Pension Sales Executives (Lead Generators & Lead Convertors)

Job Description

We are seeking a results-driven professional to engage with qualified leads, conduct needs analysis, and deliver tailored pension solutions. This role works closely with marketing, sales, and other departments to achieve business goals and drive growth.

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.

Qualifications & Skills

• Bachelor's degree in any field from a recognized university.
• Certificate of Proficiency (COP) in Insurance is an added advantage.
• Sales and Marketing certification is an added advantage.
• 2+ years experience in sales or related field.
• 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.