Sales Executive (PFA)
Core
Prospecting, closing, and registering new clients for pension and insurance products, including selling Additional Voluntary Contributions (AVC) and managing fund remittances.
Role type
Sales Executive (Pension & Insurance)
Builds
New client accounts and funded pension/insurance policies
Domain
Insurance and Pension Services
Deliverable
client delivery
Required skills
prospecting, cold calling, client registration, closing sales, relationship management, problem solving, analytical skills, Microsoft Office proficiency
Preferred skills
negotiation, team leadership, organizational skills, fluent English
Technologies
Microsoft Office suite
Responsibilities
Prospect for new business via cold calls and employer visits; Close business and register new clients; Sell AVC to existing clients; Ensure new and legacy accounts are funded; Resolve client issues and follow up on remittance; Develop qualified prospect lists; Convert dissatisfied clients from other PFAs.
Seniority
Individual Contributor