Job description
JOB PURPOSE: To support the Pensions sales team in achieving set targets by providing administrative support role.
Key Responsibilities
Receiving, processing & issuing IPP application forms
Processing, setting up in fund master, assembling & dispatching IPP policy documents
Receiving and processing annuity and Income Draw Down application forms
Product presentations to walk-in prospective clients
Annuity & Income Draw Down quotations
Customer Relationship management
Facilitating the sales team and intermediaries in their sales processes
Handling prospective client enquiries via email, telephone and any other media
Weekly and monthly production reports
Coordination of core departmental activities including both internal and external meetings, events, intermediary reward schedule and dispatch
Management of the pensions collection account through efficient and timely identification and receipting of funds received into the account
Handling all sales related matters while the sales team is out in the field
Performs any other duties assigned by the Sales Manager
Key Qualifications, Knowledge And Experience
Bachelor’s Degree in business related field
Professional Qualifications (ACII, AIIK, CPA)
Essential Competencies
Learning and Researching: Rapidly learns new tasks and commits information to memory quickly; demonstrates an immediate understanding of newly presented information; gathers comprehensive information to support decision making at management level; learns from successes and failures and seeks colleague and customer feedback.
Working with People: Shows respect for the views and contributions of other team members; shows empathy; listens, supports and cares for others; consults others and shares information and expertise with them; builds team spirit and reconciles conflict; adapts to the team and fits in well.
Applying Expertise and Technology: Applies specialist and technical expertise; uses technology to achieve work objectives; develops job knowledge and expertise (theoretical and practical) through continual professional development; demonstrates an understanding of different organisational departments and functions.
Delivering Results and Meeting Customer Expectations: Focuses on customer needs and satisfaction; exhibits high standards for quality and quantity; monitors and maintains own quality and productivity; works in a systematic, methodical and orderly way; consistently achieves projects goals.
Following Instructions and Procedures: Follows procedures and policies; keeps to schedules; arrives punctually for work and meetings; demonstrates commitment to the organisation; complies with legal obligations and safety requirements of the role.
Adhering to Principles and Values: Upholds ethics and values; demonstrates integrity; accepts diversity; display individual responsibility towards the community and the environment; models the organizational values during every day interactions.
