Sales & Operations Professional in Fintech & Insurance

Abigail Ferreira

082-***-**** I ******************@*****.***

Bedfordview, Johannesburg

Sales and operations professional with 4+ years of experience in the fintech and insurance industry. Skilled in full-cycle sales, policy administration, client relationship management, and operations and finance-related administration, with a proven ability to drive revenue growth through strategic selling, cross-selling and upselling, while ensuring regulatory compliance and consistently delivering exceptional service. Professional Experience

Business Development Sales Executive

Fintech Askari Insurance Solutions

(Registered FSP, Technology and Insurance Company) 2023- Present

• Executed the complete sales cycle, from sourcing leads to securing deals and maintaining client relationships.

• Pipeline and monthly forecast management.

• Engaged in client meetings, handled complex client objections and negotiations to secure deals

• Identified new business opportunities within existing client portfolios.

• Developed referral networks to generate additional leads.

• Prepare financially accurate quotations and invoices and oversaw credit control.

• Managed digital policy issuance, prepared confirmation letters, and delivered comprehensive after-sales and claims assistance.

• Increased revenue by executing effective cross-selling and upselling strategies as well as client retention.

• Accountable and responsible for achieving monthly sales targets.

• Collaborate with other branches to strategically convert qualified leads into closed customers.

• Monitored monthly policy renewals to ensure timely communication and continued coverage.

• Utilized CRM systems (ZOHO).

• Analysed sales performance data to optimize pipeline management.

• Initiative in after hour sales support.

• Maintained accurate client data in compliance with regulatory standards.

• Ensured compliance with regulatory standards by maintaining current CPD points, completing all required professional development hours.

Operational Administrative Assistant

Fintech Askari Insurance Solutions

(Registered FSP, Technology and Insurance Company) 2022 – 2023

• Maintain and update digital and physical records, ensuring data accuracy and compliance.

• Generate, compile, and analyse management and operational reports for senior management.

• Assist in policy issuance, renewals, and claims processing.

• Support the onboarding process, capturing client documentation and verifying completeness.

• Manage stock and office inventory.

• Coordinate internal communications and workflows across departments to ensure operational efficiency.

• Schedule and organize meetings, calls, and appointments for Operations Manager

• Assist in financial documentation, including invoices, quotations, and payment follow-ups.

• Track pending tasks and deadlines to ensure timely execution of operational processes.

• Ensure compliance with regulatory standards and company policies in all documentation and processes. Brand Representative / Promotional Model

RAMP Promotions, Tigerblush Promotions, REIGN Promotions & FineApple Promotions 2019 – 2021

• Represent the various brands professionally at events, activations, and promotional campaigns.

• Engage with potential customers to communicate brand messages, product benefits, and promotions.

• Demonstration of products or tutorials to educate and engage the audience.

• Collect and report customer feedback to marketing teams for campaign improvement.

• Distribute marketing materials, samples, or promotional merchandise.

• Maintain a positive brand image through professional appearance and behaviour

• Assist in social media content creation.

Education:

• Bachelor Of Commerce (BCom Degree)

(Partially Complete)

Eduvos Institute of Higher Education (2020 – 2023)

• Class of Business Course: Short-term Insurance Personal Lines & Commercial Lines Moonstone Business School of Excellence (2024)

• CPD points (Continuing Professional Development) Completed required hours to maintain professional compliance.

• RE5 Regulatory Exam – Expected 2026

• National Senior Certificate (Bachelors Pass)

Reddam House, Bedfordview (2019)

Technical Skills

Microsoft Office & Collaboration Tools:

Microsoft Excel, Word, PowerPoint, Outlook, Teams, OneNote, SharePoint, Power BI (basic) Google Workspace & Productivity Tools:

Google Docs, Sheets, Slides, Forms, Drive, JotForm, Word Processing CRM Software & Cloud-Based Platforms:

Cloud-based CRM software (e.g. Zoho)

Policy management and insurance portals for digital policy issuance, renewals, and claims processing Cloud file storage and document management systems Additional Tools & Platforms:

Virtual meeting tools: Zoom, Microsoft Teams

Digital forms and e-signature platforms: DocuSign, Adobe Acrobat

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