Background information about the job or company (e.g., role context, company overview)

Pension Sales Executives (Lead Generators & Lead Convertors)

Responsibilities or duties

• 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 or requirements (e.g., education, 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
• 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.

Experience needed

• 2+ years experience in sales or related field.

• 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.

• 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.

• 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