OMB Financial Consultant (Mthatha)

Provide advisory services on a range of financial products to an allocated market, delivering customer service, handling inquiries, and following a multilevel sales script to clarify customer requirements. Responsibilities include CRM data integrity, prospecting to develop relationships, resolving customer queries, identifying sales opportunities, performing routine business development support, and ensuring compliance with mandatory procedures. Skills emphasis on consultative selling, effective communication, data management, and ability to translate customer needs into actionable outcomes. The role focuses on building and maintaining customer relationships, evaluating information, and leveraging networks to support business development and sales objectives.