Job Description
Role Summary
- The Marketing / Field Agent is responsible for customer acquisition, savings mobilization, relationship management, and consistent field engagement.
- The role focuses on driving daily savings, growing the customer base, and representing the organization professionally in the field.
Key Responsibilities
- Prospect, identify, and onboard new customers for savings and thrift products
- Mobilize daily, weekly, and monthly savings from customers in assigned locations
- Educate customers on savings plans, benefits, and company products
- Maintain strong relationships with existing customers to encourage consistency and retention
- Collect savings through approved channels and ensure proper documentation
- Issue receipts and update customer records accurately and promptly
- Follow up on inactive or defaulting customers to restore savings consistency
- Represent the organization professionally in all field engagements
- Submit daily activity reports, savings records, and customer updates
- Work closely with Supervisors, Reconciliation Officers, and Management to resolve issues
- Comply strictly with company policies, ethics, and operational guidelines
Key Performance Indicators (KPIs)
- Number of new customers onboarded
- Volume and consistency of savings mobilized
- Customer retention rate
- Accuracy and timeliness of savings records and reports
- Compliance with operational and ethical standards
- Achievement of daily, weekly, and monthly targets
Required Skills & Competencies
- Strong communication and interpersonal skills
- Ability to persuade, educate, and build trust with customers
- Self-motivated and target-driven
- High level of honesty, discipline, and accountability
- Ability to work independently and in the field
- Basic record-keeping and reporting skills
- Experience in sales, marketing, thrift, cooperative, or field work is an advantage
- Educational background (Degree, HND, OND, or relevant experience) is acceptable.