Pensions Mutual
Sales Specialist
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Company Description
Pensions Mutual is a mutual organization registered by the FCA, established to deliver a Collective Defined Contribution (CDC) pension scheme as its proprietor. The organization’s mission is to provide millions of pensions over the coming decades, aiming for benefits that can be up to 60% higher than those from traditional defined contribution arrangements. Pensions Mutual focuses on creating fairer, more sustainable retirement outcomes by pooling resources collectively rather than relying solely on individual savings. The company is driven by the belief that ordinary people deserve better pensions and greater financial security in retirement through collective solutions.
Role Description
The Sales Specialist is a part-time role based in the London Area, United Kingdom, with a hybrid work arrangement that allows for a mix of office-based and remote work. In this role, the Sales Specialist will:
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- Identify and engage prospective members and partners
- Present the value of Pensions Mutual’s CDC pension offerings
- Guide prospects through the onboarding process
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Day-to-day responsibilities include:
- Conducting outreach via phone, email, and meetings
- Responding to inquiries
- Maintaining accurate records in the CRM system
The Sales Specialist will collaborate with internal teams to support marketing initiatives, deliver product demonstrations, and provide feedback on client needs. The role also involves helping to develop training materials for stakeholders and contributing to continuous improvement of sales approaches and customer experiences.
Qualifications
- Strong Communication skills to explain complex pension concepts clearly and build trust with diverse stakeholders.
- Customer Service and client relationship skills to handle inquiries, resolve issues, and ensure a positive member experience.
- Sales skills, including lead generation, consultative selling, and closing, ideally within financial services or related sectors.
- Training and Sales Management skills to support onboarding activities, deliver presentations, and help refine sales processes.
- Experience in pensions, investments, insurance, or broader financial services is highly beneficial.
- Comfort working in a hybrid environment with the ability to manage time and priorities independently.
- Proficiency with CRM tools and basic office software (e.g., email, spreadsheets, presentations).
- A relevant professional qualification or degree in business, finance, economics, or a related field is advantageous but not essential.
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