Mpumezo Tumana
financial consultant at Daberistic Financial Services- Claim this Profile
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English Full professional proficiency
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Bio
Experience
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Daberistic Financial Services
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South Africa
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Financial Services
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1 - 100 Employee
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financial consultant
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Dec 2013 - Present
I work with clients to develop a individualised financial plans for savings,investments,retirement and business insurance ,and present a financial plan that includesboth long and short term financial goals .Help with financial planning for retirement ,education,day-to-day expenses and investments . I work with clients to develop a individualised financial plans for savings,investments,retirement and business insurance ,and present a financial plan that includesboth long and short term financial goals .Help with financial planning for retirement ,education,day-to-day expenses and investments .
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Discovery Holdings
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United States
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sales consultant
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Jul 2009 - Jun 2013
sales in the following departments life insurance discovery carddiscovery vitality sales in the following departments life insurance discovery carddiscovery vitality
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team Leader
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2006 - 2009
Managing a team of 12 Sales consultantmaking sure that target is achieved and Quality assurance rules are followed.
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team Leader
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2006 - 2009
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Education
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PSG Konsult
Certificate in Wealth Management, Financial Planning and Services -
norkem park high school