Business Development Officer

Company Description Apex Trustee is a trusted provider of pension and retirement solutions, offering tailored plans such as Progress Personal Pension, Progress Master Trust Occupational Scheme, and Progress Provident Fund Scheme. The organization focuses on helping individuals and businesses build secure and sustainable long-term financial futures. Apex Trustee combines industry expertise with personalized service to address diverse retirement planning needs. Team members contribute to meaningful work that supports clients’ financial well-being and confidence.
Role Description The Business Development Officer is a full-time, on-site role based in Accra. This role involves identifying and pursuing new business opportunities, building and maintaining relationships with corporate and individual clients, and promoting Apex Trustee’s pension and retirement products. The Business Development Officer will conduct market research, analyze client needs, prepare proposals, and participate in presentations and client meetings. Daily responsibilities include collaborating with internal teams, following up on leads, delivering high-quality customer service, and meeting set sales and growth targets. The role also requires accurate reporting on business development activities and contributing to strategic initiatives that expand the company’s market presence.
Qualifications

• Strong new business development and client acquisition skills, with experience identifying opportunities and converting leads.
• Solid analytical and finance skills to assess client needs, interpret financial data, and support appropriate pension and retirement solutions.
• Excellent communication and customer service skills to engage clients professionally, deliver clear information, and build long-term relationships.
• Ability to work collaboratively with cross-functional teams, demonstrate strong organizational skills, and manage multiple priorities.
• Bachelor’s degree in Business, Finance, Marketing, Economics, or a related field; relevant professional certifications in pensions or financial services are an advantage.
• Prior experience in financial services, insurance, pensions, or related sectors is highly beneficial.
• Proficiency in MS Office and basic CRM tools; comfort with preparing reports and presentations.
• High level of integrity, attention to detail, and a results-oriented mindset.

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