Group Pension Sales Executive

The Opportunity

The Group Pension Sales Executive is responsible for generating new business opportunities, developing client relationships, and promoting MetLife's Group Pension and Retirement Solutions to corporate clients. The role focuses on achieving sales targets, expanding market presence, and delivering value-driven retirement and savings solutions that support employers in enhancing employee financial wellbeing and long-term retirement planning.

The successful candidate will actively manage the sales cycle from prospecting and lead generation through proposal development, negotiation, and deal closure while maintaining strong relationships with clients, brokers, agencies, consultants, and other distribution partners.

The Role Will Operate Through Three Key Distribution Channels

• Brokers: Developing and managing relationships with insurance brokers to generate and convert new business opportunities.
• Agencies: Partnering with agency channels to promote and distribute Group Pension solutions and drive sales growth.
• Direct Sales: Prospecting and acquiring corporate clients directly through targeted business development activities.
  
  

Key Responsibilities

Business Development

• Identify and pursue new corporate business opportunities within assigned markets and industries.
• Develop and maintain a robust sales pipeline through broker relationships, agency partnerships, referrals, networking, and direct prospecting activities.
• Generate new revenue through the acquisition of corporate pension schemes and retirement savings programs.
• Drive business growth across the three distribution channels: Brokers, Agencies, and Direct.
• Develop channel-specific sales plans to maximize market penetration and business performance.
  
  

Sales & Client Management

• Conduct meetings with corporate clients, brokers, and agencies to understand retirement and employee benefit requirements.
• Present MetLife's Group Pension solutions and value proposition to prospective clients and intermediaries.
• Prepare quotations, presentations, proposals, and tender submissions.
• Lead negotiations and close business opportunities in line with company objectives.
• Ensure smooth onboarding and implementation of new corporate pension accounts.
• Identify opportunities for cross-selling and upselling additional Employee Benefits solutions.
  
  

Channel & Relationship Management

• Build and maintain strong relationships with corporate clients, brokers, agencies, consultants, and strategic partners.
• Act as a trusted advisor on retirement planning, pension schemes, and employee financial wellbeing solutions.
• Conduct regular engagement activities with brokers and agencies to increase product awareness and business generation.
• Support client retention initiatives through continuous relationship management and service excellence.
• Deliver training and product updates to distribution partners when required.
  
  

Cross-functional Collaboration

• Coordinate with Underwriting, Operations, Customer Service, Finance, Legal, and Compliance teams to ensure efficient service delivery.
• Facilitate the resolution of client, broker, and agency inquiries and operational issues.
• Work closely with marketing teams to support campaign execution and lead generation initiatives.
  
  

Market Intelligence

• Monitor pension market trends, competitor activities, regulatory developments, and emerging opportunities.
• Gather customer and partner feedback to support product enhancement and strategic initiatives.
• Identify new distribution opportunities within broker and agency networks.
  
  

Reporting & Administration

• Maintain accurate sales records, pipeline updates, and activity reports within CRM systems.
• Prepare weekly and monthly sales reports, forecasts, and channel performance reviews.
• Track and monitor broker, agency, and direct sales performance against targets.
• Ensure compliance with regulatory requirements and company policies.
  
  

Required Qualifications

Education

• Bachelor's Degree in Business Administration, Marketing, Finance, Insurance, Economics, or a related field.
  
  

Experience

• 2 to 5 years of sales experience.
• Experience in pensions, employee benefits, asset management, or financial services is preferred.
• Experience dealing with corporate clients, brokers, and agency networks is a strong advantage.
• Knowledge of retirement and pension products is preferred.
• Familiarity with AI-powered tools to improve sales productivity, client insights, and business development activities.
  
  

Preferred Qualifications

Technical Competencies

• Pension & Retirement Solutions Knowledge
• Sales Pipeline Management
• Prospecting & Lead Generation
• Channel Management (Brokers, Agencies & Direct Sales)
• Proposal Development
• Financial & Retirement Planning Concepts
• CRM Utilization
• Market Research & Analysis
  
  

Behavioral Competencies

• Strong Communication Skills
• Relationship Building
• Negotiation & Influencing
• Customer Focus
• Business Acumen
• Results Orientation
• Problem Solving
• Teamwork & Collaboration
• Resilience & Adaptability
• Stakeholder Management
  
  

Key Performance Indicators (KPIs)

• New Business Achievement
• Annual Contribution and Fund Growth Targets
• Number of New Corporate Pension Clients Acquired
• Revenue Growth
• Sales Conversion Rate
• Client Retention Rate
• Cross-selling & Upselling Results
• Pipeline Coverage Ratio
• Broker Engagement Activities
• Agency Productivity and Growth
• Direct Sales Acquisition Results
• Customer Satisfaction Scores
• Channel Contribution Performance (Broker, Agency, Direct)
  
  

About MetLife

Recognized on Fortune magazine's list of the World's Most Admired Companies and Fortune World's 25 Best Workplaces™, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. With operations in more than 40 markets, we hold leading positions in the United States, Latin America, Asia, Europe, and the Middle East.

As part of our New Frontier strategy, MetLife is building an AI-enabled, people-centered future. We're looking for people who bring curiosity, adaptability, and a growth mindset as we use AI to enhance how we serve customers, support communities, and evolve the way work gets done. At MetLife, AI is a responsible partner that supports human judgment, creativity, and continuous improvement while helping us build trust, inclusion, and long-term value.

Our purpose is simple - to help our colleagues, customers, communities, and the world at large create a more confident future. United by purpose and guided by our core values - Win Together, Do the Right Thing, Deliver Impact Over Activity, and Think Ahead - we're inspired to transform the next century in financial services. At MetLife, it's #AllTogetherPossible. Join us!