OMF Financial Consultant (Eastgate Mall)
Core
Provide financial advice on specific products to an allocated market segment and achieve individual sales results.
Role type
Financial Consultant (Sales)
Builds
Financial product sales and customer relationships
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, Sales Data Management, Compliance Adherence, Oral Communications, Qualifying Prospects
Preferred skills
Strategic Selling, Strengthening Customer Relationships, Evaluating Information
Technologies
Sales Software, Spreadsheets
Responsibilities
Handle customer inquiries and resolve complaints, Interview customers to clarify requirements using sales scripts, Make outbound calls to potential customers, Ensure accurate CRM data entry and follow-up notes, Identify sales opportunities through referrals and data analysis, Follow mandatory regulatory and internal compliance procedures
Seniority
Individual Contributor, Entry to Mid-level