OMF Financial Consultant (OMF Upington)
Core
Provide advice on a specific range of financial products to an allocated market segment 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, Customer Relationship Development, Solutions Analysis, Operational Compliance, Business Development, Data Exploration
Responsibilities
Handle simple customer inquiries, assess compliance with established standards, receive visitors and refer complex matters, ensure accurate customer details in CRM, interview customers using sales scripts, make calls to potential customers, follow mandatory procedures, identify potential customers via referrals, input data into spreadsheets.
Seniority
Individual Contributor