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Financial Advisor at Assupol Life
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Competencies
Expert in providing personalized financial advice to meet client needs and goals.
Skilled in conducting health education sessions and promoting health awareness within communities.
Proficient in building and sustaining strong client relationships for business growth.
Experienced in managing client databases and ensuring data accuracy for operational efficiency.
Demonstrated ability to meet and exceed sales targets through active customer engagement.
Education
Languages
Summary
Versatile professional combining financial advisory expertise with community health mobilization skills. Adept at building client relationships, providing tailored advice, and promoting health awareness in diverse settings.
Key Achievements
- Secured new business opportunities through proactive prospecting activities.
- Built and maintained strong, long-term client relationships, enhancing customer loyalty.
- Provided tailored financial advice, leading to improved client financial well-being.
Experience
Financial Advisor
Conduct prospecting activities to identify and secure new business opportunities.. Build and maintain strong long-term customer relationships.. Provide tailored financial advice aligned with client needs and product offerings.. Maintain customer loyalty through professional and dedicated service.
Mobiliser
Conducted health promotion and education sessions on PrEP, TB, HTS, and HIV awareness.. Promoted HIV testing benefits and PrEP adherence within communities.. Performed school outreach visits to mobilize participation in health programs.. Collaborated with stakeholders to strengthen education access and emergency support initiatives.. Worked effectively under pressure in diverse community environments.
General Assistant
Provided cleaning and maintenance services across offices, corridors, boardrooms, and facilities.. Swept, scrubbed, waxed, vacuumed, and shampooed floor surfaces.. Cleaned walls, windows, doors, kitchens, utensils, and appliances.. Managed waste disposal and maintained sanitation standards.. Reported faulty equipment and monitored supply requirements.
Data Capture & Driver
Managed client databases and coordinated cluster administration.. Performed clerical duties and maintained accurate records.. Liaised with stakeholders regarding operational requirements.. Transported staff and medical supplies safely and efficiently.
Sales Representative / Driver
Achieved daily and monthly sales targets through active customer engagement.. Delivered goods and collected payments from customers.. Managed pricing, labeling, stock presentation, and housekeeping duties.
General Assistant & Driver
Performed stock-taking and equipment preparation for operations.. Compiled quotations, financial reports, and payment orders.. Provided transport services for staff and clients.