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Sales Lead (Loan / Investment)

Rosabon Financial Services (RFS) Limited (Hybrid)

Job Summary

  • The candidate will be responsible for selling various loan products. He/She will act as a liaison between customers and our financial institution and will help qualified applicants obtain loans on time. Lead a team of sales executive.
  • The Rosabon Sales Leadis required to collect and prepare all materials needed to process transactions (loans and investments). Lead team os sales executive.
  • He/ She will also be responsible for reviewing loan applications, evaluating the potential risks of granting loans to applicants

Duties & Responsibilities

  • Sell loans and investment to prospective clients
  • Evaluate creditworthiness by processing loan applications and documentation within specified limits
  • Interview applicants to determine financial eligibility and the feasibility of granting loans
  • Determine all applicable ratios and metrics, and set up debt payment plans
  • Communicate with clients either to request or to provide information
  • Complete loan contracts and counsel clients on policies and restrictions
  • Review loan agreements to ensure that they are complete and accurate according to policy
  • Update account records, compute payment schedules, and process transactions on the ERP
  • Update job knowledge on types of loans and other financial services
  • Assess customer needs, explore all options, and introduce different types of loans
  • Develop referral networks, suggest alternate channels, and cross-sell products and services to accomplish quotas
  • Go the “extra mile” to build trust relationships, customer loyalty, and satisfaction throughout the underwriting process.

Qualifications / Requirements

  • BSc Degree in Finance, Economics, or a related field
  • Proven working experience as a sales lead in a Financial Firm
  • Solid understanding of direct/indirect lending products and practices
  • Customer satisfaction orientation and sales competencies
  • Ability to work in a goal-oriented environment and meet set targets
  • Solid understanding of local, state, and federal loan regulations.
  • Knowledge of various financial products across the industry and sector
  • Customer service-oriented with exceptional.

Application Closing Date
15th August, 2026.

How to Apply
Interested and qualified candidates should send their CV to:  View email address on hotnigerianjobs.com using the job title as the subject of the mail.

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Vacancy posted 4 days ago
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