Pensions Sales Executive Job ICEA Lion Group

Job summary

To promote NSSF Tier 2 Fund Administration & Investment by identifying leads, developing a hot pipeline, offering competitive quotations, generating revenue through direct business acquisition, facilitating new business processing, and providing excellent customer service

Responsibilities

  •  Develop new business through personal initiative.
  •  Promptly providing accurate value added and competitive Quotations and proposals to direct clients/prospects.
  •  Make consistent follow up of all proposals and quotations.
  •  Ensure weekly/monthly activity reports are prepared in readiness for weekly activity reporting.
  •  Making prompt follow up on outstanding proposal/application forms and KYCs on closed businesses to facilitate prompt new business processing and transfer to operations.
  •  Making follow up on outstanding transfer values and contributions for pensions business.
  •  Responding to queries/inquiries from clients promptly and tactfully.
  •  Participate in organizing online or physical events such as workshops or training forums for clients.
  • Attending Clients Meetings and AGMs as assigned by the Manager

Requirements

  •  Bachelor’s Degree in a business or social science related field from a reputable university.
  •  At least  one (1) year of experience in sales of financial solutions
  •  Exceptional sales and customer service skills
  •  Brilliant presentation skills
  •  Skilled at negotiation and problem-solving
  •  Strong communicator, both verbal and written
  •  Self-motivated but able to work as part of a team.
  •  Good organizational and time-management skills.
  •  Positive attitude, self-motivated, self-driven and able to work with minimal supervision.
  •  Good negotiation skills and persuasiveness.
  •  Confidence presenting to a groups of people.
  •  Trustworthiness and discretion when handling confidential information.
  •  A smart appearance and professional manner.
  •  Knowledge of legislation governing Retirement Benefits and Insurance in Kenya will be an added advantage.

How To Apply

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