CredPal is a leading financial technology company that offers a comprehensive range of financial solutions, including credit cards and investment opportunities, to empower individuals. Our mission is to revolutionize access to credit and investment, enabling individuals to take charge of their financial well-being.

Job Position: Direct Sales Officer

Job Location: Yaba, Lagos

Job Description

  1. We are looking to hire an experienced Direct Sales Officer.
  2. Your primary responsibility will be to promote and sell our investment products to individual clients.
  3. You will play a crucial role in expanding our investment portfolio and driving financial prosperity for our customers.
  4. You will be responsible for generating leads and closing sales for the Invest product.
  5. This includes and is not limited to conducting inbound and outbound telephone calls to achieve sales targets, qualifying leads, and presenting the product to prospects.
  6. The ideal candidate will have a proven track record of success in direct sales and a passion for helping people invest their money.
  7. The telesales executive’s responsibilities also include cross-selling or up-selling our products where possible.

Job Responsibilities

  1. Meet and exceed sales targets for the investment product, contributing significantly to the growth of the organization’s investment portfolio.
  2. Customer acquisition and relationship management.
  3. Conduct outbound calls to potential customers.
  4. Qualify leads and determine their interest in the Invest product.
  5. Present the Invest product to prospects and answer their questions.
  6. Close sales and follow up with customers to ensure satisfaction.
  7. Maintain a close relationship with existing customers and upsell them on additional products.
  8. Provide excellent customer service to all prospects and customers.
  9. Track and report on sales performance.
  10. Developing and sustaining solid relationships with customers to encourage repeat business.
  11. Developing in-depth knowledge of customer products and services to make suitable recommendations based on customers’ needs and preferences.
  12. Continually meeting or exceeding daily and monthly targets with respect to call volume and sales.

Job Requirements

  • HND / Bachelor’s Degree in Finance, Business Administration, Economics or a related field is preferred.
  • 2-3 years Experience in Direct Sales, preferably in the financial services industry.
  • Proven track record of success in direct sales, with a focus on investment products or financial services.
  • Strong understanding of investment products, financial markets, and investment strategies.
  • Excellent communication, negotiation, and presentation skills.
  • Ability to build and maintain positive relationships with clients, fostering trust and loyalty.
  • Proactive and self-motivated with a passion for achieving and exceeding targets.
  • Sound knowledge of financial regulations and compliance requirements.


  1. Competitive salary package with performance-based incentives.
  2. Professional development opportunities.
  3. A collaborative and inclusive work culture that fosters growth and innovation.
  4. Opportunity to work with cutting-edge products and technologies.
  5. Supportive and approachable management team dedicated to your success.

Application Deadline
30th September, 2023.

How to Apply
Interested and qualified candidates should:
Click here to apply online

Tagged as: Sales