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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong financial advisory capabilities with a focus on building customer relationships and identifying sales opportunities. Possesses excellent communication skills and a proven ability to manage sales data effectively.
Highest-signal resume keywords
Financial AdviceSales OrientationExcellent Communication SkillsProven Computer LiteracyEntrepreneurial Mindset
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Sales Data ManagementConsultative SellingDirect SellingMarket AnalysisInformation Synthesis
Soft Skills
Trust BuildingPlanning and OrganizingCollaborationResilienceTenacity
Tools & Technologies
Sales Software
Certifications & Qualifications
DOFA/Fit & ProperNational or Occupational Certificate
Industry Keywords
Stakeholder ManagementCustomer Relationship ManagementValue PropositionDigital DexterityGrade 12 / NQF Level 4
About the role
Key responsibilities & impact- Offer financial advice on a part-time basis
- Supplement clients’ value proposition and/or income through financial advice
- Access and leverage in-segment markets and existing networks
- Build trust and customer relationships
- Conduct consultative and direct selling
- Identify sales opportunities and qualify prospects
- Manage sales data and use sales software
- Strengthen customer relationships
- Balance stakeholder needs and collaborate
- Communicate effectively and drive results
Requirements
What you’ll need- Grade 12 / NQF Level 4 / School leaving Certificate / National or Occupational Certificate or equivalent
- Currently in an existing role which he or she wants to retain, but supplement value proposition and/or income by offering financial advice
- DOFA/Fit & proper
- A valid Driver’s licence and own car
- A clear criminal and credit check
- Proven computer literacy and digital dexterity
- Excellent communication skills (written and verbal)
- Sound planning and organising abilities
- Ability to collate, analyse and synthesize information
- Entrepreneurial mindset
- Sound business acumen
- GRIT, resilience and tenacity to stay the course
- Sales orientation
Benefits
Comp & perks- Part-time work arrangement
- Access to in-segment market and existing network