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priscilla maatjie

priscilla maatjie

Financial Advisor

Insurance

Cape Town, City of Cape Town

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About priscilla maatjie:

 • contacting clients and setting up meetings, either within an office environment or in clients' homes or business premises
• conducting in-depth reviews of clients' financial circumstances, current provision and future aims
• analysing information and preparing plans best suited to individual clients' requirements
• completing risk analyses
• researching the marketplace and providing clients with information on new and existing products and services
• designing financial strategies
• assisting clients to make informed decisions
• researching information from various sources, including providers of financial products
• reviewing and responding to clients changing needs and financial circumstances
• promoting and selling financial products to meet given or negotiated sales targets
• keeping up to date with financial products and legislation
• producing financial reports
• contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
 

Experience

  • Financial Advisor(Old Mutual 17/01/2022- 04/04/2023)
  • Human Resource Admin (Stanza Bopape clinic 01/10/2016- 31/03/2018

Education

  • Human Resource Diploma(Tshwane North College)
  • Computer Literacy(university of Pretoria)
  • Grade 12( German S. Chiloane)

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