Lunga

Inbound & Outbound Sales and Service Consultant

Delivered compliant financial advice and intermediary services across specialized product portfolios, including Long-Term Insurance (Subcategory B1-A) and short/long-term deposits, under FAIS regulatory standards.. Consistently hit 115% of monthly sales targets, averaging 44+ successful sales per month.. Maintained, systematically audited, and updated secure client data profiles using advanced CRM platforms (Microsoft D365, XDS); achieved a 98% data accuracy rate.. Maintained 100% adherence to FAIS, FICA, and POPIA regulations across all advisory and transactional workflows.. Managed high-volume workflows (80+ calls/day) with an 88% First Call Resolution (FCR) rate and a 96% Quality Assurance (QA) score.. Resolved high-level customer complaints and escalations, sustaining a consistent 95% client satisfaction rating.