DUTIES AND RESPONSIBILITIES

Customer Acquisition & Sales Execution

Actively seek out and approach potential customers in your designated territory through door-to-door visits, field activations, referrals, and local networking.

Promote and sell the company’s financial or insurance products by clearly communicating their value proposition, features, and benefits.

Accurately identify client needs and recommend appropriate products or packages that align with their goals and financial situation.

Territory Management

Develop and maintain a strong understanding of the local area—including demographics, economic activity, and competitors—to maximize sales potential.

Strategically plan and map daily routes and outreach to cover key areas and optimize client engagement.

Provide feedback and insights from the field regarding customer preferences, competitor activity, and market trends.

Client Relationship Management

Build long-term relationships with customers to ensure retention, satisfaction, and referral business.

Educate clients on product usage, payment plans, and policy terms to ensure transparency and trust.

Follow up with clients after sales to ensure delivery of services and to offer continued support.

Sales Reporting & Documentation

Keep detailed records of all customer interactions, leads, and sales using designated tracking tools or CRM systems.

Prepare and submit accurate daily, weekly, and monthly sales reports to your supervisor or regional manager.

Track and reconcile commissions based on successful conversions and ensure documentation is compliant with internal and regulatory standards.

Team Collaboration & Feedback

Work closely with the sales team, supervisors, and other departments to ensure a coordinated sales approach across regions.

Share insights, leads, and challenges with the team to support collective goals and continuous improvement.

Attend scheduled meetings, training sessions, and performance reviews.

Compliance & Product Knowledge

Maintain up-to-date knowledge of all product offerings, terms, pricing, promotions, and regulatory compliance requirements.

Uphold the company’s code of conduct and ensure ethical selling practices at all times.

Ensure that all client interactions and documentation are aligned with company policies, data privacy, and industry regulations.

Target Achievement & Performance

Consistently meet or exceed individual and team monthly sales targets.

Continuously seek opportunities for professional growth, learning, and improving sales techniques.

Manage time effectively to maximize productivity in the field.

KEY REQUIREMENT SKILLS AND QUALIFICATION

Diploma or Degree in any field from a recognized institution

Strong interpersonal and communication skills with a persuasive approach

Proven ability to meet and exceed sales targets

Must be self-motivated, confident, and goal-oriented

Good organizational and time management skills

Excellent knowledge of the geographic area you are applying for