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About the role
- Telesales Associate driving customer acquisition and education on investment products for fintech company Risevest. Engaging leads through calls and emails to convert them into funded accounts.
Responsibilities
- Engage marketing-generated, inbound, and outbound leads via phone calls and email
- Educate prospects on Rise’s investment products, benefits, risks, and returns in clear, simple terms
- Qualify prospects based on investment readiness, risk appetite, and funding capacity
- Convert qualified leads into active, funded Rise accounts
- Guide customers through onboarding, KYC, and first deposit processes
- Handle objections related to trust, compliance, FX exposure, security, and investment concerns
- Support customers in selecting suitable investment products based on their goals
- Answer customer questions and address complaints or doubts professionally
- Accurately enter, update, and maintain customer and lead data in CRM tools
- Track follow-ups, deal stages, call activity, and conversion progress
- Meet or exceed monthly sales targets, KPIs, and response-time SLAs
- Collaborate with Customer Success, Product, Compliance, and Sales Operations teams
- Share customer feedback, objections, and insights to improve sales processes
- Go the extra mile to facilitate future sales and long-term customer relationships
Requirements
- Bachelor’s degree in Economics, Finance, Business Administration, Accounting, or a related field is preferred
- 1–3 years of experience in telesales, inside sales, or customer acquisition (fintech experience is a plus)
- Proven track record of meeting or exceeding sales targets, preferably over the phone
- Strong phone presence with persuasive communication and negotiation skills
- Ability to learn financial products quickly and explain them clearly to prospects
- Comfort using CRM tools, digital sales platforms, and telephone systems
- Results-driven, target-oriented mindset with strong follow-up discipline
- Basic understanding of financial or investment products, or strong willingness to learn
- Familiarity with Nigerian retail investors and common FX-related concerns is an advantage.
Benefits
- Health insurance
- Paid time off
- Pension contributions
- Parental leave
- Learning opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
Telesales Associate driving customer acquisition for fintech company Risevest. Engaging and educating leads on financial products to convert them into active investment accounts.
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