Loan Sales Agent

We are looking for a proactive Loan Sales Agent to join our frontline commercial team and help individuals and business owners access financing that fits their needs. This role is focused on building genuine customer relationships, identifying prospective borrowers, explaining available lending options, and supporting qualified applicants throughout the initial loan process.

You will spend much of your time engaging potential customers through direct outreach, referrals, follow-up conversations, and other approved sales channels. The position requires someone who can listen carefully, understand a customer's financial objective, and communicate lending information in a straightforward and responsible manner.

The successful candidate will develop a healthy pipeline of prospects, introduce suitable loan products, maintain regular contact with interested applicants, and work closely with internal teams to ensure applications are handled accurately and efficiently. You will also be expected to maintain reliable records of customer interactions, sales activity, prospects, and follow-up commitments.

This opportunity is well suited to a commercially minded professional who enjoys meeting people, working toward measurable objectives, and turning conversations into meaningful business relationships. Previous exposure to financial services, credit, banking, microfinance, insurance, telecommunications sales, or another customer-facing commercial environment will be useful.

We value professionalism, persistence, honesty, and a customer-first approach. You should be comfortable working independently while remaining accountable to team targets and company procedures.

The role offers an opportunity to build practical experience in financial sales while contributing directly to the growth of our customer base and responsible access to business financing.

• 2 years

Identify and approach prospective customers who may have legitimate financing needs.
Build and maintain a structured pipeline of qualified loan prospects.
Introduce available financing products and explain their key features clearly.
Ask relevant questions to understand customer requirements and financial objectives.
Guide interested prospects through the initial stages of the loan application process.
Follow up with prospective customers at appropriate stages of the sales journey.
Develop new leads through referrals, networking, field activity, outreach, and approved marketing channels.
Maintain accurate records of prospects, conversations, applications, follow-ups, and sales outcomes.
Work with internal credit and operations teams when additional customer information is required.
Ensure customer information is collected and submitted according to established procedures.
Communicate honestly about product requirements, applicable conditions, and the application process.
Build long-term relationships with customers and encourage appropriate repeat business where suitable.
Respond professionally to customer questions and direct complex matters to the relevant internal team.
Monitor personal sales activity and work consistently toward assigned performance objectives.
Review the sales pipeline regularly and prioritize prospects according to business needs and follow-up requirements.
Participate in team meetings, sales activities, product briefings, and relevant training sessions.
Keep up to date with approved loan products, customer eligibility requirements, and internal sales procedures.
Protect confidential customer information and handle documentation responsibly.
Provide useful feedback to management regarding customer concerns, market opportunities, and recurring sales challenges.
Represent the organization professionally when interacting with customers, business owners, community contacts, and referral partners.

Diploma or equivalent qualification from a recognized institution.
Training or academic exposure in business, finance, marketing, sales, economics, or a related field is an advantage.
Previous experience in sales, customer acquisition, financial services, lending, banking, microfinance, insurance, or another client-facing environment is beneficial.
Demonstrated ability to communicate with customers professionally and confidently.
Basic understanding of sales processes, lead generation, and customer relationship management.
Comfortable using smartphones, email, spreadsheets, and standard digital communication tools.
Willingness to undertake field-based or outreach activities where required.
Ability to follow company procedures when handling customer information and applications.

Prospecting and lead generation
Consultative selling
Customer relationship management
Persuasive communication
Active listening
Follow-up and pipeline management
Negotiation and objection handling
Business networking
Sales reporting
Basic financial understanding
Digital communication
Time management
Target-oriented execution
Professional customer service
Attention to detail
Ethical handling of customer information
Self-motivation
Team collaboration