Summary

Overview

Work History

Education

Skills

Affiliations

Languages

Accomplishments

Certification

References

Timeline

Lurene Van Rooyen

Leschenault,WA

Summary

Results-driven Field Sales professional in the industrial, mining, farming, and construction sectors, recognized for consistently exceeding sales targets and fostering strong client relationships. Expertise includes identifying customer needs and delivering customized solutions, backed by strong communication and negotiation skills. Known for building trust through engaging presentations and a commitment to client satisfaction. Aiming to leverage proven sales strategies to drive growth in a dynamic organization.

Overview

years of professional experience

Certification

Work History

Financial Advisor

Liberty Life (South Africa)

Umhlanga

04.2017 - 04.2018

Managed client expectations and resolved any concerns or issues promptly.
Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
Developed financial plans and strategies tailored to clients' individual needs.
Provided recommendations for education funding, estate planning and insurance gap analysis.
Assisted in the preparation of presentations for prospective clients outlining services offered by the firm.
Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance.
Implemented asset allocation models designed to maximize returns while minimizing risks.
Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
Attended continuing education seminars to stay abreast of changes in the industry regulations and best practices.
Prepared and presented detailed financial reports and performance analytics to clients during review meetings.
Provided advice on tax-advantaged investment opportunities.
Maintained accurate records of all client interactions and transactions in accordance with company policy and regulatory requirements.
Articulated value of stocks, bonds and mutual funds and educated clients on benefits of each.
Developed and deepened relationships with new and existing clients to advance progress and improve business.
Responded promptly to customer inquiries regarding their accounts or other services offered by the firm.
Monitored clients' investment portfolios, providing timely rebalancing and adjustments as necessary.
Ensured compliance with regulatory requirements and adherence to industry best practices.
Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors and other professionals.
Implemented tax-efficient investment strategies to maximize clients' after-tax returns.
Formulated and actualized strategic financial plans across client investment portfolios.
Educated clients on investment principles, market dynamics, and the importance of portfolio diversification.
Conducted regular financial planning workshops and seminars to attract new clients and educate the community.
Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
Provided ethical, objective and holistic financial planning advice to clients.
Developed and maintained strong client relationships through exceptional service and communication.
Coordinated and participated in group presentations on financial services to attract new clients.
Analyzed wills, insurance policies, and corporate contracts for potential financial risks and opportunities for improvement.
Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
Reviewed clients' accounts and plans regularly to determine need for plan reassessment.
Identified new business opportunities through networking events or referrals from existing clients.
Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
Collaborated closely with internal departments such as operations and compliance teams during audits and reviews.
Interviewed clients to determine income, expenses, financial objectives, and risk tolerance in order to develop successful financial plans.
Consulted with clients to assess and meet short- and long-term financial goal.
Conducted comprehensive portfolio reviews to ensure optimal asset allocation and performance against market benchmarks.

Field Sales Executive / Site Agent

Rass Steam pty Ltd (South Africa) Servicing of Ball Mills

Vereeniging

06.2015 - 06.2016

Greeted and assisted customers to foster positive experiences.
Ensured compliance with sales policies, practices, and legal requirements.
Monitored market trends, competitor activities, and product developments to adjust sales strategies accordingly.
Generated reports to summarize sales performance metrics and present findings to management team.
Increased profitability and revenue by identifying customer needs and determining appropriate offerings.
Implemented processes for cross-selling products or services based on customer needs.
Adjusted sales techniques based on interactions and feedback from customers and peers.
Coordinated with logistics teams to ensure timely delivery of products to customers.
Built and maintained strong, long-lasting customer relationships to ensure high levels of customer satisfaction.
Listened to customer needs to identify and recommend best products and services.
Sourced new sales opportunities through inbound lead follow-up.
Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Developed and implemented strategic sales plans to achieve corporate objectives.
Monitored feedback from customers regarding product quality and suggested improvements accordingly.
Cultivated relationships with existing customers to encourage repeat business.
Recognized security risks to properly handle situations.
Enhanced product knowledge through continuous learning and professional development activities.
Developed and implemented sales strategies to meet customer needs and increase revenue.
Presented product demonstrations at trade shows, conferences, and other events.
Created brochures and newsletters to promote products or services.
Analyzed market trends and competitive landscape to identify opportunities for growth.
Conducted market research to identify selling possibilities and evaluate customer needs.
Provided detailed and accurate sales forecasts to senior management.
Recruited, hired and trained new hires to optimize profitability.
Conferred with management to offer feedback on operations and promotions based on customer preferences and purchasing habits.
Acted as a liaison between the customer and cross-functional internal teams.
Produced sales documents, finalized deals and filed records.
Negotiated contracts with vendors and suppliers to secure advantageous pricing terms.
Resolved customer complaints in a timely manner while providing excellent customer service.
Identified customer needs by asking questions and advising on best solutions.
Managed a portfolio of accounts to achieve long-term success.
Initiated contact with prospects via email campaigns or cold calls to generate leads.
Drove sales of company products and services by meeting with customers using strategic and organized approach.
Contacted current and potential clients to promote products and services.
Used cold calling and networking to sell products and services.
Negotiated contracts with clients on behalf of the company.
Delivered sales presentations to high-level executives and decision-makers.
Identified new potential markets and developed plans for targeting them.
Identified and targeted new business opportunities through market research and analysis.
Negotiated contracts and closed agreements to maximize profit.
Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Assisted with customer requests and answered questions to improve satisfaction.
Approached customers and engaged in conversation through use of effective interpersonal and people skills.
Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Managed inventory and supplies to ensure materials were available when needed.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Updated and maintained databases with current information.
Worked with cross-functional teams to achieve goals.
Contributed innovative ideas and solutions to enhance team performance and outcomes.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Recognized by management for providing exceptional customer service.
Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Assisted in developing and implementing policies and procedures related to vendor management processes.
Worked closely with various departments within the organization to coordinate activities related to vendor management.
Played critical role in operational success of procurement, sourcing and vendor management, focusing on analyzing and troubleshooting issues and delivering speedy resolutions.
Coordinated meetings between stakeholders from different departments regarding vendor management matters.
Established relationships with key suppliers as part of a long-term vendor management program.
Provided support in areas such as budgeting or vendor management throughout the life cycle of a project.
Developed detailed project plans including timelines, budgets, staffing needs, and vendor management.
Maintained positive relationships with vendors by working closely with them on supply chain management initiatives.
Maintained open communication channels between management team members, employees, vendors and suppliers and customers.
Oversaw daily operations of Accounts Payable department including vendor invoices processing and payments management.
Acted as liaison between management team members, staff and external vendors.
Collaborated with vendors to maintain optimal levels of inventory management practices.
Facilitated meetings between external vendors and senior management team members regarding potential partnerships or collaborations.
Evaluated potential vendors based on quality standards set by management.
Tracked shipments from vendors and notified management when products arrived.
Advised management on selection criteria for new vendors or contractors.
Coordinated the resolution process between customers, management team, field staff, vendors, suppliers.
Reviewed contracts with third party vendors in order to ensure compliance with terms set forth by management.
Served as liaison between management team and external vendors when necessary.
Prepared requests for proposals for goods or services from external vendors when required by management.
Advised management team on best practices when negotiating contracts with vendors or suppliers.
Collaborated with vendors regarding supply chain management, purchasing supplies, and negotiating contracts.
Processed invoices from vendors providing services related to textbook management activities.
Scheduled appointments for senior management team members with clients or vendors.
Collaborated with members of public, vendors and management to resolve issues quickly.
Oversaw the selection and management of vendors, suppliers and logistics partners.
Ensured that necessary paperwork was completed accurately and submitted within agreed timeframes.
Scheduled deliveries of materials and equipment for timely arrival at site.
Managed event staff scheduling and coordination to ensure continuous coverage.
Assisted in the preparation of work plans and budgets for projects.
Resolved labor, design and tool issues during construction projects.
Sourced vendors, oversaw logistics, and managed contracts using negotiation techniques.
Conducted site pre-inspections and coordinated post-construction audits.
Ensured compliance with all relevant health and safety regulations.
Coordinated daily site operations, ensuring all activities aligned with project goals.
Responded promptly to customer queries or complaints related to services provided by the company.
Utilized project management software to monitor tasks, deadlines, and team performance.
Eliminated project lags by organizing work-in-progress and delegating tasks.
Prepared and planned worksites to help jobs run smoothly.
Conducted regular site inspections to monitor project progress and adherence to quality standards.
Reviewed project blueprints and specifications to determine number of workers needed to complete jobs.
Provided support and guidance to site staff, fostering a collaborative and productive work environment.
Carried out assessments of risk management strategies prior to commencement of works onsite.
Allocated material and labor resources to promote on-time and under-budget project completion.
Maintained open communication with stakeholders, providing regular updates on project status and milestones.
Maintained accurate records such as timesheets, cost estimates, invoices.
Gained proficiency in use of system to document all onsite issues.
Negotiated contracts with suppliers to obtain best possible prices for materials used in the project.
Implemented risk management practices to identify potential issues before they impacted projects.
Managed site inventory, ordering supplies as necessary to avoid project delays.
Coordinated field sales, operational, and safety activities for projects.
Coordinated phases of construction projects from inception to completion.
Conducted regular site inspections to identify any potential risks or hazards.
Ensured all site activities complied with environmental regulations and sustainability practices.
Read and interpreted drawings and assessed construction against plans.
Negotiated contracts with service providers and suppliers to secure favorable terms.
Developed and maintained effective relationships with contractors, sub-contractors, suppliers and clients.
Monitored project progress to enforce adherence to deadlines and quality standards.
Organized meetings between stakeholders involved in the project.
Tracked and reported on budget expenditures, ensuring projects remained within financial constraints.
Inspected sites before and after construction projects.
Coordinated with external contractors and vendors, ensuring timely delivery of services and materials.
Managed schedules and timelines for site projects, ensuring completion within deadlines.
Prepared and submitted daily reports on site activities, highlighting any issues or deviations from plans.
Provided informative reports to management as requested.
Addressed and resolved site issues and conflicts, ensuring minimal impact on project timelines.
Developed strategies for resolving disputes between contractors and sub-contractors or other parties involved in the project.
Coordinated logistics for site resources, optimizing allocation and minimizing waste.
Kept detailed progress records to hit strict deadlines and adjust plans.
Created work crew schedules and delegated assignments.
Recruited and hired workers, in addition to supervising and monitoring daily performance.
Prepared detailed reports on all activities undertaken during the course of the project.
Liaised between project management and construction teams to facilitate effective communication.
Collaborated closely with team members to achieve project objectives and meet deadlines.
Maintained updated knowledge through continuing education and advanced training.
Maintained accurate records of all sales activities including quotations, orders placed.
Gave eye-catching presentations to customers in order to provide information regarding company's products and services.
Ensured compliance with company policies while carrying out sales activities.
Analyzed customer needs and interests and recommended specific company products and services to best meet unique customer needs.
Met or exceeded sales quotas of reporting periods and earned recognition for highest company sales volume.
Provided product demonstrations to introduce new products to the marketplace.

Field Sales Representative

RPM Electric Motors (South Africa) (Electric Motors, Transformers, Generators, Compressors, Pumps)

Vanderbijlpark

05.2013 - 06.2015

Listened to customer needs to identify and recommend best products and services.
Researched industry trends, competitive landscape, pricing structures, and customer buying behavior.
Reported on competitor performance detailing price changes, sales events, new products and merchandising materials.
Converted prospects by maintaining and managing sample inventory to aid sales pitch.
Gave eye-catching presentations to customers in order to provide information regarding company's products and services.
Increased profitability and revenue by identifying customer needs and determining appropriate offerings.
Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Drove sales of company products and services by meeting with customers using strategic and organized approach.
Managed and owned pipeline of regional clients, generated leads and sales by networking and by cold-calling new prospects and followed up with current customers.
Coordinated with logistics teams to ensure timely delivery of products to customers.
Managed client accounts by providing technical support and addressing customer inquiries promptly.
Ensured compliance with company policies while carrying out sales activities.
Recruited, hired and trained new hires to optimize profitability.
Analyzed existing sales data to develop strategies for increasing sales volume.
Cultivated trusting and loyal professional relationships with customers and thoroughly addressed customer concerns to reach mutually profitable solutions.
Assessed customer feedback on products and services to identify areas of improvement.
Built expert product knowledge by attending educational events, establishing personal networks, participating in professional events and by studying and applying products.
Recognized security risks to properly handle situations.
Developed and implemented strategies to maximize sales performance.
Produced sales documents, finalized deals and filed records.
Conducted market research activities to identify prospective customers and their needs.
Analyzed customer needs and interests and recommended specific company products and services to best meet unique customer needs.
Met or exceeded sales quotas of reporting periods and earned recognition for highest company sales volume.
Conferred with management to offer feedback on operations and promotions based on customer preferences and purchasing habits.
Maintained accurate records of all sales activities including quotations, orders placed.
Tracked market conditions, trends, and competitive product activities, launched strategic corporate brand marketing initiatives and drove promotional initiatives that boosted sales.
Negotiated contracts with potential customers while maintaining a high level of professionalism.
Generated leads through direct contact with customers and online sources.
Collaborated with internal teams such as marketing, finance, operations.
Conducted market research to identify selling possibilities and evaluate customer needs.
Established relationships with potential clients through cold calling and networking events.
Identified new channels and markets for expanding the reach of the organization's offerings.
Identified customer needs by asking questions and advising on best solutions.
Created customer profiles and tracked customer preferences for targeted marketing campaigns.
Provided exceptional customer service to ensure satisfaction and repeat business.
Provided support and guidance to colleagues to maintain a collaborative work environment.
Collaborated closely with team members to achieve project objectives and meet deadlines.
Contributed innovative ideas and solutions to enhance team performance and outcomes.
Identified needs of customers promptly and efficiently.
Conducted system analysis and testing to identify and resolve technical issues or inefficiencies.
Exceeded customer satisfaction by finding creative solutions to problems.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Worked with cross-functional teams to achieve goals.
Utilized advanced technical skills and expertise to troubleshoot complex problems and implement solutions.
Managed time effectively to ensure tasks were completed on schedule and deadlines were met.
Conducted routine maintenance and repairs on mechanical systems and industrial equipment.
Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
Managed inventory and supplies to ensure materials were available when needed.
Loaded, secured, and unloaded cargo in a safe and timely manner.
Delivered goods in a timely fashion while adhering to speed limits and other traffic regulations.
Maintained accurate records of goods delivered and collected payments as required.
Utilized GPS and maps for efficient route planning.
Contacted customers prior to delivery to coordinate delivery times.
Transported and safely delivered items to prevent damage or loss.
Managed inventory levels during deliveries by verifying load counts against shipping manifests.
Communicated frequently with dispatch to relay route changes and delays impacting customer delivery timetables.
Ensured accurate completion of all paperwork associated with deliveries.
Reviewed and verified invoices and purchase requests to confirm accuracy.
Checked loads against shipping papers to verify contents and identify special handling requirements.

Site Administrator

SJ Drilling (South Africa) (Mine Core Drilling)

Northam Platinum Mine

01.2012 - 05.2013

Addressed and resolved site issues and conflicts, ensuring minimal impact on project timelines.
Assisted in preparation of monthly financial reports for management review.
Resolved discrepancies between payroll records and employee inquiries.
Processed employee rehires, transfers, terminations and withholdings.
Coordinated special programs and donation drives involving payroll deductions.
Posted work hours completed to files to properly bill clients.
Compiled statistics, statements and reports on pay and benefits to submit to department heads.
Managed complete payroll processing cycle for over XXX employees in compliance with federal and state laws.
Maintained accurate records of employee attendance, leave balances and tax information.
Prepared purchase orders and expense reports.
Managed payroll and time and attendance systems.
Accurately processed data, validation and transmission for weekly, semi-monthly and sales payrolls.
Processed new employee paperwork and entered information into payroll system.
Tracked and processed employee vacation, sick leave, and other time off requests.
Responded to employee inquiries regarding payroll and timekeeping.
Worked with HR staff to accurately track and update paid time off.
Reconciled payroll discrepancies by reviewing time sheets, production charts and wage tables.
Tracked employee vacation, personal and sick leave earnings and use.
Read orders to obtain item numbers and located merchandise in bins or on shelves.
Packed products into designated boxes, taking care to protect items from damage or shifting during transport.
Filled out paperwork and filed documents for new stock orders and damage claims.
Calculated, established and managed modification of authorized stock levels.
Provided guidance on optimal storage methods for different types of materials and goods.
Ensured all goods were stored safely and securely according to Health and Safety regulations.
Stocked shelves, racks, and bins with new or transferred merchandise.
Advised management on potential risks associated with certain purchasing decisions.
Managed the accurate ordering, receiving and issuing of stock items.
Completed regular checks on stock levels and compared against forecasted demand.
Maintained inventory records and updated them regularly in the company's database.
Stocked shelves with new merchandise and checked for outdated or damaged items.
Kept detailed records of previous purchases and standard prices for items.
Investigated discrepancies between physical count and computer system data.
Prepared reports on inventory levels, price changes and stock movements.
Monitored stock levels to ensure adequate supply for production needs.
Verified invoices against purchase orders to ensure accuracy of deliveries received from suppliers.
Demonstrated great teamwork skills with staff members involved in production and transport.
Issued supplies, materials and products to team members based on information from requisitions.
Lifted materials of varied weights on regular basis.
Coordinated with management to identify and resolve inventory discrepancies.
Implemented systems to improve tracking of materials throughout the supply chain.
Assisted with the preparation of annual inventories and periodic audits.
Received and counted stock items, recording data manually or on computer for inventory purposes.
Oversaw inventory management, including ordering office supplies and equipment maintenance.
Designed forms and templates to streamline workflow processes within organization.
Created presentations with Microsoft PowerPoint for management team members.
Maintained filing system for important documents such as contracts and invoices.
Managed travel arrangements and accommodations for executive staff and visiting clients.
Facilitated training sessions for new employees on company policies and procedures.
Handled correspondence, including drafting emails, memos, and reports for senior management.
Maintained positive working relationship with fellow staff and management.
Monitored emails, sorted mail and distributed correspondence accordingly.
Managed day-to-day office operations, ensuring efficient workflow and adherence to policies.
Coordinated with IT department to resolve technical issues and maintain computer systems.
Coordinated meetings, conferences, travel arrangements.
Responded promptly to customer complaints in a professional manner.
Utilized document management system to organize company files, keeping up-to-date and easily accessible data.
Prepared reports on various projects for management review.
Processed payroll and managed employee records, ensuring compliance with legal requirements.
Answered incoming calls and responded to customer inquiries.
Updated databases with new employee information, job changes and terminations.
Facilitated communication between departments to support project completion and goal achievement.

Education

High School Diploma -

Hoerskool Frikkie Meyer

Thabazimbi South Africa

12-2010

Skills

Mutual funds
Investment planning
Managing wealth
Developing financial plans
Retirement needs
Stock market expertise
Problem-solving
Attention to detail
Risk Management
Insurance decisions
Sales follow-up
Financial goal setting
Lead generation
Insurance sales
Estate planning
Time management
Pipeline building
Network development
Sales closing
Lead prospecting
Territory sales
Account development
Sales consultation
B2B and B2C sales
Client service
Customer service
Business development
Regulatory compliance
Lead database management
Customer success management
Complex Problem-solving

Staff training
Field sales
Relationship management
Records management
Price quote preparation
Prospecting skills
Negotiation tactics
Prospecting and telemarketing
Product merchandising
Closing techniques
Territory mapping
Client account management
On-site product demonstrations
[Product or service] sales
Customer needs assessment
Objection handling
Revenue generation
Closing sales
Sales demonstration
Contract negotiations
Technical product knowledge
Post-sales support
Cold calling
Prospecting clients
Client engagement
Product promotions
Networking techniques
Sales presentations
Promotional planning
Interpersonal communication skills
Product and service knowledge

Affiliations

Golf
Fishing
Camping
Hiking
Travelling
Reading
Fitness

Languages

English

Full Professional

Afrikaans

Native/ Bilingual

Accomplishments

Reached & exceeded Sales Targets
Reached High Flyer Status at Liberty Life

Certification

Motor vehicle License C
Motor cycle License R

References

References available upon request.

Timeline

Financial Advisor

Liberty Life (South Africa)

04.2017 - 04.2018

Field Sales Executive / Site Agent

Rass Steam pty Ltd (South Africa) Servicing of Ball Mills

06.2015 - 06.2016

Field Sales Representative

RPM Electric Motors (South Africa) (Electric Motors, Transformers, Generators, Compressors, Pumps)

05.2013 - 06.2015

Site Administrator

SJ Drilling (South Africa) (Mine Core Drilling)

01.2012 - 05.2013

Motor vehicle License C
Motor cycle License R

High School Diploma -

Hoerskool Frikkie Meyer

Lurene Van Rooyen

Summary

Overview

Work History

Financial Advisor

Field Sales Executive / Site Agent

Field Sales Representative

Site Administrator

Education

High School Diploma -

Skills

Affiliations

Languages

Accomplishments

Certification

References

Timeline

Financial Advisor

Field Sales Executive / Site Agent

Field Sales Representative

Site Administrator

High School Diploma -

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