County Relationship Officer (CRO) at CPF Financial Services

Job Description
New Business Growth

• Prospect for potential new clients in order to increase business through recruitment of 
• new customers / members for all product lines within the assigned county.
• Continuous calls / visits as appropriate within the assigned region to ensure a robust 
• pipeline of opportunities for all our products and services. 
• Meet potential clients by growing, maintaining, and leveraging on our networks.
• Work with the Branch Manager and various company stakeholder teams to develop 
• proposals that address our sponsors and members needs.
• Develop work plans for the assigned area by identifying the business pipelines to be pursued in a given period.
• Present an image that mirrors that of the client and our brand.

Client Retention

• Present new products and services and enhance existing relationships.
• Continuously keep customers updated on our operations, product offering and services,
• Arrange and participate in internal and external client debriefs.
• Organize and participate on all member education programs in the assigned region.

Business Development Planning

• Attend regional functions, sponsor events and conferences, and provide feedback and information on market and competitor trends.
• Gather information on business trends with a view to developing new services, products, and distribution channels.
• dentify opportunities for campaigns, services, and distribution channels that will lead to an increase in sales.

Management & performance reporting

• Submit weekly progress reports to the Branch Manager and the Branch Network 
• Manager.
• Participate in the sales target focus and ensure the assigned targets are met.
• Work with all stakeholders to ensure that projects are fulfilled within a timely manner.

MINIMUM QUALIFICATIONS AND SKILLS

• Must be a degree level holder or equivalent with some business qualifications or understanding of financial planning.
• Understanding of financial services sector, social security and pension’s management with a minimum of 1 year
• Excellent networking and customer service skills.
• Interpersonal, networking, team working, written and verbal communications skills.
• Self driven with a record for delivering customer growth targets. 
• Computer skills are a must.