Credit Direct Sales Agent at CredPal

Purpose Statement

• At CredPal, we are seeking an experienced Direct Sales Agent for our Credit Card products.
• Your primary responsibility will be to promote and sell our credit card products to individual clients, corporate clients, contributing significantly to the growth of our credit card portfolio.
• Your role is crucial in expanding our customer base and driving financial prosperity for our clients.
• As a Direct Sales Agent, you will generate leads, close sales, and provide excellent customer service, ultimately enhancing our clients' financial well-being.

Responsibilities

• Meet and exceed sales targets for credit card products, actively contributing to portfolio growth.
• Acquire new customers and manage client relationships.
• Conduct outbound calls to potential customers, qualifying leads, and identifying their interest in our credit card products.
• Present our credit card products to prospects, address their inquiries, and close sales.
• Follow up with customers to ensure satisfaction and provide ongoing support.
• Build and maintain strong relationships with existing customers, exploring opportunities for cross-selling or up-selling our products.
• Deliver outstanding customer service to all prospects and clients, ensuring a positive experience.
• Monitor and report on sales performance, keeping track of key metrics.
• Develop and sustain solid customer relationships, encouraging repeat business and loyalty.
• Deepen your understanding of our credit card products and services to make tailored recommendations based on customer needs and preferences.
• Consistently meet or exceed daily and monthly targets, particularly in terms of call volume and sales.

Preferred Qualification & Requirements:

• Proven track record of success in direct sales, with a focus on credit card products in financial services/FinTech.
• HND/Bachelor's degree in Finance, Business Administration, Economics, or a related field is preferred.
• 2-3 years of experience in Direct Sales, preferably in the financial services industry.
• Strong understanding of credit card products, financial markets, and financial strategies.
• Excellent communication, negotiation, and presentation skills.
• Ability to build and maintain positive relationships with clients, fostering trust and loyalty.
• Proactive and self-motivated, with a passion for achieving and surpassing targets.
• Sound knowledge of financial regulations and compliance requirements.