The Role
Engage inbound and outbound leads to educate prospects on equities, mutual funds, and ETFs; guide users through KYC, account activation, and first deposits; upsell/cross-sell products; maintain CRM records and follow-ups; handle objections and meet weekly/monthly sales KPIs.
Summary Generated by Built In
About the Role
As a Telesales Associate, you will be the first point of contact for prospective users. Your mission is to engage inbound and outbound leads, educate
them on our investment products (global and local equities, mutual funds, ETFs), and
guide them to actively fund and trade on the platform. This is a fast-paced role that
blends active sales, customer education, and pipeline management.
Key Responsibilities
● Outbound & Inbound Sales: Call warm leads, inactive sign-ups, and
prospective users to introduce Chaka’s investment products and drive platform
adoption.
● Account Activation & Onboarding: Walk new users through the registration,
KYC verification, and first-time deposit processes to ensure a seamless setup.
● Upselling & Cross-Selling: Engage existing retail clients to understand their
financial goals and pitch higher-value portfolios or new product offerings.
● Objection Handling & Education: Demystify global stock trading, local
market options, and security/regulatory compliance (SEC Nigeria) for beginners.
● Lead Tracking & CRM Hygiene: Maintain accurate records of all call
activities, customer feedback, and follow-up schedules in our CRM.
● Target Achievement: Meet or exceed weekly and monthly key performance
indicators (KPIs), including call volume, account activation rates, and value of
funded accounts.
Qualifications & Experience
● Education: Bachelor’s degree in Finance, Economics, Business Administration,
Mass Communication, or a related discipline.
● Experience: 0–2 years of experience in telesales, inside sales, customer success,
or relationship management (prior fintech, banking, or brokerage experience is a
major plus).
● Capital Markets Interest: A strong curiosity or basic understanding of how
the stock market, mutual funds, and dollar investments work (we will train you,
but passion is required).
● Communication Powerhouse: Exceptional verbal and written
communication skills with a highly persuasive and professional phone etiquette.
● Numerate & Coachable: Comfortable working with numbers, tracking your
own performance metrics, and learning new sales tools quickly.
Core Competencies
● Resilient Mindset: A positive attitude with the grit and persistence required to
handle objections and hit sales targets.
● Strong Empathy: Excellent active listening skills to build trust and tailor
investment recommendations to user needs.
● High Organization: Ability to prioritize a large pool of leads and manage daily
follow-ups efficiently without losing track.
Skills Required
- Bachelor's degree in Finance, Economics, Business Administration, Mass Communication, or related discipline
- 0-2 years of experience in telesales, inside sales, customer success, or relationship management
- Prior fintech, banking, or brokerage experience
- Basic understanding or strong interest in capital markets (stocks, mutual funds, ETFs)
- Exceptional verbal and written communication skills and professional phone etiquette
- Comfortable working with numbers and tracking performance metrics
- Coachable and quick to learn new sales tools and CRM systems
- Resilient mindset with persistence to handle objections and hit sales targets
- Strong empathy and active listening to tailor recommendations
- High organization and ability to prioritize leads and manage follow-ups
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Jobberman is Nigeria's leading career development and recruitment solutions company, focusing on connecting qualified job seekers with verified employers. Headquartered in Lagos, Nigeria, the company operates as an online job marketplace and career portal. It provides comprehensive online career development support, training services, and personalized HR solutions designed to empower job seekers and assist employers in finding the right talent.
