Business Development Officers – Pension - Western

Geminia Life Insurance

KEY RESPONSIBILITIES:

Business Development:

• Support execution of the strategic plan to grow pension business.
• Increase market penetration of the Geminia Life pension products.
• Drive new business acquisition of pension schemes and individual retirement business in the regions assigned.
• Strengthening relationships with intermediaries and institutions.
• Enhance pension customer engagement and retention.
• Identify opportunities within special segments including corporates, SMEs, SACCOs, associations and affinity groups.
• Support proposal preparation and presentations to prospective clients.
• Participate in business acquisition initiatives.

Key Performance Indicators:

• Number of new pension schemes acquired.
• Growth in Assets Under Management (AUM).
• Growth in contribution inflows.
• Number of new members onboarded.
• Retention of existing schemes.
• Number of client engagements and presentations conducted.
• Number of leads generated and converted.
• Achievement of annual business targets.

Qualifications:

• Bachelor’s degree
• Diploma in Insurance (ACII/AKII or equivalent) or demonstrable progress towards attaining the qualification is an added advantage.
• Minimum of 1 year experience in business development, sales, pensions, life insurance, employee benefits, banking, or financial services.
• Demonstrated experience in prospecting, lead generation, and achieving sales targets.
• Experience working with intermediaries such as brokers, financial advisors, SACCOs, and banks will be an added advantage.
• Good understanding of pension products, retirement planning, and employee benefits.

• Support execution of the strategic plan to grow pension business.
• Increase market penetration of the Geminia Life pension products.
• Drive new business acquisition of pension schemes and individual retirement business in the regions assigned.
• Strengthening relationships with intermediaries and institutions.
• Enhance pension customer engagement and retention.
• Identify opportunities within special segments including corporates, SMEs, SACCOs, associations and affinity groups.
• Support proposal preparation and presentations to prospective clients.
• Participate in business acquisition initiatives.

• Prospecting
• Lead generation
• Sales target achievement
• Relationship management
• Customer engagement
• Proposal preparation
• Presentation skills
• Understanding of pension products, retirement planning, and employee benefits.

• Bachelor’s degree
• Diploma in Insurance (ACII/AKII or equivalent) or demonstrable progress towards attaining the qualification is an added advantage.
• Minimum of 1 year experience in business development, sales, pensions, life insurance, employee benefits, banking, or financial services.
• Demonstrated experience in prospecting, lead generation, and achieving sales targets.
• Experience working with intermediaries such as brokers, financial advisors, SACCOs, and banks will be an added advantage.
• Good understanding of pension products, retirement planning, and employee benefits.