Financial Consultant

Spectrum Credit Ltd is seeking to hire Financial Consultants – Field Sales Agents to join their team. This role involves identifying and approaching prospective clients, promoting financial products, assessing client needs, guiding them through the application process, and building strong client relationships. The successful candidate will be responsible for meeting sales targets and maintaining accurate records of field activities.

Roles and Responsibilities

• Identify and approach prospective clients through field visits, networking, referrals and other direct sales activities to generate new business.
• Promote the company's financial products and services to individuals and businesses, explaining their features, benefits and applicable terms.
• Assess potential clients' financial needs and recommend suitable financial products based on their requirements and eligibility.
• Guide prospective clients through the application process, assist with documentation and ensure submitted applications are complete and accurate.
• Build and maintain strong relationships with existing and prospective clients to encourage customer satisfaction, retention and referrals.
• Meet assigned sales and client acquisition targets, maintain accurate records of field activities and prepare regular sales performance reports.

Requirements

• Updated Curriculum Vitae (CV) highlighting relevant experience.
• Clear copy of National Registration Card (NRC).
• Any additional supporting documents demonstrating qualifications and suitability for the position.

Responsibilities

• Identify and approach prospective clients through field visits, networking, referrals and other direct sales activities to generate new business.
• Promote the company's financial products and services to individuals and businesses, explaining their features, benefits and applicable terms.
• Assess potential clients' financial needs and recommend suitable financial products based on their requirements and eligibility.
• Guide prospective clients through the application process, assist with documentation and ensure submitted applications are complete and accurate.
• Build and maintain strong relationships with existing and prospective clients to encourage customer satisfaction, retention and referrals.
• Meet assigned sales and client acquisition targets, maintain accurate records of field activities and prepare regular sales performance reports.

Skills

• Sales
• Client Relationship Management
• Financial Product Promotion
• Needs Assessment
• Application Process Guidance
• Sales Reporting

Qualifications

• Updated Curriculum Vitae (CV) highlighting relevant experience.
• Clear copy of National Registration Card (NRC).
• Any additional supporting documents demonstrating qualifications and suitability for the position.

How to Apply

Job application procedure
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