Financial Advisor Sales Consultant
Resume:
Jannie Burness
Sales Manager
Personal
Information:
Full Name:
Jan Karel Burness
ID Number:
810-***-**** 08 4
Nationality
South African
Marital Status:
Single
Dependants:
0
Drivers Licence:
Code 08
Languages
English (Fluent)
Afrikaans (Fluent)
Contact Information:
Cell Phone Number:
Email Address
adnau6@r.postjobfree.com
Physical Address:
225 Albertus Str,
No 65 Mount Grace Complex,
La Montagne,
Pretoria
I am committed to building a successful career
and in addition to being a team player, I am
always up for a challenge, doing everything to the best of my ability. I always give 100% and in doing so, work towards being an asset to any employer.
I am an enthusiastic go-getter not afraid to knock on doors, make cold calls, and drink plenty of
coffee in the name of making the sale or ensuring
my team performs up to standard. I am looking for
a position that can further develop my career and
professional skill set.
Employment History:
Team Manager @ King Price Insurance
2018 - Present
Duties and Responsibilities include but are not
limited to:
• Manage the sales team
• Meeting set KPI’s
• Handling of HR and Disciplinary Matters
• Training and Coaching teams
• Quality Assurance Audits
• Managing supervision files for consultants
still working under supervision
Sales Consultant @ King Price
Insurance
2016 - 2018
Duties and Responsibilities include but are not
limited to:
• Educate clients on products
• Reach sales targets as an individual as well
as part of a team
• Generate leads
• Discover how to market new products to
new clients
• Demonstrate advanced sales Knowledge
adnau6@r.postjobfree.com
Education:
Voortrekker Hoogte
Matric/Grade 12
2000
Subjects:
Afrikaans
English
Mathematics
Industrial Electronics
Computer Principles
Logic Systems
N5 Electronics
Computer Literacy:
Microsoft Office Word
Microsoft Office Excel
Microsoft Office PowerPoint
Microsoft Office Outlook
Financial Advisor @ Outsurance
2015 - 2016
Duties and Responsibilities include but are not
limited to:
• Meet sales targets
• Meet KPI requirements
• Lead Management
• Handle and overcome obstructions
• Help clients plan for their short-term and
long-term financial goals
• Answer client questions about plans and
strategies and giving financial advice.
• Review client accounts and plan regularly
• Analyzing financial data received from
clients.
• Preparing or interpreting financial document
summaries.
Sales and Marketing @ Virgin Active
Gym
2014-2015
Duties and Responsibilities include but are not
limited to:
• Engages in superior customer service by
making information readily available.
• Persists in sales even in the face of failure.
• Demonstrates products and services as
deemed necessary by clients and
management.
• Schedules appointments and meetings as
necessary.
• Answers questions from clients
• Finds ways to sell products in the face of a
down market
• Research client base to find new types of
customers and sells to them accordingly
adnau6@r.postjobfree.com
Skills:
Quality orientated
Target driven
Enthusiastic and
passionate
Adaptable
Integrity
Interpersonal and
communication skills
Selling and negotiation
skills
Customer service
oriented
Negotiation
Motivation
Coaching
Relationship Building
Working under pressure
Organized
Recruiting and Hiring
Delegation
Analytics
Strategic planning Ability
Delegation
Key Accounts Man @ Trison (Pty) Ltd
2012 - 2014
Duties and Responsibilities include but are not
limited to:
• Develop trust relationships with a portfolio of
major clients to ensure they do not turn to
competition
• Acquire a thorough understanding of key
customer needs and requirements
• Expand the relationships with existing
customers by continuously proposing
solutions that meet their objectives
• Ensure the correct products and services
are delivered to customers promptly
• Serve as the link of communication between
key customers and internal teams
• Resolve any issues and problems faced by
customers and deal with complaints to
maintain trust
• Play an integral part in generating new sales
that will turn into long-lasting relationships
• Prepare regular reports of progress and
forecasts to internal and external
stakeholders using key account metrics
Sales Consultant @ Virgin Active Gym
2010 - 2012
Duties and Responsibilities:
• Sell the services and solutions that the
company/manufacturer offers
• Maintain and grow a strong client base
• Find new business opportunities and
maintain a healthy pipeline for future deals
• Respond to new and current client base
regarding complaints and service inquiries
• Be a “brand ambassador” that represents
the company’s brand and values
adnau6@r.postjobfree.com
Other Qualifications
and Certifications:
Moonstone Business
School of Excellence
CPD: Introduction to Ethics
2021
Moonstone Business
School of Excellence
CPD: TFC: Unpacking what
it means
2021
Moonstone Business
School of Excellence
Introduction to short term
insurance
2021
INSETA
FETC: Short Term
Insurance NQF L4
2020
Moonstone Business
School of Excellence
RE5 Regulatory
Examination:
Representatives in all
Categories of FSPs
2018
Sales Representative @ Quali Tools
2009-2010
Duties and Responsibilities:
• Generating leads
• Meeting or exceeding sales goals
• Negotiating all contracts with prospective
clients
• Helping determine pricing schedules for
quotes, promotions, and negotiations
• Preparing weekly and monthly reports
• Giving sales presentations to a range of
prospective clients
• Understanding and promoting company
programs
• Maintaining client records
• Answering client questions about credit
terms, products, prices, and availability
Sales Representative @ Hydro Scapes
2007 - 2009
Duties and Responsibilities:
• Generating leads
• Meeting or exceeding sales goals
• Negotiating all contracts with prospective
clients
• Helping determine pricing schedules for
quotes, promotions, and negotiations
• Preparing weekly and monthly reports
• Giving sales presentations to a range of
prospective clients
• Understanding and promoting company
programs
• Maintaining client records
• Answering client questions about credit
terms, products, prices, and availability
Contact this candidate