Accurex Consultants, being founded in 1998, is a Management Consulting center with a highly qualified team of dedicated management & human resource experts. We are the one stop Centre for all of your management and Human Resource needs.

Responsibilities or duties

To drive credit sales growth by identifying potential customers, promoting credit products, and ensuring timely repayment. The Field Sales Agent is responsible for customer acquisition, credit assessment support, and maintaining strong client relationships to achieve sales and repayment targets.

Qualifications or requirements (e.g., education, skills)

Diploma or Bachelor’s Degree in Business, Sales, Marketing, or related field

Experience needed

Minimum of 2 years’ experience in field sales, preferably in credit or financial services

Any other provided details (e.g., benefits, work environment, team info, or additional notes)

• Knowledge of credit processes and customer onboarding
• Strong sales and negotiation skills
• Excellent communication and interpersonal skills
• Ability to work independently and meet targets
• Customer service orientation
• Basic financial literacy and credit knowledge
• High integrity and ethical standards
• Strong organizational and time management skills

• Identify and approach potential customers for credit products.
• Promote and explain credit offerings to clients.
• Achieve monthly and quarterly sales targets.
• Maintain accurate records of customer interactions and sales activities.
• Collect and verify customer documentation for credit applications.
• Support credit evaluation processes by providing accurate customer information.
• Ensure compliance with company credit policies during onboarding.
• Build and maintain strong relationships with clients.
• Provide after-sales support and resolve customer queries.
• Educate customers on repayment schedules and credit terms.
• Monitor customer satisfaction and retention levels.
• Track repayment schedules and follow up with customers.
• Ensure timely collection of outstanding amounts.
• Report delinquent accounts and support recovery efforts.
• Maintain proper documentation of repayment activities.
• Gather market insights and competitor information.
• Provide feedback to management on customer needs and market trends.
• Prepare daily, weekly, and monthly sales reports.
• Participate in sales and credit review meetings.
• Adhere to company policies, credit guidelines, and regulatory requirements.
• Identify potential risks in customer credit behavior.
• Recommend mitigation measures to minimize default risks.
• Work closely with credit officers, sales teams, and branch staff.
• Share best practices and support team performance.
• Participate in training and development programs.

• Strong sales and negotiation skills
• Excellent communication and interpersonal skills
• Ability to work independently and meet targets
• Customer service orientation
• Basic financial literacy and credit knowledge
• High integrity and ethical standards
• Strong organizational and time management skills

• Diploma or Bachelor’s Degree in Business, Sales, Marketing, or related field
• Minimum of 2 years’ experience in field sales, preferably in credit or financial services
• Knowledge of credit processes and customer onboarding