Open to opportunities

CALLEN KIM CLOETE

@callenkimcloete

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Customer-focused senior financial advisor with strong retail supervision experience.

South Africa

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What I'm looking for

I seek a client-facing role where I can apply financial advisory and retail supervision skills, mentor staff, meet sales targets, and grow professionally in a supportive, customer-focused environment.

I am a dedicated, results-driven professional with a background spanning retail, hospitality and financial advisory roles. I progressed from bakery assistant and cashier roles through supervisory positions in retail, and most recently served as a Senior Financial Advisor/Senior Sales Consultant delivering tailored financial solutions and mentoring junior advisors.

Throughout my career I have demonstrated strong customer service, effective communication, problem-solving and time-management skills, consistently meeting sales targets and maintaining operational standards. I have experience supervising teams, managing inventory and store presentation, and resolving customer and team conflicts.

I hold short course training in Business Management from IQ Academy and recognition from ezDebt for incubation work. I am proactive, adaptable, and committed to continuous learning and client satisfaction.

Experience

Work history, roles, and key accomplishments

Senior Financial Advisor

EzDebt Solutions

Jan 2022 - Dec 2024 (2 years 11 months)

Provided expert financial advice and tailored solutions, developed and implemented sales strategies to meet targets, analyzed client financial situations and mentored junior advisors.

Financial Advice Sales Strategy Mentoring Relationship Management

Frontline Supervisor

Century Spar

Jan 2018 - Dec 2021 (3 years 11 months)

Supervised and trained sales staff to deliver customer service and meet sales targets while overseeing inventory, store presentation, compliance and resolving team conflicts.

Team Leadership Staff Training Inventory Management Sales Targets Conflict Resolution Reporting

Cashier

Spar

Jan 2014 - Dec 2017 (3 years 11 months)

Processed customer transactions accurately across cash, card and digital payments while maintaining a clean checkout, managing basic inventory levels and resolving customer inquiries promptly.

Point of Sale Customer Service Inventory Control Problem Solving Attention To Detail

Waitress

Scotia Inn Restaurant

Jan 2012 - Dec 2014 (2 years 11 months)

Provided excellent customer service, took orders and made product recommendations while maintaining cleanliness and supporting bakery preparation tasks to ensure guest satisfaction.

Customer Service Order Taking Time Management Upselling Communication

Bakery Assistant

Shoprite

Jan 2010 - Dec 2011 (1 year 11 months)

Assisted in preparing and baking a variety of bakery products while ensuring adherence to recipes and quality standards and maintained cleanliness and inventory to ensure product freshness.

Baking Food Safety Inventory Management Customer Service Hygiëne Quality Control