Job Description

🧭 Overview:
We’re seeking a driven, growth-oriented individual to join us as a Business Development Executive — someone who is eager to start from the ground up and grow into a strategic leadership role in financial services.

This role is ideal for individuals with a background in finance, personal banking, or business, who are looking for more than a sales job —
It’s for someone who wants to understand how a business runs, contribute to the culture and direction of a growing firm, and play a vital role in shaping a purpose-driven team from within.

Why Join This Role?

Real Exposure –
You’ll gain hands-on experience in insurance, investments, and estate planning, working directly with real clients, corporate partnerships, and digital leads, learning the fundamentals of a fast-growing financial services business.

Structured Career Path –
Start in client acquisition, progress into business development and leadership roles.

Build with Purpose –
Be part of shaping a fast-growing firm’s strategy, team culture, and market presence.

🔹 Sales & Advisory Execution

• Manage the end-to-end advisory process across life insurance, general insurance, investments, and estate planning.
• Engage and convert leads from multiple sources:
• Company Database (re-engagement & retention)
• Corporate Joint Venture Leads 
• Digital platform and campaigns
• Maintain accurate client records, follow-ups, and pipeline tracking via CRM tools.

🔹 Revenue Accountability & KPIs

• Achieve monthly revenue targets.
• Develop a commercial mindset, understanding client needs and aligning them with business solutions.

🔹 Client Acquisition & Relationship Building

• Build long-term relationships with new and existing clients
• Execute client review campaigns and create personalized value engagements
• Grow trust through consistent service, follow-up, and insights

🔹 Business & Market Development

• Begin groundwork for business development exposure:
• Participate in school or SME outreach campaigns
• Explore corporate sales strategy, JV management, and brand expansion
• Stay informed on market trends, client behaviors, and industry tools
• Support initiatives to improve internal operations and client experience

Job Requirements

Requirements:

• Educational Background:
  Degree in Finance, Economics, Business, Data Science, or a related field;
  
• Licensing Requirements:
  Insurance: PCE–Part A&C (Life Insurance); Basic Certificate (BC) (General Insurance)
  Investment: FIMM UTC, FIMM IPCC, FIMM PRS, FIMM MR License
  Financial Planning: RFP or CFP 

Technical Skills:
Familiar with tools such as GoogleSuite, Canva & CRM platforms;
Strong problem-solving and analytical thinking—able to break down sales performance data or market trends into actionable insights.

Who are we looking for:

• Commitment to Continuous Learning:
  Strong desire to acquire skills & knowledge that contributes to business growth and strategic development such as financial planning, capital market, market trends and digital tools.
  
  
• Self-Initiative:
  Proactively seeks out solutions, takes responsibility for tasks.
  
• Humble and Teachable:
  Willingness to learn from feedback and seek guidance.
  
• Adaptability:
  Able to work in a dynamic environment, pivot between sales, client management and strategic planning as the business evolves, handling new challenges as they arise.
  
• Ethical & compliant:
  Understands the importance of regulatory boundaries.

Skills