Direct Sales Agent at CPF Financial Services

CPF Financial Services are inviting applications from the suitably qualified candidates to fill the vacancies of Direct Sales Agent.

CPF Financial Services is a leading financial institution in Kenya offering pension funds administration, trust fund administration, management consulting, corporate training, and agency services, alongside investments in real estate, insurance, and renewable energy.

Job Purpose

To drive business growth by identifying and acquiring new clients, promoting CPF Financial Services Limited's products and services, generating qualified leads, and supporting revenue growth through effective sales, relationship management, and market development.

Key Duties and Responsibilities

• Identify, prospect, and acquire new individual and corporate clients.
• Market and sell the Company's products and services, including pensions, insurance, investments, property, advisory, training, trust fund, and transaction advisory services.
• Generating, qualify, and convert sales leads into business opportunities.
• Build and maintain strong customer relationships to enhance client retention and satisfaction.
• Conduct client presentations, product demonstrations, exhibitions, roadshows, and networking activities.
• Develop strategic referral networks and partnerships to expand market reach.
• Maintain an active sales pipeline and achieve assigned sales targets.
• Prepare and submit accurate sales reports, customer records, and business documentation within stipulated timelines.
• Gather market intelligence and provide customer feedback to support business strategy.
• Ensure compliance with Company policies, regulatory requirements, and ethical standards while safeguarding customer and Company information.

Key Performance Indicators (KPIs)

• Number of new clients acquired.
• Value and volume of business generated.
• Revenue generated.
• Lead generation and conversion rate.
• Customer retention and relationship management.
• Achievement of assigned sales targets.
• Timely submission of reports and documentation.
• Compliance with Company policies and regulatory requirements.

Minimum Qualifications

• Diploma in Business Administration, Marketing, Sales, Finance, Insurance, Economics, or a related field.
• Bachelor's degree in a relevant discipline is an added advantage.

Experience

Experience in sales, marketing, business development, customer service, insurance, pensions, banking, investments, or a related field will be an added advantage.

Key Competencies

• Strong communication and interpersonal skills.
• Excellent negotiation and persuasion skills.
• Customer-focused and results-oriented.
• Strong networking and relationship management skills.
• Ability to work independently and meet sales targets.
• Good planning, organizational, and reporting skills.
• High integrity, professionalism, and accountability.

Terms of Engagement

• Contractual commission-based engagement.
• Remuneration shall be in accordance with the Company's Commission Policy.
• Initial engagement period of one (1) year, renewable subject to satisfactory performance and business needs.

Apply for this vacancy

Deadline: Thursday, August 20, 2026

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