DIRECT SALES REPRESENTATIVE

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

HOW TO APPLY

• If you meet the above qualifications, skills and experience share CV on This email address is being protected from spambots. You need JavaScript enabled to view it.
• Interviews will be carried out on a rolling basis until the position is filled.
• Only the shortlisted candidates will be contacted.