OMF Financial Consultant (OMF Upington)
Core
Provide advice on a specific range of financial products to an allocated market and achieve results through individual efforts.
Role type
Financial Consultant
Builds
Financial product sales and customer relationships
Domain
Financial Services
Deliverable
client delivery
Required skills
Customer needs clarification, Prospecting, CRM data management, Compliance adherence, Business development support, Data entry
Preferred skills
Networking, Stakeholder balancing
Responsibilities
Handle simple customer inquiries, Interview customers to clarify requirements, Make calls to potential customers, Ensure accurate customer details in the system, Follow mandatory procedures and regulatory codes, Identify potential customers through referrals, Input data into spreadsheets
Seniority
Individual Contributor