Direct Sales Representative (DSR)

Duties and Responsibilities:

1. Sales and Marketing:

• Actively seeking out new members through cold calling, networking, and referrals
• Carry out recruitment of new individual and corporate members
• Ensure new members are registered in time and advise members on their membership numbers
• Promoting and selling Sacco products and services to potential and existing members
• Educating potential members on the benefits of joining the Sacco and its various products
• Meeting sales targets and goals set by the Sacco management
• Participate in product campaigns to ensure product information is readily available to members

1. Customer Relationship Management:

• Building and maintaining strong, long-lasting customer relationships
• Activation of dormant accounts as per the set targets
• Handling inquiries and complaints from members effectively and professionally and escalating where necessary
• Providing personalized service to members by understanding their financial needs and offering appropriate solutions
• Pass Sacco information to the members on any new policies or new product in the market

1. Documentation and Compliance:

• Ensuring all sales activities are recorded accurately and promptly
• Adhering to all regulatory requirements and internal policies of the Sacco
• Maintaining confidentiality of member information and financial records

1. Market Research and Reporting:

• Keeping abreast of market trends
• Providing feedback to management on market conditions and member needs
• Preparing regular reports on sales activities, achievements, and challenges

1. Team Collaboration:

• Working closely with other departments within the Sacco, such as credit, operations, and administration, to ensure seamless service delivery
• Participating in team meetings and training sessions to enhance product knowledge and sales techniques
• Any other duties as may be assigned from time to time