Lington & Bernie Consulting Limited was established on October 8, 1999 to provide efficient and qualitative consulting services to the oil and gas industry as well as banks and financial institutions in the areas of human resources placement and management, human resources consulting services, tax administration and payroll services as well as oil and gas fiscal and contractual terms advisory services.
We are recruiting to fill the position below:
Job Title: Direct Sales Agent
Locations: Ekwulobia, Nnewi, Uli - Anambra & Festac Town, Abesan - Lagos Employment Type: Full-time
Description
A direct sales agent in a bank is responsible for promoting financial products, acquiring and managing customers, assisting with applications, and ensuring compliance with banking regulations.
Key Responsibilities
Lead Generation and Prospecting: DSAs identify potential customers through cold calls, networking, referrals, and local market knowledge. They actively seek new business opportunities to expand the bank’s customer base and increase revenue
Product Promotion and Sales: They present and explain the features, benefits, and terms of banking products such as loans, savings accounts, and credit facilities. DSAs tailor their approach to meet individual customer needs and persuade prospects to take action
Customer Assistance and Relationship Management: DSAs provide personalized support, guiding customers through product selection, eligibility criteria, and application processes. They maintain ongoing relationships to ensure customer satisfaction and retention
Application and Documentation Support: They assist clients in completing applications, collecting required documents, and verifying information to ensure accuracy and compliance. This helps streamline the bank’s internal processing and reduces errors
Sales Tracking and Reporting: DSAs manage their sales pipeline, track leads, and report progress to supervisors. They prepare sales reports to inform decision-making and monitor performance against targets
Regulatory Compliance: DSAs adhere to banking laws, anti-money laundering (AML) regulations, and internal policies. They ensure all activities are conducted ethically and in line with the bank’s code of conduct
Collaboration: They work with sales teams, marketing, and product specialists to coordinate efforts, share insights, and leverage resources to achieve sales objectives
Customer Interface: As the first point of contact, DSAs foster trust and enhance the customer experience by providing expert advice and personalized service throughout the sales process