Trust Consultant at ICEA Lion Group in Nairobi, Kenya

    ICEA Lion Group logo

    Trust Consultant

    ICEA Lion GroupNairobi, Kenya

    Posted

    2 days ago

    Apply by

    31 Aug

    Full Time
    On Site
    Mid
    Banking, Insurance & Financial Services
    Consulting & Strategy

    Build your CV in minutes! Tailored for the Kenyan job market.

    Build My CV

    Job Description

    The Trusts Consultant is responsible for growing the business revenue by identifying profitable business opportunities and securing sound business deals. The jobholder will also be responsible in development and support of the growth of business distribution structure to ensure that the company achieves its revenue acquisition and retention targets.

    Key Responsibilities

    • Actively participating in the, implementation and execution of strategic marketing plans in support of the corporate strategy.
    • Conduct market research to identify new business opportunities and reporting to management on market feedback and intelligence.
    • Develop and implement sales strategies, client service and retention plans, and analysing sales data to inform or update marketing strategies.
    • Analyse marketing expenditure and sales revenue financial data and developing effective strategies to attain optimal business costs and sales revenue balance in order to attain company profitability objectives.
    • Assist with drafting business plans, sales pitches, presentations, reference material, and other documents as required, and developing quotes and proposals for clients.
    • Recruit, training, support and motivate business distribution channel partners - Agents Independent / Internal, Brokers, Employers/Trustees, Scheme Administrators, Institutional aggregators.
    • Develop and sustain solid relationships with the business partners Sponsors, trustees and administrator, distribution channel partners and clients to implement growth strategies.
    • Attend and accurately provide competitive quotations to the sales partners Agents and Brokers and clients.
    • Arrange meetings with potential clients on behalf of the sales channels to establish rapport, present company offerings and negotiate business deals.
    • Analyze customer feedback data to determine whether customers are satisfied with company products and services.
    • Provide insight into product development and competitive positioning by maintaining detailed knowledge of current market conditions.
    • Collaborate with senior management to determine the most viable, cost-effective approach to pursue new business opportunities.

    Required Qualifications

    • Bachelor's Degree in business management or administration, finance, accounting, marketing, social science, or related field from a reputable university.
    • Reasonable progress toward professional qualifications in Marketing, pensions, or equivalent, would be an added advantage.
    • At least four 3 years' post qualification experience in the sale of financial services.
    • Excellent communication and presentation skills including the ability to develop proposals, concept papers, and position papers as well as write reports and prepare relevant publications.
    • High level of interpersonal and cross-cultural skills, including the ability to build alliances and collaborative relationships with sensitivity to diversity.
    • Must be a self-starter, highly organized, and able to work well with people at all levels in the organization.
    • Exceptional negotiation, persuasion, and decision-making skills.
    • Confidence presenting to large groups of people.
    • Strong business acumen/business orientation.
    • Good organizational and time-management skills.
    • Positive attitude, self-motivated, self-driven, and able to work with minimal supervision.
    • Trustworthiness and discretion when handling confidential information.
    • Strong attention to detail, ability to multitask, and performance-oriented.

    Job Details

    Job Function

    Consulting & Strategy

    Minimum Experience

    3 years

    Education Level

    Bachelor’s Degree

    Area of Study

    Business

    Field of Study

    Business Management

    Languages

    English

    Additional Information

    How to Apply: Interested and qualified candidates should apply through the ICEA Lion Group career portal at career55.sapsf.eu.

    Master the Art of Selling Trust Services

    This role sits at the intersection of finance, sales, and relationship management. To win, you need to show you can not only close deals but also build lasting trust with trustees, sponsors, and channel partners.

    1. Showcase Your Sales Track Record: Quantify your achievements in financial services sales. Use numbers like revenue growth, client retention rates, or successful deals closed. For example, "Increased sales by 20% within one year" is more compelling than "responsible for sales."

    2. Demonstrate Industry Knowledge: Be ready to discuss trends in pensions, trusts, and insurance. Understand the regulatory environment and how it impacts clients. This shows you're not just a salesperson but a trusted advisor.

    3. Highlight Your Relationship-Building Skills: Provide examples of how you've nurtured long-term relationships with clients or partners. Emphasize your ability to collaborate with diverse stakeholders, from trustees to brokers.

    4. Prepare for Presentation Scenarios: You'll be presenting to large groups. Practice a concise, compelling pitch about a financial product. Focus on clarity, confidence, and engaging your audience.

    5. Show Your Analytical Side: This role involves analyzing sales data and market research. Be ready to discuss how you've used data to inform strategy or identify opportunities. Bring a sample report or dashboard you've created.

    6. Emphasize Your Negotiation Skills: Negotiation is key. Share a story where you successfully negotiated a deal that benefited both the client and your company. Highlight your ability to find win-win solutions.

    7. Prove Your Self-Motivation: Since you'll work with minimal supervision, give examples of times you took initiative. Describe a project you led from start to finish without constant oversight.

    8. Be Ready to Discuss Confidentiality: Trust roles require discretion. Talk about how you handle sensitive information and maintain confidentiality in your current or past roles. This reassures employers of your trustworthiness.

    CareerSasa Safety Alert: Never pay employers or agencies for interviews, training, or job placement. Does a job request payment? Report it immediately using the "Flag" button. While CareerSasa vets job postings thoroughly, always verify opportunities independently.
    Share this job:

    Boost Your Application Success

    1. 1

      Expert CV help that gets you noticed. Build Your CV

    2. 2

      A personalized cover letter for this role. Write Cover Letter

    3. 3

      Attract recruiters with a stronger profile. Boost LinkedIn

    Tags

    sales
    marketing
    business development
    financial services
    client relationship