A Direct Sales Agent (DSA) in PECCU COOP-BOD is primarily responsible for the outreach, marketing, and acquisition of new clients for the PECCU’s products, especially deposits, loans, and other financial services. The DSA spends most of their time in the field, engaging directly with potential clients in their communities or workplaces.
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\nKey Responsibilities and Duties<\/p>\n
The duties of a Direct Sales Agent in PECCU focus heavily on hitting aggressive sales targets and expanding the PECCU’s client base:
\nI. Sales and Client Acquisition
\n\u25cf Lead Generation and Prospecting: Actively seek out and identify potential customers in target markets, often through door-to-door sales, field visits, community drives, workplace campaigns, and referrals.
\n\u25cf Product Promotion: Present, promote, and sell the PECCU’s specific products : deposit accounts, loans, digital banking apps) to prospective clients.
\n\u25cf Customer Education: Clearly explain the features, benefits, terms, and conditions of the PECCU’s financial products, ensuring clients understand their repayment obligations and the value of savings.
\n\u25cf Account Opening and Loan Applications: Guide new clients through the complete account opening process and assist them in accurately completing loan application forms, collecting necessary documentation.
\n\u25cf Achieve Sales Targets: Meet or exceed agreed-upon weekly and monthly targets (Key Performance Indicators – KPIs) for new accounts opened, deposit mobilization, and loan disbursements.<\/p>\n
II. Market Intelligence and Relationship Management
\n\u25cf Relationship Building: Build and maintain strong, positive relationships with new and existing clients to encourage long-term business and generate referrals.
\n\u25cf Market Feedback: Gather and report market intelligence, customer feedback, and information on competitor activities to the Commercial and marketing Team Lead to help refine product offerings and marketing strategies.
\n\u25cf Brand Representation: Act as a professional and positive ambassador for PECCU in the community at all times.
\nIII. Compliance and Reporting<\/p>\n
\u25cf Documentation Integrity: Ensure all application forms and required documents comply strictly with the MFI’s policies, especially Know Your Customer (KYC) and anti-money laundering regulations.
\n\u25cf Sales Reporting: Prepare and submit accurate and timely daily, weekly, and monthly sales activity reports, sales forecasts, and progress updates to the supervisor.
\n\u25cf Follow-up: Follow up on leads and client applications to ensure they are processed efficiently by the branch team.
\n________________________________________
\nQualifications and Skills<\/p>\n
\u25cf Education: Typically requires a Diploma or Bachelor’s Degree in Marketing, Business Administration, Finance, or a related field.
\n\u25cf Experience: Previous experience (often 1-3 years) in direct sales, field marketing, or a customer-facing role, preferably in the banking, microfinance, insurance, or telecommunications sectors.
\n\u25cf Core Skills & Attributes:
\n\u25cb Strong Sales and Negotiation Skills: Proven ability to persuade, overcome objections, and close sales effectively.
\n\u25cb Target-Driven: Highly motivated, self-starter, and focused on achieving and exceeding performance goals.
\n\u25cb Communication: Excellent verbal and interpersonal skills, often including fluency in English and French.
\n\u25cb Community Networking: Must be able to easily establish rapport and strong networks within the community or designated territory.
\n\u25cb Integrity: High level of honesty and ethical conduct, especially when handling client information and funds.
\n\u25cb Mobility: Must be willing and able to spend significant time in the field, traveling to meet clients.
\n\u25cb Digital marketing: Using platforms like Facebook, Instagram, LinkedIn, and TikTok to build brand awareness, engage with the community, and drive traffic.<\/p>\n
HOW TO APPLY ?<\/p>\n
Interested ?
\nSend your CV and a motivation letter via mail
\nrh.recrutement0623@gmail.com \/ 68282 9970<\/p>\n
Application Dateline : 06 December 2025<\/p>\n","protected":false},"excerpt":{"rendered":"
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