OMF Financial Consultant (OMF Kimberley Kim Park)
Core
Provide financial advice on specific products to an allocated market segment and achieve individual sales results.
Role type
Financial Consultant (Sales & Customer Service)
Builds
Financial product sales and customer service interactions
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Sales, Customer Centric Selling, Numeracy, Interpersonal Relationship Management, Communication, Company Policies, Credit Policies
Preferred skills
Digital Savvy, Network of Influence
Technologies
CRM systems, Spreadsheets
Responsibilities
Handle simple customer inquiries and resolve complaints; Interview customers using sales scripts to clarify requirements; Make outbound calls to prospect and develop relationships; Ensure accurate customer data entry in CRM systems; Follow mandatory compliance procedures and regulatory codes; Identify potential customers through referrals and data exploration.
Seniority
Individual Contributor, Entry to Mid-level