Sales Officer - Retirement Solutions Department

Description

EFU Life Assurance Ltd. seeks a motivated Sales Officer for its Retirement Solutions Department. This role focuses on providing comprehensive retirement planning products and services, helping clients secure their financial future through well-informed decisions. The ideal candidate possesses a strong understanding of retirement solutions, pension fund management, and is adept at conducting market research and analysis. With a commitment to ethical and Shariah-compliant practices, the Sales Officer will effectively communicate product benefits and guide clients through the complexities of voluntary pension schemes and takaful products. The Sales Officer plays a critical role in driving sales growth with a consultative approach while maintaining compliance with industry standards. This position requires a sales-oriented mindset combined with excellent relationship-building skills. Reporting to the department management, the officer will work independently without team management responsibilities but will collaborate across departments to meet client needs and company objectives. A minimum of three years of relevant experience and IFMP certification is essential for success in this position.

Responsibilities

• Provide expert advice and detailed information about retirement planning products and voluntary pension schemes to prospective and existing clients.
• Conduct thorough market research and analysis to identify customer needs, market trends, and potential opportunities for retirement solution products.
• Develop and maintain strong client relationships by understanding their retirement goals and offering suitable product recommendations.
• Manage pension fund performance by monitoring investment options, ensuring alignment with client objectives and Shariah compliance requirements.
• Present takaful products as part of retirement packages, demonstrating knowledge of Islamic financial principles relevant to product offerings.
• Ensure all sales activities adhere strictly to regulatory and company standards, including Shariah compliance in product delivery.
• Prepare sales reports and provide feedback to management on market trends, client preferences, and competitor activities.
• Collaborate with marketing and product development teams to improve product offerings and promotional strategies based on client feedback and market research.
• Maintain up-to-date knowledge of investment funds such as equity, income, and money market funds to support client discussions effectively.
• Participate in training programs and obtain requisite certifications to remain current with industry developments and company policies.
• Utilize excellent communication skills to clearly explain complex financial concepts to clients, ensuring transparency and trust.
• Follow a disciplined sales process focusing on relationship building to achieve sales targets and contribute to the company’s growth.

Experience

3 Years

Apply By

Mar 17, 2026

Required Skills

• Product Knowledge - Retirement Solutions
• Market Research and Analysis
• Pension Fund Management
• Communication Skills
• Takaful Products Knowledge
• Shariah Compliance
• Voluntary Pension Scheme Knowledge