THATO PERTUNIA GAREKOE
@thatopertuniagarekoe
Motivated Financial Advisor with strong customer service and analytical skills.
South AfricaWhat I'm looking for
I am a dedicated Financial Advisor with extensive experience in client relations and customer service. My journey began at OUTsurance, where I excelled in the Facility Review Department, proactively retaining clients and reselling financial products. My ability to draft clear correspondence and monitor market trends has enabled me to provide timely and effective advice, fostering strong relationships with clients through excellent communication and service.
Throughout my career, I have developed a robust skill set that includes data analysis, teamwork, and critical thinking. My previous roles as a Pre-Qualifier Advisor and Administration Clerk have further honed my organizational abilities and attention to detail. I thrive in collaborative environments and am recognized for creating supportive spaces that encourage meaningful interactions. I am currently enhancing my skills through an online course in Artificial Intelligence, which complements my financial advisory expertise.
Experience
Work history, roles, and key accomplishments
Advisor
OUTsurance
Jan 2020 - Aug 2024 (4 years 7 months)
As an Advisor in the Facility Review Department, I proactively retained clients and resold financial products. I drafted correspondence for clients, monitored market trends, and developed strong client relationships through excellent customer service.
Pre-Qualifier Advisor
OUTsurance
Jul 2017 - Nov 2019 (2 years 4 months)
In the role of Pre-Qualifier Advisor, I engaged in cold calling clients from other insurance companies to generate new business. I was target-driven and focused on building a client base.
Administration Clerk
Dephethogo Trading and Botlhabatsati
Feb 2016 - Jun 2017 (1 year 4 months)
As an Administration Clerk, I managed company finances, set up meetings, and performed general office duties. I preserved files, collaborated with departments, and prepared financial reports for management.
Education
Degrees, certifications, and relevant coursework
AAALX Africa
Career Essentials, Artificial Intelligence
2023 - 2025
Currently enrolled in the Artificial Intelligence Career Essentials course, focusing on foundational knowledge and skills in AI applications and technologies.
OUTsurance
RE (Regulatory Examination), Financial Advisory
2021 - 2021
Completed the Regulatory Examination for the Financial Advisory and Intermediary Sector, ensuring compliance with industry standards.
New Vision Secondary School
Matriculation Certificate, General Education
2009 - 2012
Achieved Matriculation Certificate with subjects including English, Afrikaans, Accounting, Business Economics, Mathematics, and Economics.
Tech stack
Software and tools used professionally
Availability
Location
South AfricaAuthorized to work in
Job categories
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