OMF Financial Consultant (Moletjie Mall )
Core
Provide financial advice on specific products to an allocated market segment, handling customer inquiries and driving sales results.
Role type
Financial Consultant (Sales & Customer Service)
Builds
Financial product sales and customer relationships
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Compliance Adherence, Sales Opportunities Creation, Data Entry, Networking
Preferred skills
Strategic Selling, Stakeholder Balancing, Interpersonal Savvy
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 customer data in CRM systems, Follow mandatory regulatory and internal compliance procedures, Identify potential customers through referrals and data analysis.
Seniority
Entry-level / Individual Contributor