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Tembela

Financial Advisor at Assupol Life

Contacto

Qonce, Eastern Cape, South Africa
Disponible en CazVid
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Competencias

Financial AdvisoryAdvanced

Expert in providing personalized financial advice to meet client needs and goals.

Community Health MobilizationIntermediate

Skilled in conducting health education sessions and promoting health awareness within communities.

Client Relationship ManagementAdvanced

Proficient in building and sustaining strong client relationships for business growth.

Data Management & CaptureIntermediate

Experienced in managing client databases and ensuring data accuracy for operational efficiency.

Sales & Target AchievementIntermediate

Demonstrated ability to meet and exceed sales targets through active customer engagement.

Educación

NQF Level 3–4 Studies
Stanford Computer & Business College
2005
Lovedale College
2003

Idiomas

English
IsiXhosa

Resumen

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.

Logros Clave

  • 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.

Experiencia

Financial Advisor

Assupol Life
2023 - 2026

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

Ginsberg Clinic
2022 - 2023

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

EMS – Vincent
2020 - 2022

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

Health On Site
2014 - 2019

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

Price & Pride
2010 - 2013

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

N&L Cleaning Services
2009 - 2010

Performed stock-taking and equipment preparation for operations.. Compiled quotations, financial reports, and payment orders.. Provided transport services for staff and clients.

Habilidades

Financial AdvisoryCommunity Health MobilizationClient Relationship ManagementData Management & CaptureSales & Target Achievement
Publicado en CazVid - 14 jun 2026
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