The Regional Manager is Responsible for:
Growing The PFA’s market share in RSA Holders and Assets Under Management by registering new clients and driving mandatory, voluntary, as well asMicro Pension contributions within the Region.
Ensuring that clients perceive, feel and experience the Company positively through timely and conclusive resolution of pre and post-sales issues, as well as other related/incidental matters.
Providing tailored consultative solutions to our existing and potential clients for all pension/retirement related matters in the region.
The Regional Manager is expected to coordinate the activities of sales employees in the region to ensure that they achieve monthly sales target in RSA & Contributions. Hence, he/she is to assist, and ensure that, all employees in the region:
Achieve and surpass assigned monthly RSA PIN target
Achieve and surpass assigned monthly/yearly contribution target
Achieve and surpass assigned new employers targets
Grow Apt Pensions’ wallet share of the employer’s business by generating and creating more contributing RSA pins.
Provideprofessional advice to employers on potential pension/retirement solutions based on consultative analysis of their business model and pension industry dynamics.
Operate within the PenCom guidelines and framework so as to avoid sanctions or infractions to the Company.
Analyze and review potential labour challenges or peculiarities that may lead to sub-optimization for the employers or organizations.
Make physical/telephone calls/e-mails to clients for customer interactions
Organize and facilitate Interactive sessions with clients and prospective clients.
Effectively communicate and follow through, with client requests to back office /support units
Maintain and update comprehensive employers’ database.
Ensure that Employers have updated contribution schedules.
Collect schedules from Employers for upload to clients’ accounts.
Follow up with employers on monthly pension contribution as at when due.
Increase number of funded and contributing RSA Pins in the Company.
Consistently identify value to our customers by leveraging the various resources within the Company
Ensure not more than 5% customer attrition from assigned institutions during the transfer window
Collect and correct email mandates for employees in assigned institutions
Organize CFI capture with Organizations periodically by the regulator.
Proffer possible strategies/ways to improve sales and relating to customers.
Ensure Legislative Compliance and our PFA standards by:
Educating and enlightening employees and their employers about the dynamics of the Pension industry
Operate within the PenCom guidelines and framework to avoid sanctions or infractions to the Company
Ensure adherence to code of ethics and all other related guidelines
Ensure smooth internal & external stakeholder management
Preferred Qualification and Experience
First Degree in General Social Science
Chartered Financial Analyst (CFA) will be an advantage
Masters Degree in Marketing or Business Administration (MBA) is desirable
Minimum of five years experience with exposure in
sales relationship management & leadership position
sales relationship management
sales and relationship management
Effective Business Communication
Applications: Microsoft Office Suite