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Part-Time Financial Advisor
Sales and customer service professional who closes deals through empathy, responsiveness, and KPI focus.
South AfricaPart-Time Financial Advisor at Old Mutual Group
Identifies new business opportunities and supports client retention by building trusting client relationships. Analyzes client issues, collects supporting documents for policy commencement, and calculates accurate client invoices.
SalesProblem AnalysisDocuments
Assists students with English speaking, reading, and writing goals. Assesses students and researches/creates lesson plans.
Student AssessmentLesson PlanningResearch And AnalysisCommunication Skills
Served as a customer service and sales consultant for a health product and supplement company. Sent correct invoices, processed orders and refunds, managed account queries, and advised customers on product and bundle options.
Customer ServiceSalesInvoicingOrder ProcessingRefundsAccount ManagementCustomer EducationIssue Resolution
Prospected sellers, advertised properties, and supported property sales. Evaluated property values (including per square meter calculations), coordinated seller photo-taking, arranged buyer viewings, and advised clients on buying and selling requirements.
ProspectingProperty ValuationPer Square Meter PricingLead QualificationSales Support
Managed contract customers’ mobile phone and data accounts, including pro-rata bill calculations to ensure correct invoicing. Collaborated cross-functionally to resolve logged tickets, log/escalate queries, and support customers with airtime credit, data packages, and internet activation.
Customer SupportAccount ManagementPro Rata BillingTicket ResolutionCross Functional CollaborationAirtime Credit
Processed detailed claims and invoices for doctors, allied partners, hospitals, and patients to ensure funds were paid to relevant parties. Managed and qualified customers for lower-budget plans, handled administrative updates, activated memberships, and troubleshot difficult client issues with escalation when needed.
Claims ProcessingInvoice ProcessingQualifying CustomersAdministrative Data UpdatesTroubleshootingCustomer SupportEscalation Management
Pursuing a Bachelor of Arts in Communication Science at UNISA.
Completed Grade 12 (Matric Certificate).