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Roelien VICKERS

@roelienvickers

Results-driven sales and customer service professional with financial services expertise.

South Africa
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What I'm looking for

I seek a sales or customer-service role in financial services where I can drive revenue, manage client onboarding, and grow professionally within a collaborative, compliance-focused team.

I am a results-driven sales and customer service professional with hands-on experience in financial services, lead generation, and client relationship management. I consistently convert leads into sales through high-volume outbound calling and persistent follow-up.

I have processed credit applications, verified client documentation for compliance, and maintained detailed CRM records to ensure smooth application pipelines and successful onboarding. I deliver regulatory disclosures accurately while supporting clients through the application lifecycle.

My background includes meeting and exceeding call and lead-transfer targets, resolving customer inquiries, and managing point-of-sale transactions in fast-paced environments. I bring strong communication, attention to detail, and multitasking skills to every role.

I am eager to leverage my sales expertise and financial-services knowledge to drive revenue growth and enhance customer satisfaction, and I am willing to relocate to pursue the right opportunity.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

TE

Teneo Online Education

Grade 12, Secondary Education

2024 - 2024

Completed Grade 12 studies remotely through Teneo Online Education and rewrote several subjects, awaiting final results in January 2026.

BA

Bastion

Grade 11, Secondary Education

2020 - 2022

Attended Bastion in Krugersdorp and completed education from Grade 8 through Grade 11.

Tech stack

Software and tools used professionally

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Roelien VICKERS - Financial Advisor - BPO Group | Himalayas