Key Responsibilties

• Support client onboarding, account opening, contribution processing, and documentation requirements.
• Identify and pursue new business opportunities among individuals, employers, organizations, and professional groups.
• Build and maintain strong relationships with existing and prospective clients.
• Explain pension products, benefits, contribution requirements, and regulatory guidelines to clients in a clear and professional manner.
• Follow up on prospective clients and converting leads into active contributors.
• Maintain accurate records of client interactions, leads, sales activities, and business opportunities.
• Contribute to the achievement of departmental targets and overall organizational objectives.

Key Performance Indicators

• Number of new clients acquired. (Fresh registrations: New business)
• Growth in pension contributions and assets under management.
• Client retention and satisfaction levels
• TW Prospects conversion rate.
• Achievement of monthly, quarterly, and annual business targets.
• Timely and accurate submission of marketing and sales reports.
• Compliance with regulatory and organizational requirements.

Requirements

• Bachelor’s Degree or equivalent qualification in Marketing, Business Administration, Finance, Economics, Communications, or a related field.
• Previous experience in marketing, sales, business development of financial services, insurance, and banking. Pension industry experience is highly desirable.
• Knowledge of pension products, retirement planning, and relevant industry regulations is desirable.
• Professional certification in marketing, pensions, finance, or a related field will be an added advantage.

Required Skills and Competencies:

• Excellent verbal and written communication skills.
• Good customer relationship management skills.
• Strong networking and business development skills.
• Good knowledge of Microsoft Office and digital marketing platforms.
• High level of integrity, professionalism, and confidentiality.
• Target-oriented, proactive, and results-driven approach.