Business Sales Executive/ Relationship Manager
• Providing information to employers regarding their occupational pension schemes and resolving and finding solutions for issues that clients may be facing • Assisting Financial Advisors, Accountants, Bookkeepers and Payroll providers to set up AE pension schemes • Taking ownership of daily projects and responsibilities like ensuring to cover in the absence of management and making sure staff are advised of their daily duties • Reporting back to senior management and business analysts regarding the “new born campaign” which involved contacting employers on behalf of the company to assist them in setting up and providing them with detailed information regarding our pension scheme • Training staff on new products we are introducing and putting together a power point presentation to do this, for example a new incentive for the employee of the month that I put together and received employee engagement too • Involvement and later managing an ESU Drop out programme to increase the number of Employers who have not completed the sign-up process with our pension scheme and assist them in understanding how the scheme works, how the law behind pensions works and also how to correctly sign up with us • Helping customers set up an online account so they can view and manage their pension fund • Managing clients accounts and keeping them up to date with any new or future products/changes, conversing around annual management charges and the effect it may cause and promoting our current products to those it will help and make more efficient • Outbound calls to prospective clients who are with competitors to win their business