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2 days ago
Sales Agent (Field Officer)
Blue Diamond Microfinance LTD
Sales
Banking, Finance & Insurance
Confidential
Easy Apply
Job Summary
We are seeking motivated, target-driven, and socially-minded Sales Agents (Field Officers) to join our growing team. In this field-based role, you will be the face of our institution responsible for promoting our loan and savings products, building strong relationships with clients, and expanding our reach within assigned communities. Success in this role requires a blend of salesmanship, financial acumen, empathy, and cultural awareness.
- Minimum Qualification : Diploma
- Experience Level : Entry level
- Experience Length : 1 year
Job Description/Requirements
Company: Blue Diamond Microfinance Ltd
Location: Kampala
Reports to: Branch Manager
Employment Type: Full-Time (Field-based with travel)
About Us
Blue Diamond Microfinance Ltd is a forward-thinking, community-focused microfinance and software firm dedicated to empowering individuals, entrepreneurs, and small businesses with access to financial services. We believe in financial inclusion, integrity, and personalized service that transforms lives and grows local economies. Our mission is to provide responsible lending, savings products, and financial education to underserved communities.
Role Overview
We are seeking motivated, target-driven, and socially-minded Sales Agents (Field Officers) to join our growing team. In this field-based role, you will be the face of our institution responsible for promoting our loan and savings products, building strong relationships with clients, and expanding our reach within assigned communities. Success in this role requires a blend of salesmanship, financial acumen, empathy, and cultural awareness.
Key Responsibilities
Sales & Business Development
- Actively prospect, identify, and recruit new clients (individuals, groups, small business owners) within your assigned territory.
- Promote the institution’s loan products, savings accounts, and other financial services effectively.
- Conduct field visits, community meetings, and local networking to generate leads and build a strong client pipeline.
- Meet and exceed monthly/quarterly sales targets for loan disbursements and new account openings.
- Prepare and submit daily/weekly sales activity reports to your supervisor.
Client Onboarding & Education
- Guide clients through the loan application process—from initial inquiry to documentation and approval.
- Explain product features, terms, conditions, and repayment schedules clearly and transparently.
- Provide basic financial literacy education to help clients make informed borrowing and saving decisions.
- Ensure all client documents are accurately collected, verified, and submitted in compliance with institutional policies.
Relationship Management & Follow-up
- Maintain regular contact with clients to ensure satisfaction, address concerns, and encourage timely repayments.
- Support clients in developing feasible business or personal financial plans where applicable.
- Identify opportunities for cross-selling or upselling suitable products to existing clients.
- Gather client feedback to help improve products and services.
Compliance & Reporting
- Adhere to the institution’s code of conduct, ethical lending practices, and regulatory requirements.
- Ensure all sales activities are recorded accurately in the institution’s CRM or loan tracking system.
- Assist in the follow-up of overdue repayments in collaboration with the collections team.
Qualifications & Skills
Required
- Minimum of a Diploma; A degree in Business, Marketing, Economics, Social Sciences, or related field is an advantage.
- At least 1 year of experience in field sales, preferably in microfinance, banking, FMCG, or telecom sales.
- Proven ability to meet sales targets and work independently with minimal supervision.
- Excellent interpersonal, communication, and negotiation skills.
- Basic numeracy and comfort with handling financial discussions.
- Willingness to travel extensively within the assigned area (own motorcycle or ability to use public transport is a plus).
- Familiarity with the local community, culture, and business landscape.
Preferred
- Prior experience as a Field Officer or Sales Agent in a microfinance institution, SACCO, or bank.
- Understanding of group lending methodologies (e.g., village banking, solidarity groups).
- Proficiency using mobile data collection tools or CRM systems.
- Valid riding permit (Class A) is advantageous.
Personal Attributes
- Empathetic and patient, with a genuine desire to help clients improve their financial well-being.
- Honest, trustworthy, and able to maintain confidentiality.
- Self-motivated, resilient, and comfortable working in rural or peri-urban settings.
- Strong problem-solving skills and ability to handle client objections professionally.
What We Offer
- Competitive commission-based salary with performance incentives and bonuses.
- Transport and communication allowances.
- Comprehensive training in microfinance products, sales techniques, and client management.
- Career growth opportunities into supervisory or managerial roles.
- A meaningful role where you directly contribute to community development and financial inclusion.
Blue Diamond Microfinance Ltd is an equal opportunity employer. We encourage applications from women and youth, and we are committed to creating a diverse and inclusive team.
How to Apply:
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