OMF Financial Consultant (Kamaqhekeza Plaza)
Core
Provide advice on a specific range of financial products to an allocated market segment and achieve sales results through individual 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 Data Management, Oral Communications
Preferred skills
Strategic Selling, Network of Influence, Evaluating Information
Responsibilities
Handle 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 the system, Follow mandatory procedures and regulatory codes, Identify sales opportunities through referrals and data exploration.
Seniority
Individual Contributor, Entry to Mid-level