OMF Financial Consultant ( Polokwane Devenish)
Core
Provide advice on a specific range of financial products to an allocated market, handling customer inquiries and developing relationships through direct sales efforts.
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, Sales Data Management, Compliance Adherence, 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 to clarify requirements using sales scripts, Make calls to potential customers to develop relationships, Ensure accurate customer details in the CRM system, Follow mandatory procedures to ensure regulatory compliance, Identify potential customers through referrals and data exploration
Seniority
Entry-level, Individual Contributor