Direct Sales Representative at Resource Intermediaries Limited

Key Responsibilities

• Customer Acquisition:Prospect, identify, and onboard new clients, including individuals and corporate organizations, to open new retirement savings accounts.
• Product Promotion:Actively promote and sell pension products and services, such as Micro Pension Plans, by explaining benefits and options tailored to client financial goals.
• Client Education & Advice:Educate prospects on pension regulations, contribution strategies, and investment options to guide them toward informed retirement decisions.
• Relationship Management:Build and maintain strong, trust-based relationships with clients to foster loyalty and encourage referrals.
• Sales Targets & Reporting:Consistently meet or exceed monthly and quarterly sales KPIs. Prepare and submit daily, weekly, or monthly sales activity reports to management.
• Documentation & KYC:Ensure all documentation for new accounts is accurate, complete, and compliant with Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations.
• Market Analysis:Monitor competitor activities, market trends, and client feedback to provide insights for improving sales strategies and product offerings.
• Issue Resolution:Promptly address and resolve client inquiries, concerns, or complaints regarding their pension plans.

Requirements

• Years of Experience: 1–3
• Qualification: B.Sc. or HND (Third Class or Pass not acceptable)
• Age Limit: Not more than 32 years old.

Required Qualifications & Skills:

• Education:HND or B.Sc. in Marketing, Business Administration, or a related field without Third class or Pass.
• Experience:Minimum of 1-3 years of experience in sales, preferably within the pension, insurance, or financial services industry.
• Sales Acumen:Proven track record of achieving sales targets and success in business development.
• Communication:Exceptional verbal and written communication skills for effective presentations and negotiations.
• Interpersonal Skills:Ability to build rapport easily, with a customer-centric mindset.
• Attributes:Self-motivated, proactive, resilient, and able to work independently with minimal supervision.