Money Market Account Roaming Agent

As a Money Market Account (MMA) agent, the primary responsibility will be to drive sales through strategic promotion of our product. This role requires a results-oriented individual with a proven track record in sales within the competitive retail banking industry. Strong communication skills, the ability to work independently, and a willingness to travel on short notice are essential requirements for success in this position. Adaptability, proficiency in technology, and a proactive mindset are key attributes that will enable you to excel in this role.

Actively promote and sell our Money Market Account by effectively communicating its benefits and features to potential customers. Consistently meet and exceed sales targets by proactively seeking new opportunities and converting leads into Money Market Account holders. Utilise remote work to connect with clients and prospects through various communication channels, with the objective of maximising sales opportunities. Attend client meetings, conferences, or other events in support of sales initiatives. Demonstrate the ability to excel under pressure, maintaining composure and focus to achieve sales targets even in challenging situations. Possess strong technological skills to effectively utilize tools and platforms for sales activities and CRM management. Follow all sales processes and ensure best in class sales experience for our customers. Ensure accuracy of product and service-related information. Monitor sales targets and promote sales according to customer needs to meet and exceed targets without any comebacks (due to misinformation or incorrect product details). Deliver a superior customer experience as measured through customer feedback. Take ownership of each customer served and ensure all questions are addressed in a professional manner. Provide ongoing feedback and new ideas to the MMA team to continuously adapt and improve our customer experience. Ensure product knowledge is relevant and continuously updated.

Grade 12 / Matric

+2 years of sales experience in the retail banking sector.

Strong communication and interpersonal skills. Proven track record of meeting and exceeding sales targets. Ability to work independently and remotely Monday.com CRM platform. Technologically proficient with the ability to adapt to new tools and platforms. Flexibility to travel at short notice and work weekends if required. Owns a personal smartphone for work-related communication and tasks.