Wealth Officer - Retirement Solutions Department

Description

EFU Life Assurance Ltd. is seeking a motivated Wealth Officer to join its Retirement Solutions Department. This role focuses on assisting with client relationship management, business development, and supporting senior sales managers in achieving sales targets. The Wealth Officer will actively engage in lead generation, client outreach, and follow-up activities, while building and managing a personal sales pipeline of prospects. The ideal candidate possesses strong communication and interpersonal skills, alongside a proactive and sales-driven mindset. They will develop deep knowledge of retirement and pension products, contributing to delivering tailored financial solutions to clients. This position requires a disciplined and energetic individual who demonstrates persistence and high execution focus. The Wealth Officer does not manage a team but collaborates closely with sales managers and stakeholders to support the growth of voluntary pension funds. Proficiency in Salesforce and sales pipeline management tools is essential for tracking progress and supporting the business development process. Overall, this role involves fostering long-term relationships, effectively communicating value propositions, and contributing to the company’s success within the retirement solutions market.

Responsibilities

• Assist in generating new leads through targeted client outreach and market research to expand the customer base.
• Support senior Retirement Solutions Sales Managers during client meetings and proposal discussions, ensuring smooth communication and follow-up.
• Develop and maintain a personal pipeline of prospects by qualifying leads and managing sales opportunities systematically.
• Gain comprehensive knowledge of Retirement Solutions products, including voluntary pension funds, to effectively present value propositions to clients.
• Engage clients with strong communication and persuasion skills to build trust and promote long-term relationships.
• Execute assigned sales activities with high energy and discipline to meet individual and departmental performance goals.
• Collaborate with internal teams and external stakeholders to ensure coordinated efforts and enhance customer experiences.
• Utilize Salesforce and sales pipeline management tools to document and analyze sales data, track client interactions, and forecast sales activities.
• Continuously update knowledge of market trends and regulatory changes affecting retirement and pension products to provide accurate guidance to clients.
• Demonstrate a willingness to learn and improve expertise in retirement and pension solutions through training sessions and self-study.
• Maintain a sales-oriented approach while emphasizing customer-centric solutions that address individual retirement planning needs.

Experience

3 Years

Apply By

Apr 11, 2026

Required Skills

• Client Relationship Management
• Sales and Business Development
• Communication and Interpersonal Skills
• Salesforce
• Sales Pipeline Management
• Stakeholder Management
• Voluntary Pension Funds Knowledge