Experience

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  Direct financial solutions

  Feb 2006 - Jun 2009

  Proactive and results-driven sales manager manager with a track record of successfully leading a high-performing team of 35 outbound sales agents. Motivated by achieving production and profitability goals, I excel in coaching and developing my team to exceed targets. My expertise includes ensuring adherence to quality standards, analyzing comprehensive reports, and implementing performance management strategies. With a strong focus on setting and achieving daily and weekly targets, I take pride in maintaining a motivated and efficient team.Duties and responsibilities: • Strategic Planning: Develop and implement strategic sales plans aligned with organizational goals.• Sales Forecasting: Use historical data and market analysis to forecast sales trends and set realistic targets.• Recruitment and Training: Recruit, train, and onboard new sales team members, ensuring they are equipped with the necessary skills and product knowledge.• Performance Monitoring: Monitor individual and team performance against sales targets and KPIs..• Budget Management: Develop, manage, and monitor the budget for my sales department.• Sales Training Programs: Design and implement ongoing training programs to enhance the sales skills of the team.• Regulatory Compliance: Ensure that all sales activities adhere to relevant industry regulations and compliance standards.• Performance Reviews: Conduct regular performance reviews and provide constructive feedback to team members.• Sales Reporting: Generate and analyse sales reports to identify trends, opportunities, and areas for improvement.• Team Collaboration: Foster a collaborative and positive team culture, encouraging open communication and idea sharing.• Conflict Resolution: Address and resolve conflicts within the sales team or with clients in a professional manner.• Comprehensive Reporting: Prepare comprehensive reports for senior management detailing sales performance, challenges, and proposed solutions. Show less Leading and nurturing a high-performing team of 30 outbound sales agents within a dynamic call center environment. I am passionate about achieving exceptional results and driving the call center's production and profitability to new heights.My approach to leadership involves conducting daily general meetings, fostering open communication channels, and ensuring that the team's objectives align seamlessly with organizational targets. Through hands-on coaching and personalized one-on-one sessions, I empower each team member to unlock their full potential, ultimately leading to remarkable performance and surpassing targets.As a goal-oriented manager, I am committed to meticulously tracking individual and team performance, comparing results against set targets, and implementing strategic measures to continuously enhance productivity and effectiveness. My dedication to maintaining superior quality standards is unwavering, and I skillfully engage with stakeholders to explore innovative ways to increase production without compromising on qaulityWith a passion for motivating and guiding teams towards success, I am excited to contribute my expertise and leadership prowess as a Senior Sales Manager within your esteemed call center. My drive to inspire excellence and achieve outstanding outcomes aligns perfectly with the growth and success of your organization. Show less Successfully marketed and sold funeral and accident policies to a diverse client base across South Africa via telephone.Represented esteemed companies such as Metropolitan, AIG, and Channel Life, selling a range of products including Metropolitan funeral plans, AIG accident plans, Channel Life accident plans, and Regent life cover.Demonstrated exceptional communication and interpersonal skills.Thrived in high-pressure environments, continuously achieving sales targets while upholding stringent quality standards.Displayed adaptability and versatility, seamlessly transitioning and excelling in three different sales teams as the top-performing agent in each team.Key Achievements:2006: Recognized as the runner-up, securing the second position out of 600 outbound sales employees, with an impressive total of 787 confirmed insurance policies sold for the year.2007: Attained the top consultant position, ranking first among 600 outbound sales employees, and achieved an exceptional milestone of 1460 confirmed insurance policies sold for the year.Set unprecedented records for confirmed sales in a single day (38), week (88), and month (254), demonstrating a remarkable ability to excel in sales performance.2008: Earned the prestigious Pinnacle winner award, an esteemed recognition for outstanding sales performance, which resulted in an all-expenses-paid vacation to Phuket, Thailand.Received the Sales Excellence award in Phuket, Thailand, personally presented by Metropolitan Director Ray Potton.Reason for Departure:Received an internal promotion to the position of Evening Team Leader, leveraging my exceptional sales skills and leadership acumen to drive team success and achieve even greater milestones. 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  • Sales Manager

    Dec 2008 - Jun 2009

  • Outbound Sales Team Leader

    Mar 2008 - Dec 2008

  • Outbound Sales Consultant

    Feb 2006 - Mar 2008
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  Om financial planners

  Jun 2009 - Dec 2010

  Sales manager

  As a seasoned and results-oriented sales manager, I have successfully overseen and nurtured a team of 30 call center agents while ensuring their continuous growth and motivation. My expertise lies in interviewing, employing, and maintaining high-performing agents, fostering a culture of excellence and commitment to meeting individual and team targets. Additionally, I have a proven track record of providing comprehensive coaching on a range of short and long-term insurance products, equipping team members with the knowledge and skills needed for success.Key Achievements:Strategically led and coached the call center team on various insurance products, resulting in improved performance and customer satisfaction.Conducted regular coaching and quality checks, ensuring adherence to company procedures and objectives, and maintaining the highest standards of service delivery.Implemented effective product training initiatives to enhance the team's knowledge and expertise, contributing to a highly skilled and proficient workforce.Proactively ensured that individual and team targets were consistently met, optimizing call center productivity and overall performance.Successfully resolved complex customer complaints and inquiries, maintaining a high level of customer service and enhancing the company's reputation.Demonstrated strong leadership abilities by motivating and retaining staff, coordinating bonus and incentive schemes, and fostering a positive and collaborative work environment.Regularly conducted team meetings to provide direction, support, and inspiration, driving team members to achieve their full potential.Played a key role in vendor meetings alongside call center management and HR representatives, addressing production issues and facilitating continuous improvement.Overall, I bring a combination of leadership, industry knowledge, and commitment to excellence, making me an asset in driving the success of any sales operation Show less

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  Liberty group south africa

  Aug 2013 - Oct 2022

  Key Skills and Accomplishments:Distinguished in the art of wealth creation and protection, I meticulously conduct in-depth Financial Needs Analysis (FNA). This involves a nuanced examination of individual circumstances, allowing me to deliver meticulously tailored and needs-based recommendations. My expertise extends to the precision of gathering crucial information, scrutinizing financial objectives, assessing risk tolerance, and evaluating current financial standing. This mastery culminates in the development of highly strategic and bespoke financial plans, ensuring not just stability but a pathway to enduring prosperity.Crafting strategies that empower clients to achieve their financial goals and objectives, encompassing debt management, cash management, insurance coverage, and investments.Continuously monitoring the market for new products and staying updated with industry trends to enhance service offerings and provide cutting-edge solutions.Adapting financial strategies to address life changes and dynamic circumstances for clients, ensuring optimum performance and success.Exemplary customer service skills, handling client inquiries, complaints, and resolving issues promptly and efficiently.Maximizing the effectiveness of clients' portfolios by eliciting vital information and providing objective, professional advice.Committed to meeting all legislative requirements and maintaining accreditation to adhere to industry standards.Cultivating a long-term, profitable practice by building strong client relationships based on trust and transparency.Aiming to create and safeguard the financial security and wealth of clients, assisting them in achieving their financial aspirations.Professional Mission:To continuously strive for excellence in financial advisory services, promoting financial well-being and prosperity for clients through strategic planning, comprehensive analysis, and exceptional customer care. Show less

  • Senior Wealth Manager

    Aug 2013 - Oct 2022

  • Senior Wealth Manager

    Aug 2013 - Oct 2022
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  Fnb south africa

  Nov 2022 - now

  Private wealth advisor

  My role is to proactively develop, maintain and expand a portfolio of high net worth clients by building professional and personalized relationships and providing appropriate tailor made financial planning solutions through our 4 pillars of private wealth namely Transact- Lend - Invest & Insure to meet my clients financial needs an objectives with a purpose to increase there net asset value.Other Responsibilities • Sound working knowledge of Banking and Financial Services Regulatory requirements• Knowledge on wealth management creation and accumulation• Wealth protection and risk knowledge• Excellent project management skills and able to plan and organize work independently• Network with various internal departments to resolve clients issues.Strong managerial /leadership skills to get the best out of others and manage multiple tasks at once. • Proven track record in servicing a portfolio of High net worth clients and in acquisition of new relationships.• Excellent knowledge of global financial markets and current affairs• Ability to match client needs with appropriate product solutions• Sound knowledge of the Bank's risk and other mandates to ensure exercising good commercial judgment while representing the Bank's and the shareholders’ interests• Identify Local and Offshore fiduciary opportunities. • Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation• Provide appropriate banking and financial solutions across an allocated portfolio of clients• Develop, encourage and nurture collaborative relationships within FNB and/or across the FRG• Conduct client reviews and client engagements and market all financial services within the relevant business offering•Deliver internal and external customer service excellence through adherence to quality service standards• Achieve revenue and profit targets by growing portfolio base, providing independent holistic advice.Delegate work effectively Show less