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Tk Shack

Tk Shack

Financial Consultant

Talent
Richards Bay, KwaZulu-NatalMember since June 26, 2026
Financial Needs Analysis
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Financial Needs Analysis

About

Results-driven Financial Consultant with strong experience in financial services, retail leadership, and customer engagement. Skilled in analysing client financial needs, providing suitable product solutions, and building long-term relationships. Proven ability to consistently meet and exceed sales targets while maintaining high standards of professionalism and compliance.

Highly adaptable and detail-oriented with excellent communication and interpersonal skills. Committed to continuous professional development and passionate about helping clients achieve financial security and growth.

Experience

Financial Consultant - Old Mutual Finance

(2023-01)

  • Conduct detailed financial needs analysis for clients
  • Recommend appropriate financial products and services
  • Maintain and grow a strong client portfolio
  • Achieve and exceed monthly sales targets
  • Ensure compliance with financial regulations and company policies
  • Provide after-sales support and client follow-ups

Sales Associate - Sportscene

(2021-01 - 2023-12)

  • Delivered excellent customer service and enhanced customer experience
  • Achieved individual and team sales targets consistently
  • Assisted in visual merchandising and stock replenishment
  • Handled customer queries and resolved complaints professionally
  • Supported store operations and teamwork initiatives

Supervisor - Truworths

(2015-01 - 2021-12)

  • Supervised daily store operations and team performance
  • Trained and developed new and existing staff members
  • Managed stock control, inventory, and merchandising
  • Ensured high standards of customer service delivery
  • Monitored sales performance and implemented improvement strategies

Education

Programme - Wholesale and Retail Operations (2016-01 - 2016-12)

Matric (2012-01 - 2012-12)

Skills

Financial Consultant

Reviews

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