OMF Financial consultant (OMF Hemingways Mall)
Core
Provide advice on a specific range of financial products to an allocated market segment, handling customer inquiries and driving sales through direct efforts.
Role type
Financial consultant (sales and advisory)
Builds
Financial product sales and customer service solutions
Domain
Financial Services / Insurance
Deliverable
product features
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, Sales Data Management, Compliance Adherence, CRM Data Management, Oral Communications, Qualifying Prospects
Preferred skills
Strategic Selling, Strengthening Customer Relationships, Evaluating Information, Identifying Sales Opportunities
Technologies
Sales Software, Spreadsheets
Responsibilities
Handle simple customer inquiries and refer complex matters; Interview customers using sales scripts to clarify requirements; Make calls to potential customers to develop relationships; Ensure accurate customer details in the CRM system; Follow mandatory procedures and regulatory codes; Identify potential customers through referrals and recommendations; Input data into spreadsheets or standard formats.
Seniority
Individual Contributor, Entry to Mid-level