Direct Sales Agent at CredPal

 Purpose Statement

• We are seeking a dynamic and results-driven Direct Sales Agent to join our team and play a crucial role in mobilizing funds for our cutting-edge investment product.
• As a Direct Sales Agent, you will be responsible for building and maintaining strong relationships with potential investors, identifying new funding opportunities, and effectively convey the compelling benefits our investment offerings bring to investors, ensuring they secure optimal rates for their financial growth.

Responsibilities

• Identify target markets and develop strategies to drive high volumes of new funds.
• Conduct outbound calls and direct sales approach to potential customers to meet and exceed sales targets for the investment product, contributing significantly to the growth of the organization’s investment portfolio.
• Customer acquisition and relationship management.
• Qualify leads and determine their interest in the Invest product.
• Present the Invest product to prospects and answer their questions.
• Close sales and follow up with customers to ensure satisfaction.
• Maintain a close relationship with existing customers and upsell them on additional products.
• Provide excellent customer service to all prospects and customers.
• Track and report on sales performance.
• Developing and sustaining solid relationships with customers to encourage repeat business.
• Developing in-depth knowledge of customer products and services to make suitable recommendations based on customers' needs and preferences.
• Continually meeting or exceeding monthly investment targets with respect to call volume and sales.

Requirements

• Experience in the financial services/finTech industry or related investment sectors.
• Proven track record in fundraising and mobilizing funds for investment products, startups, or financial ventures, with minimum 3 years of relevant experience.
• Experience mobilizing investments exceeding portfolio targets is highly desirable.
• Extensive experience in building and maintaining relationships with investors, with a strong network of potential investors.
• Deep understanding of investment strategies, financial markets, and investment trends.
• Excellent communication and presentation skills, with the ability to articulate complex financial concepts to diverse audiences.
• Strong negotiation and persuasion skills to close investment deals successfully.
• Results-oriented mindset with the ability to meet and exceed fundraising targets.
• Highly self-motivated and able to work independently, as well as part of a collaborative team.
• Familiarity with regulatory frameworks related to fundraising and investment.
• High level of integrity and ethical conduct in handling investor relationships and sensitive financial information.

Benefits

• Professional development opportunities.
• A collaborative and inclusive work culture that fosters growth and innovation.
• Opportunity to work with cutting-edge products and technologies.
• Supportive and approachable management team dedicated to your success.