Account Executive

Applications are invited from qualified persons for the position of Account Executive in our Pensions Administration Department.

CORE FUNCTIONS: 

• Driving the growth of the company’s pension administration and investment management services.
• Increasing pension assets under management by pulling in new Super-Annuation Funds and garnering new enrollments.
• Increasing pension plan and approved retirement schemes.
• Orienting new prospects/customers to do online enrollments, contributions and self-service functions.
• Communicating and interacting with executives of organisations, senior managers, pension trustees, human resource officers and key decision makers.
• Promoting the value propositions of the company’s pension products and the company’s prowess as a pension provider.
• Creating awareness of the incentive programme(s) designed to raise potential customers’ engagement levels.

QUALIFICATIONS AND EXPERIENCE:

• Bachelor’s degree in Management, Finance or Accounting or comparable equivalent
• Securities Dealer certification
• Prior experience as a business development officer for pension funds and approved retirement schemes is a distinct advantage or 2 years’ experience in sales
• Sound knowledge of the Pensions Act (Superannuation Funds and Retirement Schemes) Act and the accompanying Regulations
•  Working knowledge of Income Tax legislation affecting Superannuation Funds & Retirement Schemes
• Working knowledge of the Investment Markets (Stock, Money, Real Estate and Fixed Income markets)
• Knowledge of actuarial principles governing Superannuation Funds and Retirement Schemes.
• Advanced selling, networking, public speaking and presentation skills
• Strong aptitude for business development
• Good judgment and interpersonal skills
• Excellent relationship management skills

SPECIAL REQUIREMENTS

• Must possess a valid driver’s licence for at least 2 years and a reliable motor car
• Required to travel island wide