Direct Sales Agent (Financial Services Company/Fintech) at Stresert Services Limited

REF NO: DSAFT-25

Reporting Line:

Reports directly to the Credit Team Lead under any of the three Credit and Marketing

Teams 

• Retail & SME
• Corporates & Value Chain Marketing
• Multilaterals & HNIs

Role Overview:

• The Direct Sales Agent (DSA) will be responsible for driving loan origination and client acquisition across multiple market segments under the Credit and Marketing Department.
• The role focuses on field-level business generation, client relationship building, and brand visibility for the Finance Company Limited.
• DSAs act as the first point of contact between the company and potential clients, promoting loan products and ensuring prompt customer onboarding using digital channels.

Key Responsibilities

Business Development and Loan Marketing

• Actively source new customers for the company’s loan products across retail, SME, corporate, and multilateral sectors.
• Conduct door-to-door, market, and digital outreach campaigns to onboard borrowers and clients.
• Work collaboratively with the assigned Credit Team Lead to execute targeted marketing initiatives and campaigns.
• Educate potential clients on the company\'s loan products, credit terms, and repayment obligations.
• Capture and forward accurate customer information and documentation for loan processing.

Client Relationship Management

• Maintain ongoing communication with both new and existing customers to ensure high satisfaction levels.
• Support customers through the loan application process — ensuring completeness and accuracy of required documents.
• Follow up with clients for repayment reminders and renewal opportunities.
• Uphold professionalism and integrity in all client interactions.

Technology and Reporting

• Utilize smartphones and mobile applications for client registration, documentation upload, and reporting activities.
• Submit daily activity and performance reports electronically to the Team Lead.
• Use digital tools and dashboards to track leads, conversions, and client feedback.

Brand Promotion

• Serve as a visible brand ambassador of the company Limited during marketing events, activations, and community engagements.
• Participate in market storm campaigns, roadshows, and product promotions as scheduled by the department.
• Uphold and communicate the company’s brand values and customer service standards at all times.

Key Performance Indicators (Qualitative)

Performance Area and Qualitative Expectation

• Loan Acquisition: Steady increase in loan volumes generated and approved
• Conversion Rate: High ratio of qualified leads to disbursed loans.
• Client Retention: Sustained relationships and repeat client activity.
• Data Accuracy: Completeness and timeliness of client documentation.
• Conduct and Professionalism: Compliance with ethical marketing and brand guidelines.
• Technology Utilization: Effective use of mobile apps and digital tools for reporting and onboarding.

Job Requirements

• Minimum of OND or equivalent qualification.
• At least 1 year of direct sales or marketing experience (preferably in financial services, fintech, or consumer lending).
• Strong interpersonal, communication, and persuasion skills.
• Must own and operate a smartphone (Android or iOS) and be comfortable with mobile applications.
• Field mobility and ability to work under minimal supervision.
• High ethical standards, discipline, and target orientation.

Behavioral Competencies

• Self-driven and result-oriented.
• Strong customer service attitude.
• Integrity and accountability.
• Team player with strong collaboration skills.
• Adaptability to fast-paced environments.