Agent Recruitment & Training: Identify, onboard, and nurture corporate pension agents. Deliver regular training on NPS products, sales strategies, compliance, and lead management to build a high-performing network.
Business Development Support: Enable agents to source NPS business across retail and corporate segments. Provide guidance on prospecting, client engagement, documentation, and deal closure.
Product Expertise: Maintain deep knowledge of NPS architecture, tax advantages, CRA/POP processes, and distinctions between retail and corporate NPS. Act as a subject matter expert to resolve queries for agents and branches.
Target Delivery: Own and achieve monthly and annual NPS goals for subscriber acquisition and contributions. Monitor agent performance and implement corrective measures where needed.
Campaigns & Innovation: Design and execute local campaigns, webinars, corporate presentations, and innovative lead-generation initiatives. Collaborate with corporate teams for on-ground activations.
Operational Support: Serve as the primary contact for branch teams and pension agents on NPS-related queries, system issues, onboarding, and servicing. Liaise with central operations/CRA for resolution.
