Open to opportunities

Simphiwe petunia

@simphiwepetunia

Message

I am an experienced sales leader delivering client-focused financial services and consistent revenue growth.

South Africa

Message

What I'm looking for

I seek a client-focused sales leadership role in financial services where I can coach teams, drive revenue, ensure compliance, and grow professionally.

I am a results-driven sales leader with extensive experience managing branch operations and sales teams in financial services. I have led daily branch operations and overseen teams of sales consultants to deliver strong client satisfaction and sales performance.

In my most recent role as Branch Manager, I implemented coaching, performance monitoring, and sales strategies that improved outcomes and maintained operational compliance until the company's closure. Previously, as a Sales Team Leader and Sales & Marketing Consultant, I consistently exceeded sales targets and built lasting client relationships.

I hold the RE5 Regulatory Examination and an NQF Level 4 in Office Administration, and I earned Star Broker certificates for top performance. I combine CRM and data-entry proficiency with telephonic sales, upselling, and conflict-resolution skills.

I am motivated to lead teams, drive revenue growth, and optimize client service in a stable financial services environment where I can continue to mentor staff and deliver measurable results.

Experience

Work history, roles, and key accomplishments

Branch Manager

Monarchy Financial Solutions

Apr 2023 - Apr 2025 (2 years)

Led daily branch operations and managed a team of sales consultants, implementing coaching and sales strategies that improved performance and client satisfaction. Maintained compliance and operational efficiency until the company's closure.

Sales Leadership Team Management Coaching Sales Strategy Client Relations Compliance CRM

Sales Team Leader

Monarchy Financial Solutions

Jul 2021 - Mar 2023 (1 year 8 months)

Supervised and mentored a team of sales agents to improve client acquisition and retention, consistently exceeding sales targets. Trained new hires and implemented quality control processes to raise team performance.

Team Leadership Sales Coaching Training Performance Monitoring CRM Quality Control

Sales and Marketing Consultant

Oaksure Financial Services

Feb 2017 - Jan 2020 (2 years 11 months)

Sold financial products to new and existing clients via outbound calls and marketing campaigns, building relationships and ensuring service satisfaction. Maintained accurate client data and followed up on leads to contribute to departmental success.

Sales Telemarketing Client Relationship Management Lead Generation CRM Data Entry Upselling Marketing Campaigns

Office Administrator (Intern)

Gourton Bridge Primary School

Jan 2016 - Jan 2017 (1 year)

Performed administrative duties including filing, photocopying, data entry, call handling, and scheduling to support smooth school operations. Maintained organized records and assisted staff with daily office tasks.

Administrative Support Data Entry Scheduling Time Management