Musa Nciweni
@musanciweni
Financial Advisor at Metropolitan who assessed clients’ needs and recommended life insurance and funeral cover by phone.
South AfricaWhat I'm looking for
At Metropolitan, I conducted telephonic Financial Needs Analyses and recommended life insurance and funeral cover solutions. I handled inbound and outbound calls, explained products and compliance requirements, and supported clients after the sale.
At Capitec Bank, I supported clients in branch and through phone and digital channels, resolving complex issues and assisting with account services and financial product enquiries. Earlier, at African Bank, I handled customer enquiries and complaints, discussed relevant financial products, and documented interactions in the CRM.
Experience
Work history, roles, and key accomplishments
Tele-Channel Financial Advisor
Metropolitan
Mar 2026 - Jul 2026 (4 months)
Conducted end-to-end telephonic Financial Needs Analyses to assess client requirements and recommend tailored life insurance and funeral cover solutions. Managed high-volume call flows and consistently met monthly targets for talk time, conversion rates, and premium production.
Delivered professional customer support across in-branch, phone, and digital channels, resolving complex issues and assisting with deposits, account services, and financial product enquiries. Maintained high service satisfaction and supported operational procedures including reconciliation and drop safe processes.
Call Centre Agent
African Bank
Feb 2012 - Jan 2013 (11 months)
Delivered high-quality customer service and financial advisory support in a high-volume tele-channel environment, handling inbound and outbound calls. Evaluated customer financial needs to cross-sell and up-sell products, resolved complaints, and maintained strict adherence to financial regulations.
Education
Degrees, certifications, and relevant coursework
University of South Africa (UNISA)
Bachelor of Education, Foundation Phase Teaching
2026 -
Pursuing a Bachelor of Education in Foundation Phase Teaching, currently ongoing.
Cornerstone Performance Solutions
National Banking Certificate (NQF Level 5), Banking
2022 - 2023
Completed the National Banking Certificate (NQF Level 5) from June 2022 to June 2023.
Ikusasa Comprehensive School
National Senior Certificate (NQF Level 4), General
2009 -
Completed the National Senior Certificate (NQF Level 4) in 2009.
Great Learning Academy
Introduction to Digital Marketing, Digital Marketing
Completed an Introduction to Digital Marketing course in June 2024.
Teacher Record
TEFL Certificate, Teaching English as a Foreign Language
Completed a TEFL Certificate in March 2026.
Tech stack
Software and tools used professionally
Availability
Location
South AfricaAuthorized to work in
Salary expectations
Social media
Job categories
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