Direct Sales Agent – Fircroft

Position Overview:

The successful candidate will be responsible for promoting and selling a range of banking products to customers, including credit cards, mortgage loans, personal finance solutions, auto lease options, insurance products, etc.

Responsibilities:

• Identify and target potential customers through various channels, including referrals, leads, and cold calling.
• Engage with customers to understand their financial needs and provide suitable banking solutions, including credit cards, mortgage loans, personal finance options, auto lease plans, and insurance products, etc.
• Actively promote and sell banking products, explaining features, benefits, and terms to customers.
• Generate leads and convert them into sales by delivering persuasive sales pitches and overcoming objections.
• Develop and maintain a strong knowledge of the bank’s products and services, as well as industry trends and competitor offerings.
• Conduct thorough customer needs assessments to offer personalized recommendations and optimize cross-selling opportunities.
• Build and maintain strong relationships with customers to enhance customer loyalty and increase referral business.
• Achieve individual sales targets and contribute to the overall sales goals of the organization.
• Ensure compliance with all banking regulations and internal policies throughout the sales process.
• Keep accurate and up-to-date records of customer interactions, sales activities, and pipeline management.
• Collaborate with other teams, such as customer service and product development, to provide feedback and improve the customer experience.
• Continuously update knowledge of banking industry trends, products, and competitive landscape to position and differentiate our offerings effectively.

Job Details

Preferred Candidate