- Proactively identify and engage potential clients through field visits and in-office interactions to generate qualified leads.
- Present and communicate the company’s financial solutions clearly and professionally, tailoring recommendations to client needs.
- Build and maintain strong relationships with prospective and existing clients to support long-term business partnerships.
- Consistently achieve or exceed monthly sales targets and performance metrics.
- Ensure accurate completion of sales documentation in line with company policies and regulatory requirements.
- Provide timely market insights and customer feedback to management to support strategy and product refinement.
- Participate in regular training and development sessions to stay up to date on offerings, trends, and best practices.
Qualifications & Requirements:Bachelor’s degree in Business, Marketing, Finance, or a related discipline.1–3 years of proven experience in outdoor or direct sales, preferably within financial services, fintech, or e-commerce.Demonstrated success in meeting sales targets and building customer relationships.Strong interpersonal, communication, and negotiation skills.Self-motivated with a proactive and solution-oriented approach.High level of professionalism, integrity, and accountability.Flexibility to work in varying environments and adjust schedules based on sales activities.Let me know if you'd like to localize this further for your company or platform.