Sales agent, financial advisor

Mandisa

500/mo
Middelburg, South Africa
Looking for Full-time
10 hours/day
Availability: US timezone

Profile Description

I am a motivated, professional, and results-driven individual with a strong interest in sales, customer service, and financial services. I am passionate about helping customers make informed decisions by understanding their needs and providing suitable solutions. I have good communication and interpersonal skills, a willingness to learn, and a commitment to achieving sales targets while maintaining honesty, professionalism, and excellent customer service.

Top Skills

Apollo.io · <1 yearBudget Management · <1 yearCold Calling · <1 yearCold Email Outreach · <1 yearExcel (Advanced) · <1 year

Skills & Expertise

Data & Analytics

Excel (Advanced)Beginner

Finance & Accounting

QuickBooksBeginner
XeroBeginner
FreshBooksBeginner
Financial ReportingBeginner
Financial AnalysisBeginner
Budget ManagementBeginner
Risk ManagementBeginner

Sales & Business Development

Cold CallingBeginner
Cold Email OutreachBeginner
NegotiationBeginner
Sales PresentationsBeginner
Apollo.ioBeginner
ZoomInfoBeginner
Hunter.ioBeginner

Work Experience

Financial Advisor

Old Mutual

Sep 2025 - Present

Excel (Advanced)Financial ReportingCold CallingNegotiationSales PresentationsCold Email OutreachFinancial Analysis

Call center agent

CCI

Apr 2020 - Feb 2023

Financial ReportingCold CallingNegotiationSales PresentationsCold Email OutreachFinancial Analysis

Quick Stats

Age27 years
English LevelFluent
ID VerificationNot verified