OMF Financial Consultant (Potchefstroom River Walk)
Core
Provide advice on a specific range of financial products to an allocated market segment and achieve results through individual efforts.
Role type
Financial Consultant (Sales & Customer Service)
Builds
Financial product sales and customer service interactions
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
Consultative Selling, Customer Needs Clarification, Prospecting, CRM Data Management, Compliance Adherence, Sales Opportunities Creation, Data Entry
Preferred skills
Strategic Selling, Networking, Stakeholder Balancing
Technologies
Sales Software, Spreadsheets
Responsibilities
Handle simple customer inquiries and resolve complaints, Interview customers using sales scripts 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