Direct Sales Agents - Investment Products

Customer Passion Point Limited - CPPL | Lagos, Nigeria

Full-Time Posted today 2 views

About the Role

Customer Passion Point Limited (CPPL), a premier value-creation consultancy, is seeking motivated and results-driven Direct Sales Agents for our investment products division in Abuja and Port Harcourt. In this full-time, on-site role, you will play a crucial part in expanding our client base, promoting lucrative investment opportunities, and driving revenue growth across your assigned territory.

Key Responsibilities
  • Identify, prospect, and engage potential investors within the assigned geographical territory.
  • Present and explain various investment products, detailing their features, risks, and potential returns.
  • Guide prospective clients seamlessly through the account opening and onboarding process.
  • Meet and exceed ambitious monthly and quarterly direct sales targets.
  • Follow up consistently on generated leads and inquiries to ensure high conversion rates.
  • Provide exceptional customer service and maintain accurate, up-to-date client records.
  • Ensure full compliance with company policies, industry standards, and regulatory frameworks.
Qualifications
  • Relevant diploma or university degree in a related discipline.
  • Proven experience in direct sales, financial services, or customer-facing roles will be an added advantage.
  • Basic understanding of financial markets, investment products, and risk management.
  • Exceptional communication, negotiation, and interpersonal skills.
  • High level of integrity, self-motivation, and resilience to thrive in a field-based role.
  • Willingness to travel frequently within Abuja or Port Harcourt to meet prospective clients.
Benefits
  • Competitive base salary coupled with attractive performance-based commissions.
  • Comprehensive training on financial products and advanced sales techniques.
  • Dynamic, supportive, and growth-oriented work environment at a leading Nigerian consultancy.
  • Clear pathways for career progression and professional development.

Skills

Direct Sales Financial Services Client Acquisition Negotiation Customer Service Investment Products Lead Generation

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