Similo - Financial Advisor with 5+ years in Insurance & Client Management

Midrand, Gauteng, South Africaen

Managed client portfolios, identified gaps, and formulated financial solutions within legislative compliance.

Generated new business by assessing client needs, making presentations, and closing policies effectively.

Published on CazVid

Summary

Dynamic professional with over 5 years in financial planning, client management, and sales within the insurance sector. Skilled in developing tailored solutions, managing portfolios, and ensuring compliance. Adept at building strong client relationships and contributing to business growth.

Key Achievements

Reported regularly to management, ensured documentation accuracy, and maintained client database for operational efficiency.

Skills

Financial PlanningAdvanced

Developed tailored financial solutions and managed client portfolios in a compliance-driven environment.

Client ManagementAdvanced

Engaged clients through needs assessment, follow-ups, and maintaining accurate client records.

Sales & MarketingIntermediate

Prospected, presented, and closed insurance policies, contributing to business growth.

Communication & ReportingIntermediate

Provided regular updates to management, ensuring clarity and compliance in client interactions.

Technical Skills

Experience

Financial Advisor

Old Mutual

February 2012 - March 2014

Identify potential life, health, wealth and commercial and domestic short term clients, Make appointments or feed leads to telemarketer to make appointments, See clients and gather information / assess client needs to do quotes, Forward information to Admin staff to do quotes, Receive quotes and...