Telesales Associate driving customer acquisition for fintech company Risevest. Engaging and educating leads on financial products to convert them into active investment 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
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