Trust Consultant

Job Summary

• The Trusts Consultant is responsible for growing the business revenue by identifying profitable business opportunities and securing sound business deals.  The jobholder will also be responsible in development and support of the growth of business distribution structure to ensure that the company achieves its revenue acquisition and retention targets.

ROLES AND RESPONSIBILITIES

Strategy and Marketing Roles

• Actively participating in the, implementation and execution of strategic marketing plans in support of the corporate strategy.
• Conduct market research to identify new business opportunities and reporting to management on market feedback and intelligence.
• Develop and implement sales strategies, client service and retention plans, and analysing sales data to inform or update marketing strategies.
• Analyse marketing expenditure and sales revenue financial data and developing effective strategies to attain optimal business costs and sales revenue balance in order to attain company profitability objectives.

Sales, Marketing and Distributions Channels Roles 

• Assist with drafting business plans, sales pitches, presentations, reference material, and other documents as required, and developing quotes and proposals for clients.
• Recruit, training, support and motivate business distribution channel partners - Agents (Independent / Internal), Brokers, Employers/Trustees, Scheme Administrators, Institutional aggregators.
• Develop and sustain solid relationships with the business partners (Sponsors, trustees and administrator), distribution channel partners and clients to implement growth strategies.
• Attend and accurately provide competitive quotations to the sales partners (Agents and Brokers) and clients.
• Arrange meetings with potential clients on behalf of the sales channels to establish rapport, present company offerings and negotiate business deals.

Business Development Roles

• Analyze customer feedback data to determine whether customers are satisfied with company products and services.
• Provide insight into product development and competitive positioning by maintaining detailed knowledge of current market conditions.
• Collaborate with senior management to determine the most viable, cost-effective approach to pursue new business opportunities. 

EXPERIENCE, ACADEMIC & PROFESSIONAL QUALIFICATIONS AND KNOWLEDGE

• Bachelor’s Degree in business management or administration, finance, accounting, marketing, social science, or related field from a reputable university.  
• Reasonable progress toward professional qualification(s) in Marketing, pensions, or equivalent, would be an added advantage.
• At least four (3) years’ post qualification experience in the sale of financial services.
• High level of interpersonal and cross-cultural skills, including the ability to build alliances and collaborative relationships with sensitivity to diversity.
• Must be a self-starter, highly organized, and able to work well with people at all levels in the organization.
• Exceptional negotiation, persuasion, and decision-making skills.
• Confidence presenting to large groups of people.
• Strong business acumen/business orientation.
• Good organizational and time-management skills.
• Positive attitude, self-motivated, self-driven, and able to work with minimal supervision.
• Trustworthiness and discretion when handling confidential information.
• Strong attention to detail, ability to multitask, and performance-oriented.