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Pretty R. — Mid-Level Outbound Financial Advisor from South Africa

Pretty R.

Mid-Level Outbound Financial Advisor

South Africa 3-6 years
Open to offersNew to Platform
Languages
EnglishZuluXhosaTswanaSepediVendaTsonga
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About

Pretty R. is a dedicated Outbound Financial Advisor at Metropolitan Life, Midrand CC, since August 2021. She expertly guides clients through financial planning with a strong focus on achieving personal financial targets, staying abreast of market trends, and maintaining high client retention. Pretty excels in building and sustaining client relationships through credible and innovative financial advisory services. Her responsibilities include presenting financial planning sessions, addressing client queries and complaints, and reassessing client plans based on economic or life changes. Prior to this, she served as a Team Leader at Hollywoodbets, Pretoria Ibranch, where she collaborated closely with area managers, led mobile clerks, and ensured FICA compliance through promotions. Her solid background also includes experience as a Junior Rental Agent at Bidvest Car Rental, managing fleet and customer service operations. Pretty's educational foundation is a NQF4 Diploma in Travel and Tourism from Central Johannesburg College. Fluent in Sepedi and English, she demonstrates analytical and problem-solving ability, strong communication skills, and a commitment to customer service.

Experience

  • Outbound Financial Advisor

    Metropolitan Life · 2021 — Present
    Strive to achieve personal financial targets through effective planning and time management. Stay informed about client, competitor, and market trends to enhance client experiences. Conduct information-sharing sessions on financial planning topics to engage new business. Handle client complaints and queries with accuracy and timeliness while maintaining performance standards. Analyze situations carefully to make well-considered decisions. Build and maintain client relationships by presenting product offerings professionally. Manage telephonic engagements with clients according to legislation and internal processes. Guide clients through decision-making, showcasing product knowledge and customer centricity. Review client accounts regularly for necessary plan reassessments.
  • Team Leader

    HollywoodBets · 2017 — Present
    Collaborate within the team to achieve monthly targets and develop new promotions for Mobile Clerks. Facilitate promotional activities while ensuring FICA compliance. Work closely with Area Managers for promotional needs and jointly plan marketing campaigns. Provide ongoing training to Mobile Clerks while measuring promotion effectiveness. Manage staffing and performance of Mobile Clerks and understand customer needs. Offer daily operational support to Area Managers and visit outlets according to a call cycle, ensuring comprehensive reporting.
  • Junior Rental Agent

    Bidvest Car Rental · 2015 — 2017
    Conduct daily stock counts of vehicles to ensure sufficient inventory at the branch. Manage fleet control and planning for bookings, overseeing customer service and addressing complaints effectively.

Skills & Expertise

Education

  • Diploma
    Central Johannesburg College

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