OMF Financial Consultant (KwaDukuza)
Core
Provide financial advice on specific products to an allocated market, handling customer inquiries and developing relationships to achieve 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
Preferred skills
Strategic Selling, Network of Influence, Evaluating Information
Responsibilities
Handle customer inquiries and resolve complaints, Interview customers to clarify requirements using sales scripts, Make calls to potential customers to develop relationships, Ensure accuracy of customer details in the system, Follow mandatory procedures and regulatory codes, Identify potential customers through referrals and data exploration
Seniority
Individual Contributor, Entry to Mid-level