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Carmen-lee B. — Mid-Level Financial Sales Consultant from South Africa

Carmen-lee B.

Mid-Level Financial Sales Consultant

South Africa 1-2 years
Open to offersNew to Platform
Languages
EnglishAfrikaans
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About

Carmen-lee B. is an experienced Sales Consultant with a background spanning financial services and retail sectors, including roles at Direct Fin Solutions, Old Mutual Retail Mass, Bayport Financial Services, Woolworths Financial Services, RCSTM Personal Loans, and EXL Services. With a certificate in Executive Secretarial Studies from Achievers School of Business, Carmen-lee has applied advanced proficiency in business administration, customer service, and application processing within both face-to-face and telephonic environments. She has been responsible for converting prospects into clients, promoting diverse financial products such as loans and cards, and ensuring strict compliance with business processes and regulatory requirements. Carmen-lee demonstrates adaptability to evolving operational needs and maintains up-to-date knowledge of new technologies and procedures relevant to the industry.

Experience

  • Sales & Services Consultant

    EXL Services · 2022 — Present
    Provided professional customer service and efficiently processed applications while adapting to operational changes.
  • Sales Consultant (Cards)

    Woolworths Financial Services · 2017 — 2019
    Promoted various financial products and managed client interactions for smooth sales processes.
  • Sales Consultant (loans)

    RCSTM Personal Loans · 2015 — 2017
    Converted prospects into clients and maintained adherence to compliance regulations.
  • Sales Consultant (loans)

    Bayport Financial Services · 2012 — 2015
    Acted as a Direct Marketing Agent, promoting product offerings and liaising with clients in a face-to-face environment.
  • Sales Consultant

    Old Mutual Retail Mass · 2010 — 2011
    Engaged in the sales process and ensured compliance with company policies.
  • Sales Consultant

    Direct Fin Solutions · 2008 — 2009
    Delivered high-quality customer service to key customers, while processing applications effectively.

Skills & Expertise

Education

  • Matric (Grade 12)
    Blackheath Secondary School · — — 2003

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