Role Context

• To support the growth of Prudential Kenya’s pension business by acquiring new clients, expanding distribution relationships and strengthening engagement with existing clients. The role will manage sales opportunities from prospecting to onboarding while providing timely client service and essential administrative support.

Principal Accountabilities

• Achieve agreed new business and contribution targets across Prudential Kenya pension solutions.
• Identify and pursue opportunities through direct prospecting, intermediaries, and strategic partners.
• Build and manage an active sales pipeline, ensuring consistent follow-up and timely conversion of prospects.
• Prepare tailored proposals, quotations and presentations, and coordinate client pitches and follow-up meetings.
• Develop strong relationships with clients, business partners and intermediaries to support retention, referrals and cross-selling.
• Respond to client enquiries and coordinate with internal teams to resolve service issues and outstanding requirements.
• Coordinate and support onboarding and maintain accurate application, KYC, pipeline and client records.
• Prepare timely reports and support client education, review meetings and market activities in line with PLAK policies and applicable regulations.

Qualifications and Experience

• Bachelor’s degree in Business, Marketing, Finance, Insurance, Economics or a related discipline.
• At least three years’ experience in business development, sales or relationship management within pensions, insurance, banking, investments or other financial services.
• Demonstrable ability to prospect, manage a pipeline, present solutions and close business.
• Knowledge of Kenya’s retirement benefits market
• Progress in relevant professional qualification (IIK, CII, LOMA) will be an advantage.

Key Attributes & Skills (Required)

• Strong prospecting, consultative selling, negotiation and closing skills.
• Excellent relationship management, customer service, communication and presentation skills.
• Commercial awareness and ability to recommend suitable pension solutions.
• Strong planning, follow-through, record-keeping and attention to detail.
• Proficient in Microsoft Office data analysis and presentation modules.
• Self-driven, resilient, ethical and collaborative.