OMF FINANCIAL CONSULTANT
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 & Customer Service)
Builds
Financial product sales and customer relationships
Domain
Financial Services
Deliverable
client delivery
Required skills
Customer needs clarification, Prospecting, CRM data management, Compliance adherence, Data entry, Networking
Preferred skills
Stakeholder balancing, Building networks, Effective communication, Customer focus, Accountability, Interpersonal savvy, Complexity management
Responsibilities
Handle simple customer inquiries and resolve complaints, Assess compliance with established standards, Interview customers using sales scripts to clarify requirements, Make calls to potential customers to develop relationships, Ensure accuracy of customer details in the system, Identify potential customers through referrals and recommendations, Follow mandatory procedures for quality and regulatory adherence, Input data into spreadsheets or standard formats
Seniority
Individual Contributor, Entry to Mid-level