Financial consultant (corporate sales)
Old Mutual South Africa
Aug 2018 - Mar 2025 (6 years 8 months)
Cold calling clients and selling them old mutual financial products, servicing clients policies and investments in the branch, capturing lending applications, meeting monthly sales targets for lending and banking targets, currently i have sold the most money accounts in the branch, proven track record of consistently exceeding targets in the banking account offering to date... excellent face to face service, and proven success in cross selling, converting of clients from one financial institution to old mutual finance, lending and banking switching.