OMF Financial Consultant (Somerset West Vinyard)
Core
Provides advice on a specific range of financial 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 relationships
Domain
Financial Services / Insurance
Deliverable
product features
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, Network Building
Technologies
CRM Systems, Spreadsheets
Responsibilities
Handle customer inquiries and resolve complaints, Interview customers to clarify requirements using sales scripts, Make outbound calls to develop relationships and identify prospects, Ensure accurate customer data in the system, Follow mandatory procedures and regulatory codes, Identify sales opportunities via referrals and data analysis.
Seniority
Individual Contributor, Entry to Mid-level