Direct Sales Agent at Michael Stevens Consulting

Duties & Responsibilities
The role and function of a Direct Sales Agent includes the following duties and responsibilities:

• As a Direct Sales Agent, you will play a pivotal role in driving Company's growth objectives through proactive sales efforts, effective relationship-building, and unwavering commitment to compliance and customer satisfaction.
• Prospect and generate leads through cold calling, networking, and referrals.
• Actively market anarray of financial products, including personal & business banking, loans to prospective customers within the designated territory.
• Achieve and exceed monthly sales targets by acquiring new customers and expanding customer base through persuasive techniques and a deep understanding of the bank’s offerings.
• Negotiate pricing and terms of sale to close deals and achieve sales targets according to the company's pricing.
• Conduct product demonstrations and presentations to potential clients.
• Ensure thorough compliance with all bank policies and regulatory requirements, including KYC (Know Your Customer) and AML (Anti-Money Laundering).
• Educate potential clients on the benefits of transitioning to electronic banking solutions and ensure their seamless onboarding to our platform.
• Maintain accurate records of all sales activities and customer interactions in CRM software.
• Participate in roadshows, community fairs, and other local events to promote the bank’s services and garner leads.
• Provide feedback to the marketing and product teams on customer experiences and product improvements.
• Understand the needs and requirements of prospective clients and proffer solutions to meet their specific business needs.
• Provide ongoing support to clients, including training and troubleshooting assistance.
• Meeting or exceeding weekly, monthly, and yearly sales quotas.
• Canvassing assigned territories to present company products to potential customers.
• Completing regular sales reports specifying the number of sales made.
• Demonstrating product features to customers.
• Contacting leads and setting up appointments to present company products.
• Completing order forms and submitting them for processing.