Business Development Officer – Client Acquisition

About the role

Apex Trustee is looking for a motivated Business Development Officer to expand its pension and retirement solutions across the assigned territory. The role focuses on generating new business, engaging corporate and individual clients, and building lasting relationships that drive growth.

Key responsibilities

• Identify and pursue new business opportunities within the territory.
• Prospect and engage individuals, employers, institutions, and groups to generate new business.
• Promote Apex Trustee’s pension and retirement solutions and clearly communicate their value.
• Generate leads through corporate visits, networking, referrals, field prospecting, direct sales, and outreach programmes.
• Conduct client meetings, presentations, product briefings, and business development engagements.
• Maintain strong relationships with prospective and existing clients to support acquisition and retention.
• Manage the sales pipeline, follow up on prospects, and convert qualified opportunities into clients.
• Achieve monthly and quarterly business development and acquisition targets.
• Identify potential corporate partnerships and institutional business opportunities.
• Monitor competitor activity, market developments, and customer needs, providing market intelligence to management.
• Maintain accurate records of prospects, leads, client interactions, and business development activities.
• Represent Apex Trustee professionally at corporate meetings, networking events, and other business engagements.

Required profile

• Bachelor’s degree in Marketing, Business Administration, Sales, Communications, Finance, Economics or a related field.
• Previous experience in business development, sales, marketing, banking, pensions, insurance or financial services is an advantage.
• Strong communication, presentation, negotiation and interpersonal abilities.
• Proven ability to prospect, develop relationships and generate new business.
• Target‑driven, self‑motivated, proactive and results‑oriented.
• Ability to work independently and take initiative in developing new opportunities.
• Comfortable conducting field visits, corporate meetings, presentations and client engagements.

Required skills