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Tebogo Motau

@tebogomotau

Financial advisor with expertise in estate planning and client solutions.

South Africa

What I'm looking for

I seek a role that offers growth opportunities and a collaborative company culture.

With a robust background in financial advisory, I have dedicated my career to guiding clients towards secure financial decisions. Currently, I serve as a Financial Advisor at Execumed Brokers, where I provide strategic advice on a variety of financial products, including wills and testaments. My role involves creating leads, setting up presentations, and traveling across the country to deliver tailored solutions to institutions.

Previously, I honed my skills at Future Green Dot, specializing in will drafting and estate planning. My experience at Momentum Retail as a Service Specialist allowed me to engage directly with clients, resolving queries and ensuring compliance with policy guidelines. I have a proven track record of building relationships and providing exceptional service, which has been instrumental in my success in the financial sector.

Experience

Work history, roles, and key accomplishments

Education

Degrees, certifications, and relevant coursework

AAA School of Advertising logoAA

AAA School of Advertising

Short Course, Advertising

2013 - 2013

Completed a short course in Copywriting for advertising media, focusing on the principles and techniques of effective advertising copy.

PS

Primrose Technical High School

Matriculation, General Education

2000 - 2004

Completed Matric with subjects including English, Afrikaans, Mathematics, Physical Science, Technical Drawing, and Building Construction.

Tech stack

Software and tools used professionally

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Tebogo Motau - Financial Advisor - Execumed Brokers | Himalayas