Open to opportunities

Lifted User

@lifteduser

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Results-driven professional with over 10 years of experience in financial services and entrepreneurs

South Africa

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What I'm looking for

Seeking a challenging role in financial services or entrepreneurship where I can leverage my skills in sales development, team leadership, and business growth to contribute to organizational success and foster a positive company culture.

I am a driven and entrepreneurial individual with over a decade of experience in financial services and business development. My career has been marked by significant achievements, including winning multiple sales awards and successfully leading teams to meet and exceed financial targets.

In my corporate roles, I have excelled as a Sales Development Manager and Financial Adviser, consistently delivering results and building strong client relationships. My entrepreneurial ventures have involved founding and managing companies that supply goods to government entities through tenders, showcasing my ability to identify and capitalize on business opportunities.

I hold a Bachelor of Economics degree and various professional certifications, which have equipped me with a strong foundation in financial management, compliance, and business development. I am passionate about mentoring teams, driving business growth, and contributing to charitable causes.

Experience

Work history, roles, and key accomplishments

Current

Founder

Current

The Shekinah Group

Jul 2020 - Jun 2024 (3 years 11 months)

Founded a company supplying goods to government entities through tenders. Maintained productivity by creating new business opportunities and processed enquiries and official tenders promptly.

Tender Management Business Development Procurement Sales Negotiation Compliance Project Management Communication

Sales Development Manager

Sanlam

Feb 2016 - Jul 2020 (4 years 5 months)

Created new business opportunities by developing financial advisers, conducting sales readiness training, and ensuring compliance with regulatory standards. Managed onboarding and training for new financial planners.

Sales Training Business Development Compliance Relationship Management Team Leadership Customer Service Recruitment Project Management Communication

Trainee Manager

Sanlam

Apr 2015 - Apr 2016 (1 year)

Participated in a management training program, recruited and trained new financial advisers, and managed escalated customer complaints while shadowing experienced managers.

Recruitment Sales Presentations Customer Service Team Collaboration Communication Problem Solving Conflict Resolution

Sales Manager

Metropolitan Life

Apr 2014 - Jan 2015 (9 months)

Sourced and recruited new financial advisers, monitored their performance, and reported sales achievements while ensuring compliance with FAIS requirements.

Sales Management Recruitment Performance Monitoring Stakeholder Management Compliance Reporting Business Development Team Leadership Communication Problem Solving

Financial Adviser

Liberty Life

Apr 2012 - Apr 2014 (1 year 11 months)

Built and maintained client relationships while achieving sales targets and addressing customer service requests within defined service levels.

Client Relationship Management Sales Customer Service Portfolio Management Communication Problem Solving Compliance Reporting Negotiation

FICA Consultant

Investec

Aug 2010 - Dec 2011 (1 year 4 months)

Acquired and verified FICA documents for clients, ensured compliance with banking policies, and managed client database accuracy.

FICA Compliance Risk Management Customer Service Database Management Communication Problem Solving Regulatory Compliance Reporting

Lead Generator

Platinum Life

Feb 2010 - Jul 2010 (5 months)

Generated leads for financial products, contributing to sales growth and client acquisition.

Lead Generation Sales Communication Market Research Relationship Building Data Entry Time Management Teamwork

Intern

PPS

Mar 2009 - Feb 2010 (11 months)

Assisted in various departmental tasks, gaining exposure to the financial services industry and developing foundational skills.

Financial Services Team Collaboration Communication Time Management Data Entry Customer Service Learning Agility Problem Solving

Education

Degrees, certifications, and relevant coursework

Moonstone

National Credit Act (NCA) CARD, Financial Services

2020 - 2024

Completed the National Credit Act (NCA) CARD for FNI, focusing on compliance and regulatory frameworks within the financial services sector.

PSG Consult

Wealth Management Certificate, Wealth Management

2012 - 2012

Achieved a Wealth Management Certificate (NQF 5), enhancing skills in financial planning and investment management.

Moonstone

RE5 Certificate, Financial Services

2008 - 2008

Obtained the RE5 Certificate, which is essential for financial services professionals in South Africa.

Rhodes University

Bachelor of Economics, Economics

2002 - 2005

Completed a Bachelor of Economics with a focus on Management and Commercial Law. Developed a strong foundation in economic principles and their applications in business.