1 month ago

Job Summary

The Direct Sales Agent (Financial Services Company/Fintech) 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.

  • Minimum Qualification : OND
  • Experience Level : Entry level
  • Experience Length : 1 year

Job Description/Requirements

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.


Performance Indicators (Qualitative):

  • 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.


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


Location: Ikoyi, Lagos


Job Grade: Contract / Field-Based (Reporting to Credit Team Lead)

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