OMF Financial Consultant (Vereeniging)
Core
Provide financial advice on specific products to an allocated market segment, handling customer inquiries and driving sales through direct effort.
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, Sales Data Management, Compliance Adherence, Oral Communications, Qualifying Prospects
Preferred skills
Strategic Selling, Strengthening Customer Relationships, Evaluating Information
Responsibilities
Handle simple 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 CRM systems, Follow mandatory procedures to ensure regulatory and quality compliance, Identify potential customers through referrals and data exploration
Seniority
Entry-level, individual contributor