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CALLEN KIM CLOETE

@callenkimcloete

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

South Africa
Message

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

ES

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.

Education

Degrees, certifications, and relevant coursework

IQ Academy logoIA

IQ Academy

Short Course Programme, Business Management

2020 - 2020

Completed a Short Course Programme in Business Management in 2020.

RS

Ravensmead High School

Grade 11, General Secondary Education

Attended Ravensmead High School, completed up to Grade 11 in 2011.

Tech stack

Software and tools used professionally

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CALLEN KIM CLOETE - Senior Financial Advisor - EzDebt Solutions | Himalayas