Tebogo Motau
@tebogomotau
Financial advisor with expertise in estate planning and client solutions.
South AfricaWhat I'm looking for
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
Financial Advisor
Execumed Brokers
Feb 2024 - Present (1 year 4 months)
Providing strategic financial advice and products for clients, including drafting wills and setting up presentations. Responsible for creating leads and traveling to offer tailored financial solutions.
Financial Advisor
Future Green Dot
May 2023 - Jan 2024 (8 months)
Assisted clients with estate planning and long-term insurance policies. Drafted wills and conducted needs analysis to provide appropriate financial solutions.
Service Specialist
Momentum Retail (Myriad)
Mar 2020 - Jul 2022 (2 years 4 months)
Engaged with clients and intermediaries to resolve product-related queries, ensuring compliance with service level agreements and legislative requirements.
New Business Executive
MG Group (MG Cards)
May 2018 - Nov 2018 (6 months)
Provided business finance solutions, managed accounts, and initiated relationships with decision-makers through various networking methods.
Inhouse Sales Consultant
African Bank
Feb 2018 - Jan 2018 (-1 years 11 months)
Captured loan and credit card applications, handled client queries, and engaged in cross-selling to enhance client relationships.
Inbound Long Term Insurance Sales
Telesure Group / 1Life Insurance
Apr 2015 - Sep 2017 (2 years 5 months)
Sold life insurance options to inbound leads, provided administrative support to policyholders, and managed client service inquiries.
Education
Degrees, certifications, and relevant coursework
AAAAA 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.
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
Availability
Location
South AfricaAuthorized to work in
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