WhatsApp Sales Agent (Infobip) Job Mogo Finance

Sales Jobs, Mogo Finance Jobs. WhatsApp Sales Agent (Infobip) drives sales and customer conversion via digital messaging channels, requires a Business, Sales, or Marketing Diploma or Degree and 1–2 years sales/telesales experience. Full-time role in Nairobi.

Purpose of the role:

Reply fast to every inbound WhatsApp enquiry, qualify the customer, guide them through documents and application, and hand a complete file to credit — while giving a compliant, professional experience that protects Mogo’s brand and the customer’s data. 

Responsibilities

Lead response and engagement 

• Reply to every assigned WhatsApp conversation within the first-response target across your whole shift. 
• Clear new chats in the first 30 minutes of each shift before working older chats 
• Handle several chats at once without losing quality or context.Use approved message templates for outbound follow-ups outside the 24-hour window; never send unapproved bulk or promotional messages. 
• Manage the queue: claim, tag, transfer, and close conversations correctly so nothing is left unattended. 

Qualification and needs discovery 

• Identify the customer’s need and match it to the right product (logbook loan, car financing, boda boda, or other). 
• Confirm basic eligibility against current product criteria before collecting documents. 
• Explain product terms clearly and accurately: amount, tenure, pricing, fees, repayment schedule, and security requirements. 
• Handle objections and comparisons with competitors honestly, without over-promising approval or terms. 

Application and document collection 

• Search for an existing application before creating a new one, so no duplicates are created 
• Guide the customer through the application step by step. 
• Collect required documents through the secure channel, check them for completeness and legibility, and upload them to the loan system. 
• Book vehicle inspections, branch visits, or callbacks where the product requires it. 
• Hand off complete files to credit/underwriting and keep the customer updated until a decision. 

Follow-up and conversion 

• Follow up on incomplete applications and dropped conversations within the agreed timelines. 
• Work cold and dormant leads assigned to them, through both WhatsApp (approved templates, opt-in rules) and outbound calls. 
• Dial leads proactively when chat stalls, when a customer prefers a call, or when a call will close faster — meeting daily call targets alongside chat work. 
• Log every call outcome and agree the next action (callback, document follow-up, or close) in the CRM. 
• Re-engage warm leads using approved templates and opt-in rules. 
• Coordinate with branches and telesales colleagues when a lead needs a physical visit or specialist handling. 

Data quality and reporting 

• Record every interaction accurately in Infobip and the CRM/loan system: disposition, lead source, product, and stage. 
• Tag lost leads with a clear reason so the team can fix funnel leaks. 
• Share customer feedback, recurring questions, and product gaps with the Team Lead. 

Customer experience and escalation 

• Keep a professional, friendly tone in English and Kiswahili on chat and calls; do not use Sheng or slang. 
• Route service, payment, collections, and complaint queries to the right team rather than resolving them outside scope. 
• Escalate fraud indicators, suspicious documents, and abusive customers immediately. 

Requirements

Education and experience 

• Diploma or degree in business, sales, marketing, or a related field. 
• 1–2 years in sales, telesales, or a contact centre, ideally in financial services, digital lending, or automotive. 
• Experience on live chat or WhatsApp Business for customer engagement is an advantage. 

Skills 

• Excellent written English and Kiswahili: clear, correct, and quick. 
• Fast, accurate typing; comfortable running several chats at once. 
• Strong persuasion and objection handling without pressure tactics, on chat and on outbound calls. 
• Basic numeracy to explain loan amounts, repayments, and fees. 
• Comfortable with CRM and chat platforms; Infobip experience is a plus. 

Attributes 

• Target-driven and resilient. 
• Detail-oriented with documents and data entry. 
• High integrity and discretion with customer information. 
• Available for rotating shifts, including weekends and public holidays. 

How to Apply

Click here to apply