Direct Sales Officer at CredPal

Purpose Statement

• We are looking to hire an experienced Direct Sales Officer.
• Your primary responsibility will be to promote and sell our investment products to individual clients.
• You will play a crucial role in expanding our investment portfolio and driving financial prosperity for our customers.
• You will be responsible for generating leads and closing sales for the Invest product.
• This includes and is not limited to conducting inbound and outbound telephone calls to achieve sales targets, qualifying leads, and presenting the product to prospects.
• The ideal candidate will have a proven track record of success in direct sales and a passion for helping people invest their money.
• The telesales executive’s responsibilities also include cross-selling or up-selling our products where possible.

Responsibilities

• 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.
• Conduct outbound calls to potential customers.
• 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 daily and monthly targets with respect to call volume and sales.

Requirements

• HND / Bachelor's Degree in Finance, Business Administration, Economics or a related field is preferred.
• 2-3 years Experience in Direct Sales, preferably in the financial services industry.
• Proven track record of success in direct sales, with a focus on investment products or financial services.
• Strong understanding of investment products, financial markets, and investment 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 exceeding targets.
• Sound knowledge of financial regulations and compliance requirements.

Benefits

• Competitive salary package with performance-based incentives.
• 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.