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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. Proficient in managing sales data and utilizing sales software to drive results.
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 SellingStrategic SellingMarket DevelopmentInformation Analysis
Soft Skills
Trust BuildingPlanning and OrganizingResilienceTenacityCollaboration
Tools & Technologies
Sales Software
Certifications & Qualifications
DOFA/Fit & ProperGrade 12 / NQF Level 4
Industry Keywords
Customer RelationshipsSales OpportunitiesDigital DexterityClear Criminal CheckClear Credit Check
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 develop in-segment markets and an existing network
- Build trust and strengthen customer relationships
- Identify sales opportunities and qualify prospects
- Use consultative, direct, and strategic selling approaches
- Manage sales data and use sales software
- Collaborate and communicate effectively while driving results and ensuring accountability
Requirements
What you’ll need- Grade 12 / NQF Level 4 - School leaving Certificate, National or Occupational Certificate or equivalent (Required)
- 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 opportunity
- Access to in-segment market and existing network