Enjoyed working as an independant financial advisor
Independent Financial Advisor (Former Employee) – Nelspruit, Mpumalanga – 5 November 2018
Canvassing new clients, Cold Calling, Marketing and Promotions,
Gathering of Information and Determining Financial Needs and seek a Solution for the client, arrange meetings at cooperate companies for marketing purposes. Organize Sponsored events at schools and the local Art Festival Innibos. Organizing Socials for team building reasons. I was responsible for business development and networking, develop and manage client relationships.
Concluding of business; Account Management; Excellent Human Relationships; Liaising with the Clients; Financial Analyses; Yearly Financial Planning; Honesty and Integrity; On-going professional development. As a Financial Advisor you need to be Highly Motivated at all times and identify opportunities and be able to take up great Responsibility. If you do not have Self-Discipline your business cannot flourish. I did well under Pressure and enjoyed working Independently. Extreme target driven position
you have to pay back lapses.