MARKETING AGENTS – Doves Financial Services 119 views

Key Responsibilities

• Identify and generate new business leads through field marketing, referrals, networking, and community engagement.
• Promote and sell the institution’s financial products and services to individuals, SMEs, and corporate clients.
• Onboard new clients by assisting with application forms and collecting all required KYC and supporting documents.
• Identify and onboard corporate partners and institutions for staff loan schemes and financial partnerships.
• Assess client financial needs and recommend appropriate loan and financial solutions.
• Conduct marketing visits, presentations, and business meetings with potential and existing clients.
• Ensure all loan applications are complete, accurate, and compliant before submission for processing.
• Support clients throughout the loan application and approval process, providing timely updates.
• Build and maintain strong relationships with clients to encourage repeat business and referrals.
• Achieve monthly sales targets and contribute to the growth of the loan portfolio.

Requirements

• Minimum of 5 O’ Level passes, including Mathematics and English.
• 1-3 years’ experience in sales, marketing, financial services, or a related field is an added advantage.
• Degree, certificate or diploma in related field is an added advantage.
• Strong understanding of financial products and services (e.g., loans, insurance, investments) and general market dynamics.
• Ability to generate leads, influence clients, and successfully close sales.
• Excellent communication and interpersonal skills, with the ability to engage professionally with clients.
• Strong numerical and analytical skills, with good attention to figures and detail.
• Good problem-solving ability and a customer-focused mindset.
• Ability to build, manage, and maintain long-term client relationships.
• Presentable, confident, and persuasive, with the ability to handle client interactions effectively.

How to Apply