JHJerome Herman
@jeromeherman
Experienced financial advisor with a strong background in customer service.
South AfricaWhat I'm looking for
I am a dedicated financial advisor with extensive experience in financial planning and investment advice. My journey began at Old Mutual South Africa, where I honed my skills in understanding client needs and implementing tailored financial plans. I take pride in building lasting relationships with clients and providing proactive financial services that align with their goals.
After my tenure at Old Mutual, I transitioned to debt collection at Absa Bank, where I developed strong negotiation skills and a keen ability to address discrepancies and customer complaints. My career continued to evolve as I took on a sales representative role at Beyond Africa Distribution, where I excelled in sourcing products and enhancing customer service. Currently, I am an independent travel agent and a freelance marketing agent, helping small businesses generate leads effectively.
Experience
Work history, roles, and key accomplishments
Independent Travel Agent (USA)
Asap Tickets
Jun 2025 - Present (2 months)
Provided customer service as an independent travel agent. Assisted clients with travel arrangements and inquiries.
Marketing and Leads Agent
Freelance
Nov 2024 - Present (9 months)
Generated approximately 1000 leads per month for small businesses. Developed and implemented strategies to acquire new potential customers.
Sales Rep
Beyond Africa Distribution
Apr 2012 - Present (13 years 4 months)
Sourced products and negotiated deals with suppliers, while also providing excellent customer service and following up with potential clients. Conducted market research, attended product launches, and developed marketing strategies.
Debt Collection
Absa Bank
Sep 2010 - Present (14 years 11 months)
Located and contacted debtors to negotiate suitable payment plans for outstanding debts. Maintained accurate records of all communications and monitored payment histories to ensure adherence to repayment plans.
Financial Advisor
Old Mutual South Africa
Mar 2008 - Present (17 years 5 months)
Provided financial planning and retirement planning to clients, offering investment advice tailored to their goals and budget. Identified financial needs, implemented comprehensive financial plans, and built strong client relationships.
Education
Degrees, certifications, and relevant coursework
Oval North High
Grade 12, General Studies
Completed secondary education, focusing on a broad curriculum to prepare for further studies or the workforce.
Stanford College
NQF Level 4 Certificate, Information Technology
Acquired foundational knowledge and practical skills in Information Technology, covering key areas relevant to the IT industry.
Damelin College
Certificate, Business Management
Completed a program in Business Management, gaining essential skills in business operations, strategy, and administration.
Tech stack
Software and tools used professionally
Availability
Location
South AfricaAuthorized to work in
Job categories
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