Marketing Executive
Core
Sourcing new clients and business for a pension fund administrator, handling client registration, RSA processing, and sales of Additional Voluntary Contributions.
Role type
Business Development Executive (Pension Services)
Builds
New client accounts and pension contributions
Domain
Financial Services / Pension Administration
Deliverable
client delivery
Required skills
client prospecting, cold calling, client relationship management, RSA form processing, sales of pension products, issue resolution, negotiation
Preferred skills
experience in PFA, problem solving, analytical skills, Microsoft Office proficiency
Technologies
Microsoft Office suite
Responsibilities
Prospect for new business via cold calls and visits, register new clients and staff, process RSA forms for PIN generation, sell Additional Voluntary Contributions, ensure accounts are funded, resolve client pension issues, transfer dissatisfied clients from other PFAs
Seniority
Individual Contributor