bank

Duration: 27 September 2018– May 2019

Address: Belleville

Position Held: Direct Loan Agent

Core Duties

Contacting clients after doing an online application

Discussing the clients reason for the application

Requesting documentation and sending it through to be verified

Doing employment checks

When and if the application is successful, contact client and read the contract, then disburse the money.

Send client confirmation letter and copy of the contract agreement

Employer: Metropolitan

Duration: May 2019 – Present

Address: MMI Holdings Bellville

Position Held: Financial Advisor

Core Duties

Sales and business development

Prospect new business -- identify new and untapped client bases, develop a plan to connect with potential clients; build new referral sources; generate referrals from existing clients

Build contacts with potential clients, either through door-to-door or cold calling strategies, in order to set-up initial meetings.

Negotiate the terms of service agreements with clients in order to gain their business

Hold public educational seminars to inform groups/individuals about personal finance

Develop a reputation and market profile with both internal and external contacts by demonstrating expertise and commitment to client services

Client relationship management

Establish regular contact with clients to discuss investment portfolio status, new financial products, services, market developments or changes to legislation that may affect their savings and investments

Working with clients, adapt and modify client portfolios as required

Maintain accurate client files with all relevant client information

Ensure safekeeping of all paper and electronic documentation relating to all transactions; maintain confidentiality of client information

Provision of financial planning advice

Establish rapport and trust with clients, engage in deep conversations to understand and analyze clients’ financial and life goals, current and ideal financial circumstances and level of risk tolerance in order to recommend relevant products and services and develop appropriate financial planning strategies

Analyze information on financial products and market trends and be able to provide informed advice on products best suited to individual client needs

Read trade publications, journals and websites to remain current with financial trends and regulatory requirements

Educate clients on different product offerings, relating the benefits and risks associated with them to the client’s specific financial goals

References

Taryn Van Den Heever: 021-***-**** - Store Manager Truworths

Anthea Tommy: 082-***-**** – Branch Manager Old Mutual

Raquel Burgess: 079-****-*** – Manager Amazon

Kim Croeser: 082-***-**** – Team Leader

Medwin Martin : 082-***-**** - Branch Manager



Contact this candidate