Skills Required
Communication Sales MotivationJob Summary
The Sales Field Executive (PREFERABLY WITHIN EMBAKASI) is responsible for promoting and selling financial products (Logbook Loans, Title Deed Loans, Asset Finance, Tender/Trade Finance). This role involves identifying prospects, educating them about available loan products, collecting required documentation, and ensuring smooth processing of Loans.
- Minimum Qualification : Highschool
- Experience Level : No Experience
- Experience Length : No Experience/Less than 1 year
- Working Hours : Full Time
Job Description/Requirements
🎯 Key Responsibilities:
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Identify and approach potential clients in assigned areas
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Promote various loan products and explain the application process
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Assist clients in completing loan application forms
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Collect and verify required documents (e.g., ID, KRA PIN, Logbook, etc.)
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Coordinate with the back-office team for valuation and processing
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Meet daily/weekly/monthly sales targets
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Maintain accurate records of leads, applications, and follow-ups
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Build and maintain client relationships
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Attend regular sales meetings and training sessions
📌 Key Loan Products to Sell:
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Logbook Loans
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Title Deed Loans
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Asset Finance
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Trade Finance
✅ Minimum Requirements:
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KCSE Certificate (Minimum D+ or equivalent)
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Proven experience in field sales (financial services is a plus)
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Excellent communication and interpersonal skills
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Good understanding of loan processes and documentation
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Self-motivated and target-driven
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Must have a smartphone and ability to work independently
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Fluency in English and Swahili
💼 Documents to Carry While Working:
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Company Identification.
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Sales Pitch Material/Brochures
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Loan Application Forms
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Checklist for Loan Requirements
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Client Receipts/Tracking Sheet
🎯 Performance Metrics (KPIs):
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Number of new clients acquired
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Value of loans successfully submitted
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Conversion rate from lead to application
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Client retention/follow-up success
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Area coverage and lead generation effectiveness
Important Safety Tips
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