Tsheya Beata Shimueoshili

Affluent Certified Financial Planner at Sanlam Namibia
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Contact Information
us****@****om
(386) 825-5501
Location
NA

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Experience

    • Namibia
    • Insurance
    • 100 - 200 Employee
    • Affluent Certified Financial Planner
      • May 2019 - Present

      Meeting with clients in person to discuss their financial goals. Explaining the types of financial services our company provides to potential clients. Educating clients and answering questions about investment options and potential risks. Recommending investments to clients or selecting investments on their behalf. Helping clients plan for specific circumstances, such as education expenses. retirement or funeral expenses. Monitoring clients’ accounts and determine if changes are needed to improve account performance or to accommodate life changes, such as getting married or having children. Researching investment opportunities.

    • Financial Services
    • 700 & Above Employee
    • Administrative Clerk
      • Oct 2022 - Dec 2022

    • Namibia
    • Market Research
    • 1 - 100 Employee
    • Data Capturer and Interviewer
      • Aug 2017 - Dec 2017

Education

  • University of Namibia
    Honours Degree, Economics
    2012 - 2015

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