Experienced Sales Executive at Crusader Pensions Limited

Summary

• We are seeking an experienced and results-driven Sales Executive to join our dynamic team. The Sales Executive will play a crucial role in driving the growth of our pension fund products and services by identifying and cultivating new business opportunities, building strong relationships with potential clients, and ensuring exceptional customer satisfaction.
• The ideal candidate should have a proven track record in sales within the financial services industry, particularly in pension funds or retirement planning.

Responsibilities:
Business Development:

• Proactively identify and target potential clients, including corporations, small businesses, self-employed individuals, and other relevant entities.
• Develop and execute a strategic sales plan to achieve revenue targets and expand market share.
• Conduct thorough market research to identify trends, opportunities, and competitive insights.
• Collaborate with the marketing team to develop effective strategies for lead generation and conversion.

Client Relationship Management:

• Build and maintain strong, long-lasting relationships with clients to understand their needs and goals.
• Provide personalized consultations to clients, offering tailored pension fund solutions based on their financial objectives.
• Act as a trusted advisor, offering expert guidance on retirement planning, investment options, and pension fund regulations.

Product Knowledge and Consultation:

• Develop a deep understanding of the firm's pension fund products, investment strategies, and services.
• Stay up to date with industry trends, regulatory changes, and advancements in retirement planning.
• Deliver clear and compelling presentations to educate clients about the benefits and features of our pension fund offerings.

Sales Process Management:

• Manage the end-to-end sales process, including lead qualification, needs assessment, proposal creation, negotiation, and deal closure.
• Utilize CRM systems to track leads, opportunities, and client interactions for accurate reporting and forecasting.
• Prepare and deliver persuasive sales pitches and proposals tailored to the unique needs of each client.

Collaboration:

• Work closely with internal teams, including product development, compliance, and customer service, to ensure seamless client onboarding and ongoing support.
• Collaborate with colleagues to share insights, best practices, and strategies for improving sales performance.

Qualifications

• Bachelor's Degree in Business, Finance, Economics or a related field (Master's degree is a plus).
• Proven track record of at least three(3) years in B2B sales within the financial services industry, preferably in pension funds, retirement planning, or investment advisory.
• Strong network of industry contacts and potential clients.
• Excellent communication and interpersonal skills, with the ability to effectively convey complex financial concepts to clients.
• Proficiency in using CRM software and other sales tools.
• Exceptional negotiation, problem-solving, and analytical abilities.
• Self-motivated, results-oriented, and able to thrive in a target-driven environment.

Benefits

• Competitive base salary
• Comprehensive benefits package, including health insurance, retirement plans, and more.
• Ongoing professional development and training opportunities.
• Positive and collaborative work environment with a focus on personal growth.