Role Purpose

The Business Development Officer – Pensions supports the growth of the pension portfolio by prospecting, onboarding, and servicing pension clients, supporting proposal development, and maintaining strong client relationships. The role focuses on execution, pipeline development, and day-to-day client engagement under the guidance of the Business Development Manager.

Key Responsibilities

Sales & Client Acquisition Support

• Identify and qualify prospective pension clients.
• Support preparation of proposals, presentations, and bid documents.
• Assist in onboarding new pension schemes, employers and Individuals
• Maintain an updated sales pipeline and customer records.

Client Servicing & Retention

• Support scheme reviews, trustee meetings, and member education sessions.
• Respond to routine client queries and coordinate issue resolution.
• Assist in monitoring scheme performance and reporting requirements.

Market Intelligence & Outreach

• Support market research on pension trends and competitor offerings.
• Participate in outreach activities, roadshows, and client forums.
• Support corporate partnerships and lead generation initiatives.

Compliance & Administration

• Ensure all documentation complies with RBA requirements and internal policies.
• Maintain accurate client and scheme records.
• Support internal coordination across administration, investments, and compliance teams.

Key Deliverables

• Qualified pension leads generated
• Client onboarding support completed
• Retention and servicing support metrics
• Accurate reporting and CRM updates

Qualifications & Experience

• Bachelor’s degree in Business, Finance, Economics, Insurance, or a related field.
• RBA-approved pension certification (or willingness to obtain)
• CPS (K) or sales certification
• Minimum 2–4 years’ experience in pension administration, sales support, or business development.
• Exposure to pensions, insurance, or asset management is an added advantage.
• Strong interpersonal and communication skills
• Sales-oriented and results-driven mindset
• High attention to detail and organization
• Team player with learning agility
• Integrity and compliance awareness

Performance Indicators

• Pension AUM growth
• Client acquisition and retention rates
• Proposal conversion rates
• Client satisfaction levels
• Compliance and reporting accuracy

• Identify and qualify prospective pension clients.
• Support preparation of proposals, presentations, and bid documents.
• Assist in onboarding new pension schemes, employers and Individuals
• Maintain an updated sales pipeline and customer records.
• Support scheme reviews, trustee meetings, and member education sessions.
• Respond to routine client queries and coordinate issue resolution.
• Assist in monitoring scheme performance and reporting requirements.
• Support market research on pension trends and competitor offerings.
• Participate in outreach activities, roadshows, and client forums.
• Support corporate partnerships and lead generation initiatives.
• Ensure all documentation complies with RBA requirements and internal policies.
• Maintain accurate client and scheme records.
• Support internal coordination across administration, investments, and compliance teams.

• Strong interpersonal and communication skills
• Sales-oriented and results-driven mindset
• High attention to detail and organization
• Team player with learning agility
• Integrity and compliance awareness

• Bachelor’s degree in Business, Finance, Economics, Insurance, or a related field.
• RBA-approved pension certification (or willingness to obtain)
• CPS (K) or sales certification