Pensions Sales Executive

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.