Job Description

Key Tasks

• Identify and sell products to companies, institutions, groups and individuals.  
• Maintain relationship with existing clients to ensure they remain compliant with their obligations towards their pensions.
• Periodically check up with existing clients concerning new employees they have recruited to ensure that they complete individual enrollment forms and also port-in funds for those that have their funds with other Corporate Trustees.
• Introduce other  products to existing clients periodically by way of upselling.
• Revive dormant clients and ensure they remain active with their contributions.
• Assist clients to prepare contribution schedules when needed and ensure that they always accompany their monthly payments with the right lists.
• Maintains relationships with clients by providing support, information, and guidance on their accounts when needed.
• Relate with all departments/units to resolve clients’ requests and challenges.
• Identify product improvements or new products by remaining current on industry trends, market activities, and competitors.
• Establish partnerships with strategic institutions to be able to market and sell products.
• Prepare weekly, monthly, quarterly, bi-annual and annual reports.
• Arrange meetings with regional officers to discuss targets, strategies and other matters that need attention.
• Arrange market storm activities in markets, lorry stations, etc.
• Perform periodic regional visits with respective regional officers to check up on clients in the regions and get their challenges resolved.
• Perform any other tasks that may be assigned from time to time by supervisor.
• Good knowledge of sales and marketing techniques, customer relationship management.