Marketing / Field Agent

Role Summary

The Marketing and Field Agent is responsible for customer acquisition, savings mobilization, relationship management, and consistent field engagement. This position focuses on driving daily savings, growing the customer base, and representing the organization professionally in the field. This role offers excellent opportunities for career growth.

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 and 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 (advantageous)