Company Human Capital Partners (HCP)
Apply for job
To apply for this job, visit www.myjobmag.com.
Job Series shares select job openings from third-party sources, who retain full rights and credits to their job listings.
Key Responsibilties
Support client onboarding, account opening, contribution processing, and documentation requirements.
Identify and pursue new business opportunities among individuals, employers, organizations, and professional groups.
Build and maintain strong relationships with existing and prospective clients.
Explain pension products, benefits, contribution requirements, and regulatory guidelines to clients in a clear and professional manner.
Follow up on prospective clients and converting leads into active contributors.
Maintain accurate records of client interactions, leads, sales activities, and business opportunities.
Contribute to the achievement of departmental targets and overall organizational objectives.
Key Performance Indicators
Number of new clients acquired. (Fresh registrations: New business)
Growth in pension contributions and assets under management.
Client retention and satisfaction levels
TW Prospects conversion rate.
Achievement of monthly, quarterly, and annual business targets.
Timely and accurate submission of marketing and sales reports.
Compliance with regulatory and organizational requirements.
Requirements
Bachelor’s Degree or equivalent qualification in Marketing, Business Administration, Finance, Economics, Communications, or a related field.
Previous experience in marketing, sales, business development of financial services, insurance, and banking. Pension industry experience is highly desirable.
Knowledge of pension products, retirement planning, and relevant industry regulations is desirable.
Professional certification in marketing, pensions, finance, or a related field will be an added advantage.
Required Skills and Competencies:
Excellent verbal and written communication skills.
Good customer relationship management skills.
Strong networking and business development skills.
Good knowledge of Microsoft Office and digital marketing platforms.
High level of integrity, professionalism, and confidentiality.
Target-oriented, proactive, and results-driven approach.