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Zukiswa M.

Financial Planner

  • Hourly rate: R1250 /hr
  • Experience: 25 Years

About Zukiswa

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I currently run an insurance franchise under the Old Mutual license marketing both affluent and retail mass products. I have 5 years insurance sales/financial planning management experience; 15 years insurance sales experience which includes face to face client servicing experience, data capturing, personal assistance experience. I am fit and proper with Matric, passed 8 first year modules in HR Management; passed 8 first year modules in BComm in Marketing; Management of Other Development Programme (MODP); 130 Credits NQF5 Higher Certificate in Wealth Management; 60 Credits NQF6 in Financial Programme (completed the course); RE1 & RE5. As a financial advisor I became the top performing advisor in Retail Mass Market space, was a member of the 51 Club God Bar, a member of the Executive Millionaires Club; won several offshore and onshore conventions. As a Sales Manager I managed to turn the branch's viability from 10% to 100% within 6 months. My franchise is one of the stable franchises with a highest advisor retention and I am always above the set target.

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