OMF Financial Consultant (Rocklands)
Core
Provide advice on a specific range of financial products to an allocated market segment and achieve results through individual efforts.
Role type
Financial Consultant (Sales & Customer Service)
Builds
Financial product sales and customer relationships
Domain
Financial Services / Insurance
Deliverable
product features
Required skills
Customer Needs Clarification, Customer Relationship Development, Solutions Analysis, Operational Compliance, Data Exploration, Business Development
Preferred skills
Balances Stakeholders, Builds Networks, Communicates Effectively, Customer Focus, Ensures Accountability, Instills Trust, Interpersonal Savvy, Manages Complexity
Responsibilities
Handle simple customer inquiries, assess compliance with established standards, receive visitors and refer complex matters, ensure accurate customer details in CRM, interview customers using sales scripts to clarify requirements, make calls to potential customers, follow mandatory procedures, identify potential customers via referrals, input data into spreadsheets, participate in networking activities.