OMF Financial Consultant (OMF MP Promenade)
Core
Provide advice on a specific range of financial 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 service interactions
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, Complex Problem Solving
Technologies
CRM Systems, Spreadsheets, Sales Software
Responsibilities
Handle simple customer inquiries and resolve complaints; Interview customers using sales scripts to clarify requirements; 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; Participate in internal and external networking activities.
Seniority
Individual Contributor, Entry to Mid-level