OLADIPO OLUTAYO OLUWOLE

Team Leadership and Management

• Lead, motivate, and manage a team of sales representatives within the assigned region.
• Set clear sales targets and performance objectives for the team.
• Provide coaching, training, and ongoing support to enhance the skills and performance of team members.
• Conduct regular performance evaluations and provide feedback to drive continuous improvement.

Sales Strategy Development and Implementation:

• Develop and implement strategic sales plans to achieve revenue targets and expand market presence.
• Analyze market trends, competitor activities, and customer needs to identify opportunities for growth.
• Establish sales objectives, KPIs, and action plans to drive results and meet business objectives.
• Collaborate with marketing and product development teams to align sales strategies with product offerings and promotional activities.

Business Development:

• Identify and pursue new business opportunities to increase the PFA's client base and market share.
• Build and maintain relationships with key stakeholders, including employers, HR managers, financial advisors, and individual investors.
• Participate in industry events, conferences, and networking opportunities to generate leads and promote the PFA's services.
• Develop and execute targeted marketing campaigns and initiatives to attract potential clients and drive engagement.

Client Relationship Management:

• Foster strong relationships with existing clients to understand their needs, address concerns, and promote customer retention.
• Conduct regular client meetings, presentations, and seminars to provide education on retirement planning and pension products.
• Serve as a primary point of contact for client inquiries, escalations, and service issues, ensuring timely resolution and customer satisfaction.
• Collaborate with customer service and operations teams to ensure seamless delivery of services and exceed client expectations.

Performance Tracking and Reporting:

• Monitor sales performance metrics, including revenue, sales volume, conversion rates, and market share, to assess progress against targets.
• Prepare and present regular reports and analysis to senior management on sales activities, market trends, and competitive landscape.
• Utilize CRM systems and sales analytics tools to track leads, opportunities, and pipeline activity, ensuring accurate and up-to-date data management.

KEY ACHIEVEMENT(S):

1. Achieve over N10bn TW inflow and over 25% AUM growth in 2023FY.

2. Part of the project for Lagos business transformation project that led to restructuring of the Lagos salesforce for high performance and client engagement.

Strategy Development and Implementation

• Develop comprehensive strategies and action plans to drive the adoption of micro-pension products and services among target populations.
• Identify market trends, regulatory developments, and customer insights to inform strategic decisions and initiatives.
• Collaborate with senior management to set performance targets, KPIs, and budget allocations for the agency and micro-pension segment.

Agency Network Management

• Establish and manage a network of agencies, including brick-and-mortar locations, digital platforms, and mobile agents, to facilitate pension enrollment and contributions.
• Recruit, train, and support agency staff and agents to effectively promote micro-pension products, assist customers with enrollment, and provide ongoing support.
• Implement performance monitoring systems and incentive structures to drive agency productivity, compliance, and customer satisfaction.
• Partnership Development:
• Identify and cultivate partnerships with employers, trade associations, cooperatives, NGOs, government agencies, and other stakeholders to expand the distribution reach of micro-pension products.
• Negotiate partnership agreements, MOUs, and service level agreements to formalize collaboration frameworks and ensure alignment of goals and objectives.
• Leverage partnerships to access new customer segments, distribution channels, and promotional opportunities for micro-pension schemes.

Marketing and Awareness Campaigns:

• Develop and execute marketing campaigns, educational programs, and outreach activities to raise awareness about the importance of retirement savings and the benefits of micro-pension plans.
• Collaborate with marketing and communications teams to create compelling messaging, materials, and digital content tailored to target audiences.
• Measure the effectiveness of marketing initiatives through metrics such as reach, engagement, conversion rates, and customer feedback.

Regulatory Compliance and Reporting:

• Ensure compliance with regulatory requirements, guidelines, and reporting obligations related to micro-pension operations, agency management, and customer data protection.
• Stay abreast of changes in micro-pension regulations, industry standards, and best practices to proactively address compliance risks and opportunities.
• Prepare and submit regular reports, updates, and performance metrics to regulatory authorities, senior management, and stakeholders as required.

KEY ACHIEVEMENT(S):

1. Pioneer Head of Unit and member of PenCom-Penops Joint Stakeholders Committee on MPP.

2. Industry AUM Positioning from 7th Position to 2ndPosition

3. No. 1 Industry RSA registration positioning.

Strategic Partnership & Collaboration with Lagos State Ministry of Wealth Creation & Employment

Team Leadership and Management

• Lead, motivate, and mentor the sales team to achieve individual and team targets.
• Set clear sales objectives and performance expectations for team members.
• Conduct regular performance evaluations and provide feedback to team members.
• Identify training needs and coordinate sales training programs for team development.

Sales Strategy Development and Implementation

• Develop and implement effective sales strategies to meet or exceed sales targets.
• Analyze market trends, competitor activities, and customer feedback to identify opportunities for growth.
• Collaborate with senior management to develop pricing strategies and product positioning.
• Monitor sales performance and adjust strategies as necessary to maximize results.

Business Development

• Identify and pursue new business opportunities to expand the customer base.
• Develop and maintain relationships with key clients, partners, and stakeholders.
• Participate in networking events, trade shows, and industry conferences to generate leads and promote the company's products or services.

Sales Process Management

• Oversee the entire sales process from lead generation to closing deals.
• Ensure that sales pipelines are managed effectively and leads are followed up in a timely manner.
• Review and analyze sales reports to track progress and identify areas for improvement.
• Implement sales automation tools and technologies to streamline processes and increase efficiency.

Customer Relationship Management

• Build and maintain strong relationships with customers to understand their needs and preferences.
• Address customer inquiries, concerns, and complaints in a professional and timely manner.
• Work closely with the customer service team to ensure high levels of customer satisfaction and retention.

KEY ACHIEVEMENT(S):

1. Supervised and managed business of 7 Local Government Areas and key MDAs for Osun State.

2. Achieved shortlisting of ARM as one of the PFAs to manage Osun State University and Ladoke Akintola Teaching Hospital business.

3. Managed over 1bn AUM of Obafemi Awolowo University business.

Team Support and Coordination

• Assist the Team Lead in overseeing the day-to-day operations of the team, including task assignment, workload management, and deadline tracking.
• Serve as a point of contact for team members, providing guidance, support, and resolution of operational issues as needed.
• Coordinate team meetings, trainings, and other activities to foster collaboration, communication, and skill development.
• Performance Monitoring and Reporting:
• Collaborate with the Team Lead to establish performance targets, KPIs, and quality standards for team members.
• Monitor team performance against established metrics, identifying areas for improvement and implementing corrective actions as necessary.
• Prepare regular reports and updates on team productivity, efficiency, and performance outcomes for management review.
• Process Improvement and Optimization:
• Identify opportunities to streamline workflows, eliminate redundancies, and improve operational efficiency within the team.
• Propose and implement process enhancements, tools, or automation solutions to enhance productivity and quality of service delivery.
• Solicit feedback from team members and stakeholders to continuously iterate and refine operational procedures.

Training and Development

• Assist in the onboarding and training of new team members, providing guidance on job responsibilities, procedures, and best practices.
• Facilitate ongoing skills development and training sessions to enhance team members' knowledge, capabilities, and performance.
• Mentor junior team members, providing coaching, feedback, and support to foster their professional growth and career development.

Client Service and Relationship Management

• Collaborate with the client service team to address client inquiries, concerns, and service requests in a timely and professional manner.
• Build and maintain strong relationships with clients, ensuring high levels of satisfaction and retention.
• Escalate complex client issues or complaints to the appropriate channels for resolution and follow-up.

KEY ACHIEVEMENT(S):

1. Managed business for all Primary Schools and Secondary Schools in Yewa South Local Government Area.

Market Research and Analysis

• Conduct market research to identify potential clients, industry trends, and competitive landscape in the pension fund administration sector.
• Analyze demographic data, economic indicators, and regulatory developments to identify opportunities for business expansion and product innovation.

Lead Generation and Prospecting

• Identify and prioritize target markets, sectors, and client segments for business development initiatives.
• Generate leads through various channels, including cold calling, networking events, referrals, and online platforms.
• Qualify leads based on their needs, budget, decision-making authority, and fit with the PFA's products and services.

Client Engagement and Relationship Building

• Develop and maintain relationships with prospective clients, including employers, HR managers, financial advisors, and individual investors.
• Conduct introductory meetings, presentations, and product demonstrations to educate clients about our pension plans, investment options, and value proposition.
• Understand clients' retirement planning needs, concerns, and objectives, and offer customized solutions to address their requirements effectively.

Proposal Development and Negotiation

• Prepare and present proposals, quotations, and business contracts to prospective clients, outlining the benefits, features, and terms of our pension products and services.
• Negotiate pricing, terms, and service agreements with clients to maximize revenue potential and achieve mutually beneficial outcomes.
• Collaborate with internal teams, including sales, marketing, and legal, to develop tailored solutions and address client requirements.

Sales Pipeline Management

• Maintain accurate records of sales activities, leads, opportunities, and client interactions in CRM systems or other designated platforms.
• Track the progress of sales opportunities through the pipeline, following up on leads, overcoming objections, and closing deals in a timely manner.
• Provide regular updates and forecasts on sales pipeline, revenue projections, and business development initiatives to senior management.

Client Relationship Management

• Build and nurture relationships with assigned clients, including employers, organizations, and individual investors, to understand their retirement savings needs and goals.
• Serve as a trusted advisor to clients, providing guidance on pension plans, investment options, contribution strategies, and regulatory compliance.
• Conduct regular meetings, presentations, and reviews with clients to assess satisfaction levels, address concerns, and identify opportunities for additional services.

Client Retention and Growth

• Proactively engage with clients to anticipate their needs, offer value-added services, and enhance their overall experience with the PFA.
• Identify opportunities to upsell or cross-sell additional pension products, investment options, or financial planning services to existing clients.
• Collaborate with internal teams, including sales, marketing, and product development, to develop customized solutions and address client requirements effectively.

Issue Resolution and Escalation

• Act as a liaison between clients and internal departments to facilitate the resolution of inquiries, service requests, and operational issues in a timely and satisfactory manner.
• Escalate complex client issues or complaints to the appropriate channels within the organization, ensuring prompt resolution and follow-up.
• Maintain accurate records of client interactions, inquiries, and resolutions using CRM systems or other designated platforms.

Market Intelligence and Feedback

• Stay informed about industry trends, regulatory changes, and competitor activities related to pension fund administration and retirement planning.
• Gather feedback from clients regarding their experiences, preferences, and suggestions for improvement, and share insights with relevant stakeholders to inform decision-making and service enhancements.
• Participate in market research, surveys, and client focus groups to gather insights into client needs and market dynamics.

KEY ACHIEVEMENT(S):

1. Achieved shortlisting of First Alliance Pension & Benefits as one of the PFAs to manage Ogun State government business.

Market Research and Analysis

• Conduct market research to identify potential clients, industry trends, and competitive landscape in the pension fund administration sector.
• Analyze demographic data, economic indicators, and regulatory developments to identify opportunities for business expansion and product innovation.

Lead Generation and Prospecting

• Identify and prioritize target markets, sectors, and client segments for business development initiatives.
• Generate leads through various channels, including cold calling, networking events, referrals, and online platforms.
• Qualify leads based on their needs, budget, decision-making authority, and fit with the PFA's products and services.
• Client Engagement and Relationship Building:
• Develop and maintain relationships with prospective clients, including employers, HR managers, financial advisors, and individual investors.
• Conduct introductory meetings, presentations, and product demonstrations to educate clients about our pension plans, investment options, and value proposition.
• Understand clients' retirement planning needs, concerns, and objectives, and offer customized solutions to address their requirements effectively.

Proposal Development and Negotiation

• Prepare and present proposals, quotations, and business contracts to prospective clients, outlining the benefits, features, and terms of our pension products and services.
• Negotiate pricing, terms, and service agreements with clients to maximize revenue potential and achieve mutually beneficial outcomes.
• Collaborate with internal teams, including sales, marketing, and legal, to develop tailored solutions and address client requirements.

Sales Pipeline Management

• Maintain accurate records of sales activities, leads, opportunities, and client interactions in CRM systems or other designated platforms.
• Track the progress of sales opportunities through the pipeline, following up on leads, overcoming objections, and closing deals in a timely manner.
• Provide regular updates and forecasts on sales pipeline, revenue projections, and business development initiatives to senior management.

KEY ACHIEVEMENT(S):
1. Pioneered Sango-Ota business office for First Alliance Pension & Benefits Limited

Team Leadership and Management

• Lead, motivate, and manage a team of insurance agents and support staff to achieve sales targets and business objectives.
• Provide coaching, training, and professional development opportunities to enhance the skills and performance of agency staff.
• Set clear expectations, performance goals, and KPIs for individual team members, and conduct regular performance evaluations.

Sales and Business Development

• Develop and implement strategic sales plans and initiatives to drive revenue growth and market penetration.
• Identify target markets, customer segments, and sales opportunities for life insurance products and services.
• Prospect, qualify, and onboard new clients through various channels, including referrals, networking events, and marketing campaigns.

Client Relationship Management

• Build and maintain strong relationships with clients, providing personalized insurance solutions to meet their financial protection needs.
• Conduct comprehensive insurance needs assessments, analyze client risk profiles, and recommend appropriate coverage options.
• Address client inquiries, concerns, and service requests in a timely and professional manner, ensuring high levels of satisfaction and retention.

Compliance and Regulatory Oversight

• Ensure compliance with industry regulations, company policies, and ethical standards in all business activities.
• Stay informed about changes in insurance laws, regulations, and industry best practices, and communicate updates to agency staff.
• Implement risk management procedures, internal controls, and quality assurance measures to mitigate compliance risks and safeguard client interests.

Operational Efficiency and Administration

• Oversee administrative functions, including policy issuance, claims processing, premium collection, and record-keeping, to ensure accuracy and efficiency.
• Manage agency budgets, expenses, and financial performance, tracking revenue, expenses, and profitability metrics.
• Utilize technology tools and software systems to streamline workflows, automate routine tasks, and improve operational productivity.

KEY ACHIEVEMENT(S):

1. Pioneered Abeokuta Agency Operation for Presidential Insurance with over 50 agent networks.

Prospecting and Lead Generation

• Generate leads through various channels, including referrals, cold calling, networking events, and digital marketing.
• Identify individuals and families who may benefit from life insurance coverage, focusing on target demographics and market segments.

Client Consultation and Needs Analysis

• Conduct thorough insurance needs assessments with prospective clients to understand their financial goals, risk tolerance, and coverage requirements.
• Educate clients about different types of life insurance policies, including term life, whole life, and universal life, and recommend suitable options based on their needs and budget.

Sales Presentations and Proposals

• Deliver compelling sales presentations to clients, highlighting the features, benefits, and value proposition of life insurance products.
• Customize insurance proposals and quotes based on client preferences, coverage levels, and premium affordability.
• Address client questions, objections, and concerns with confidence and professionalism, overcoming objections and building rapport.

Application Processing and Underwriting

• Assist clients with completing insurance applications, collecting necessary documentation, and submitting applications to the underwriting department.
• Facilitate communication between clients and underwriters, providing additional information as needed to expedite the approval process.
• Follow up with clients regularly to provide updates on the status of their applications and address any outstanding requirements or concerns.

Relationship Management and Client Service

• Build and maintain long-term relationships with clients, serving as their trusted advisor for all insurance-related matters.
• Provide ongoing support and assistance to clients, including policy reviews, beneficiary updates, and claims assistance.
• Proactively reach out to clients to offer additional insurance products, coverage enhancements, and policy reviews as their needs evolve.

KEY ACHIEVEMENT(S):

1. Top Sales Performance for Abeokuta Agency Office.