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Reagan C. — Mid-Level Financial Advisor from South Africa

Reagan C.

Mid-Level Financial Advisor

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

Reagan C. is a seasoned professional with over 20 years of experience in administration and sales. She has developed a meticulous approach to administration and a passion for improving processes. Her role as a Financial Advisor at Old Mutual in Gauteng involves providing comprehensive insurance and investment advice, conducting thorough financial needs analyses, and developing personalized financial plans. Reagan also has significant experience in recruitment, having worked as an Internal Recruiter at Ultra, where she specialized in sourcing for the Pharmaceutical and Manufacturing industries. At Majinga Consulting, she also took on the role of Executive Recruiter, emphasizing her proficiency in talent mapping and business development. Her career trajectory includes time at GCI Markets, engaging with high-net-worth clients, showcasing her strong relationship-building skills. Additionally, Reagan holds various certifications, including a current pursuit of a Higher Certificate in Financial Planning at Milpark Business School, highlighting her commitment to continuous learning and expertise in financial planning and advising.

Experience

  • Financial Advisor

    Old Mutual Fourways · 2024 — Present
    Engaged in cold calling to source new leads, arrange appointments, and meet clients. Provided advice on insurance and investment products, assisted clients with financial planning, and conducted thorough financial needs analyses. Maintained precise administrative records of all communications and client interactions.

  • Internal Recruiter

    Ultra · 2021 — 2024
    Focused on researching and sourcing candidates from various platforms. Employed headhunting techniques, including Boolean searches and social media outreach, while adhering to the recruitment strategy and legal regulations. Processed candidate screening and reference checks, conducted interviews, and updated clients on progress.

  • Financial Advisor

    Liberty Life Cresta · 2020 — 2020
    Conducted cold calling to identify new leads, arranged client appointments, and provided investment and insurance advice. Supported clients with financial planning and assessed their budgets and risks. Managed all related administration while ensuring compliance with industry regulations.

  • Business Development

    GCI Markets · 2017 — 2020
    Cultivated and maintained relationships with high net worth clients. Monitored client needs and researched new business opportunities within the industry. Engaged in cold calling and appointment setting while managing comprehensive administrative tasks.

  • Executive Recruiter

    Majinga Consulting · 2016 — 2017
    Performed candidate screening, including CV formatting and reference checks. Led interviews with potential hires and provided client recommendations while maintaining accurate records. Implemented operational improvements and sourced candidates through various channels.

  • Branch Administrator and Internal Recruiter

    Tower Group · 2011 — 2016
    Executed administrative functions in a fast-paced environment, while promoting from a high-volume screener role. Oversaw candidate screening processes, conducted interviews, and fulfilled biometrics officer duties. Managed payroll processing, SARS registration, and maintained the Placement Partner system.

  • Various roles

    First National Bank HomeLoans · 2005 — 2010
    Served in multiple capacities, including Credit Analyst and Indexer. Conducted credit analyses and data capturing within the mortgage lending sector and managed relevant administrative tasks.