Jabulile Xaba
@jabulilexaba
Empathetic financial advisor with 6+ years in customer service.
What I'm looking for
I am an empathetic and results-driven professional with over six years of experience in customer service and sales. Currently, I serve as a Financial Advisor at Momentum, where I have developed a proven track record of resolving client concerns, building long-term relationships, and consistently exceeding service and sales targets. My expertise lies in digital communication, conflict resolution, and utilizing CRM tools to enhance client interactions.
In my role at Momentum, I have maintained a client satisfaction rating of over 95% while providing personalized financial guidance and solutions to a diverse client base. I pride myself on my ability to educate clients on products and services, ensuring they make informed financial decisions. I am now seeking a remote customer service role where I can leverage my people skills, problem-solving abilities, and financial expertise to deliver exceptional support.
Experience
Work history, roles, and key accomplishments
Financial Advisor
Momentum
Jan 2020 - Present (5 years 5 months)
As a Financial Advisor, I provide personalized financial guidance and support to clients, resolving concerns via phone, email, and virtual meetings. I maintain a high client satisfaction rating and consistently exceed sales targets while utilizing CRM tools to manage client portfolios.
Sales Consultant
Liberty Life
Mar 2017 - Dec 2019 (2 years 9 months)
In my role as a Sales Consultant, I delivered exceptional customer service while managing a sales pipeline for insurance and investment clients. I effectively resolved client inquiries and built long-term relationships that resulted in repeat business.
Education
Degrees, certifications, and relevant coursework
Your Institution
Diploma or Certificate, Finance / Business
Diploma or Certificate in Finance / Business.
Tech stack
Software and tools used professionally
Availability
Location
Authorized to work in
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