Open to opportunities

Thandeka Zuma

@thandekazuma

Message

Driven financial planner with a passion for client success.

South Africa

Message

What I'm looking for

I seek a role that fosters collaboration and offers growth opportunities in financial services.

As a driven, versatile young professional, I am dedicated to unlocking my full potential and confidently believe I can, I excel in any endeavor I pursue, I am a relentless performer. My diverse experiences have equipped me with valuable life lessons, which I actively apply across various roles. I am committed to hard work and continuous progression, striving to exceed expectations and embody the values of the organizations I represent. With a deep sense of pride and passion for my background and affiliations, I consistently reflect the core values of my family, educational institutions, and employers.

Experience

Work history, roles, and key accomplishments

Current

Billing Admin

Current

DR. MHLANZI ANESTHESIA

Jan 2024 - Present (1 year 5 months)

Managed patient quotations, submitted claims to insurance companies, and consolidated monthly revenue.

Claims

Sales Partner

RAWSON

Jan 2024 - Jan 2025 (1 year)

Prospected new clients through cold calling and sales initiatives to drive business growth.

Prospecting Cold Calling Sales

Virtual Patient Care Coordinator

RHODE ISLAND

Oct 2022 - Apr 2024 (1 year 6 months)

Onboarded new patients, scheduled appointments, verified insurance, and provided patient support for therapists and psychiatrists.

Scheduling Patient Support

Business Development

AMPLE DRIVE RISK SOLUTIONS

Jul 2022 - Apr 2023 (9 months)

Engaged stakeholders to enhance productivity and growth strategies, identified new markets, and recorded sales and revenue.

Strategic Sales

Virtual Sales Rep

TAGFI

May 2022 - Sep 2022 (4 months)

Engaged in email marketing, appointment setting, and cold calling to generate leads and support sales efforts.

Email Marketing Appointment Setting Cold Calling

Financial Planner

STANDARD BANK

Oct 2019 - Jan 2022 (2 years 3 months)

Delivered tailored financial advice on estate planning, insurance, and investments while driving sales and ensuring client satisfaction.

Financial Planning Estate Planning Insurance Investment Sales

Financial Planner

LIBERTY

Jul 2015 - Oct 2019 (4 years 3 months)

Provided comprehensive tailored financial advice regarding estate planning, insurance, investments, and client retention. Focused on driving sales and maintaining strong client relationships.

Financial Planning Estate Planning Insurance Investment Sales

Education

Degrees, certifications, and relevant coursework

University of South Africa

Bachelor of Commerce, Industrial & Organisational Psychology

2020 - 2024

Pursuing a BCom in Industrial and Organisational Psychology, focusing on the application of psychological principles in the workplace to improve employee performance and well-being.