Roles/Duties & Responsibilities

• Engage with qualified leads through calls, emails, and meetings.
• Conduct needs analysis and offer tailored pension solutions.
• Follow up with clients post-sale to ensure satisfaction and upsell opportunities.
• Collaborate with marketing and lead generation teams.
• Report on conversion rates and sales performance.
• Develop competitive strategies to grow our products
• Support annual budget through strategic partnerships.
• Address and resolve customer issues and complaints.
• Inform clients about regulatory changes and product updates.
• Work closely with the line manager and other departments to achieve business goals.

Skills & Qualifications

• Bachelor’s degree in a business-related field (Marketing, Sales, Public Relations, or equivalent)
• Minimum 8 years’ experience in sales or related field.
• Diploma in Insurance or Pensions is an added advantage.
• Excellent knowledge in pension and insurance industry
• Proficiency in MS Word and Excel.
• Understanding of retirement benefits or investment products.
• Excellent presentation, communication & interpersonal skills.
• Self-driven, results-oriented, and professional.
• Comfortable engaging with senior executives.