Marketing / Field Agent at Excel and Grace Consulting

Role Summary

• The Marketing / Field Agent is responsible for customer acquisition, savings mobilization, relationship management, and consistent field engagement.
• The role focuses on driving daily savings, growing the customer base, and representing the organization professionally in the field.

Key Responsibilities

• Prospect, identify, and onboard new customers for savings and thrift products
• Mobilize daily, weekly, and monthly savings from customers in assigned locations
• Educate customers on savings plans, benefits, and company products
• Maintain strong relationships with existing customers to encourage consistency and retention
• Collect savings through approved channels and ensure proper documentation
• Issue receipts and update customer records accurately and promptly
• Follow up on inactive or defaulting customers to restore savings consistency
• Represent the organization professionally in all field engagements
• Submit daily activity reports, savings records, and customer updates
• Work closely with Supervisors, Reconciliation Officers, and Management to resolve issues
• Comply strictly with company policies, ethics, and operational guidelines

Key Performance Indicators (KPIs)

• Number of new customers onboarded
• Volume and consistency of savings mobilized
• Customer retention rate
• Accuracy and timeliness of savings records and reports
• Compliance with operational and ethical standards
• Achievement of daily, weekly, and monthly targets

Required Skills & Competencies

• Strong communication and interpersonal skills
• Ability to persuade, educate, and build trust with customers
• Self-motivated and target-driven
• High level of honesty, discipline, and accountability
• Ability to work independently and in the field
• Basic record-keeping and reporting skills
• Experience in sales, marketing, thrift, cooperative, or field work is an advantage
• Educational background (Degree, HND, OND, or relevant experience) is acceptable.