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Michael F. — Mid-Level Sales and Customer Service Specialist from South Africa

Michael F.

Mid-Level Sales and Customer Service Specialist

South Africa 6+ years
Open to offersNew to Platform
Languages
EnglishAfrikaans
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About

Michael F. is an experienced professional with extensive expertise in sales and customer service support. His career has been distinguished by roles such as Business Consultant at Retail Capital and Financial Planner at multiple financial institutions including Absa Bank and Standard Bank. His work as a Business Consultant involves maximizing sales opportunities, handling SME financing, and initiating campaigns in partnership spaces. As a financial planner, he adeptly analyzes client needs, provides financial advice, and maintains market presence through active client engagement. He has also honed skills in problem solving, office administration, and conflict handling. Additionally, Michael's experience spans roles such as Group Scheme Consultant, Sales Consultant, and Team Manager, where he was responsible for team training and performance management. Michael holds diplomas in Financial Management and Call Centre Management, evidencing his commitment to professional development.

Experience

  • Call Centre Agent

    Retail Capital · 2020 — 2020
    Engaged with clients through calls and emails while managing incoming inquiries. Processed documentation and recorded data in databases. Scheduled appointments for Financial Services Advisors and aided SMEs in obtaining financing for their businesses.

  • Business Consultant

    Retail Capital · 2020 — Present
    Initiated and developed a new campaign targeting the medical sector. Proposed and executed outreach to medical professionals including doctors, dentists, and optometrists. Identified new business prospects while aiming to maximize sales through client interactions.

  • Financial Planner

    Absa Bank
    Sought out new business opportunities and assessed the needs of existing clients. Provided financial planning advice while applying product knowledge to fulfill market demands. Maintained regular communication with clients to ensure their needs were met.

  • Financial Planner

    Standard Bank
    Performed identical duties as Financial Planner at Absa Bank.

  • Group Scheme Consultant

    Virtus Financial Services
    Focused on generating leads and expanding the client base. Delivered corporate presentations and handled administrative responsibilities while implementing new strategies and services.

  • Sales Consultant

    Fastway Couriers
    Conducted the same responsibilities as outlined for the Financial Planner role.

  • Financial Planner

    Genesis Advisory Services
    Executed similar duties as a Financial Planner in prior roles.

  • Financial Planner

    Commlife Financial Services
    Fulfilled the same role and responsibilities as a Financial Planner in earlier positions.

  • Financial Planner

    Metropolitan Life
    Engaged in the same tasks as a Financial Planner, consistent with previous roles.

  • Team Manager

    Multichoice Africa (pty) Ltd
    Oversaw administration and the call center team comprising more than 15 staff. Focused on coaching and training team members, managing floor activities, and ensuring service level maintenance.

  • Financial Planner

    Old Mutual
    Carried out responsibilities akin to those of a Financial Planner as noted in previous entries.

Skills & Expertise

Finance and ManagementConsultingCall CenterCustomer ServiceSales

Education

  • Diploma - Call Centre Management
    Unisa · — — 2001
  • Diploma - Financial Management
    Damelin · — — 1998
  • Matric
    Pretoria

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