Matlhomola Booysen Phiri
Financial advisor
About
Dedicated and detail-oriented professional with strong communication and problem-solving skills, committed to delivering high-quality results and supporting team objectives. Adept at learning quickly, adapting to changing priorities, and maintaining professionalism in fast-paced environments, with a reliable, accountable, and customer-focused approach to work.
Skills
- Customer queries handling and follow-up
- Problems solving and compliant resolution
- Data capturing and record keeping
- Basic financial products and advisory support
- Customer focused services delivery
- Professional communications, phone/Email
- Client relationship management
- Time management and prioritizing
- Team support and supervision
Experience
Financial advisor
Metropolitan life insurance · 2016-04 to 2018-07
Senior Sales Adviser
Emerald life · 2026-02
Education
Matric
Kgorathuto high school
Higher Certificate
Moonstone Intellectual Capital · 31 Credits on Long term Insurance Nqf level 4