OMF Financial Consultant ( Polokwane Devenish)
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 Opportunities Creation, Oral Communications, Qualifying Prospects
Preferred skills
Strategic Selling, Strengthening Customer Relationships, Evaluating Information
Technologies
Sales Software, Spreadsheets
Responsibilities
Handle simple customer inquiries and resolve complaints, Interview customers using a sales script to clarify requirements, Make calls to potential customers to develop relationships, Ensure accuracy of customer details in the CRM system, Follow mandatory procedures to ensure regulatory and quality compliance, Identify potential customers through referrals and data exploration.
Seniority
Individual Contributor, Entry to Mid-level