Background

MyCredit Limited is a non-bank financial services institution. We offer Loans & Insurance. This is a full-time Sales Executive role based in Mombasa with a hybrid work arrangement, allowing some work-from-home flexibility.

Responsibilities

The Sales Executive will identify and pursue new business opportunities, promote loan and insurance products, and build strong relationships with prospective and existing clients. Daily activities include conducting sales calls and meetings, following up on leads, preparing proposals, and guiding clients through the application and onboarding process. The role also involves maintaining accurate records in sales and CRM systems, meeting individual and team sales targets, and collaborating with colleagues to optimize customer experience. The Sales Executive will stay informed about MyCredit’s products, policies, and market trends to effectively communicate value to customers and contribute to ongoing improvements in sales strategies.

Qualifications

Strong sales, negotiation, and closing skills with a track record of meeting or exceeding targets. Customer service and relationship management skills, including the ability to build trust and long-term client partnerships. Basic financial literacy and understanding of loan and insurance products, or willingness to learn quickly. Good communication and presentation skills, both written and verbal, with attention to clarity and professionalism. Organizational and time management skills, including the ability to prioritize, follow up on leads, and maintain accurate documentation. Proficiency with common office software and CRM or sales tracking tools. Ability to work independently and collaboratively in a hybrid environment, with reliability in both office and remote settings. Previous experience in financial services, insurance, banking, or related sales roles is an advantage.

• Identify and pursue new business opportunities
• Promote loan and insurance products
• Build strong relationships with prospective and existing clients
• Conducting sales calls and meetings
• Following up on leads
• Preparing proposals
• Guiding clients through the application and onboarding process
• Maintaining accurate records in sales and CRM systems
• Meeting individual and team sales targets
• Collaborating with colleagues to optimize customer experience
• Stay informed about MyCredit’s products, policies, and market trends
• Effectively communicate value to customers
• Contribute to ongoing improvements in sales strategies

• Sales
• Negotiation
• Closing skills
• Customer service
• Relationship management
• Financial literacy
• Communication skills
• Presentation skills
• Organizational skills
• Time management skills
• Proficiency with common office software
• CRM or sales tracking tools

• Track record of meeting or exceeding targets
• Ability to build trust and long-term client partnerships
• Basic financial literacy and understanding of loan and insurance products, or willingness to learn quickly
• Good communication and presentation skills, both written and verbal, with attention to clarity and professionalism
• Organizational and time management skills, including the ability to prioritize, follow up on leads, and maintain accurate documentation
• Proficiency with common office software and CRM or sales tracking tools
• Ability to work independently and collaboratively in a hybrid environment, with reliability in both office and remote settings
• Previous experience in financial services, insurance, banking, or related sales roles is an advantage