Business Development Executive

Role Overview

The Business Development Executive supports the business advisory team in managing daily operations, client servicing, and administrative coordination. This role plays a key part in ensuring smooth execution of financial solution proposals, client onboarding, and relationship management activities. This position is ideal for individuals who are organized, detail-oriented, and interested in gaining exposure within the financial services industry.

Key Responsibilities

Business Development Support

• Assist the Business Advisory team in preparing proposals, quotations, and presentation materials
• Support follow-up with prospective and existing clients regarding documentation and appointment scheduling
• Coordinate meetings, prepare meeting summaries, and track action items
• Maintain and update client databases and sales tracking systems
• Monitor progress of submitted cases and provide status updates to the team
• Ensure all required documents are properly collected, verified, and filed
• Respond to general client inquiries in a timely and professional manner

Administrative & Operational Duties

• Prepare reports on pipeline status, client activity, and performance metrics
• Organize and maintain digital and physical records
• Support marketing campaigns, client events, and business outreach initiatives
• Ensure compliance documentation and internal processes are properly completed

Requirements

• Diploma or Degree in Business, Finance, Marketing, or related field
• No experience is welcome
• Strong communication and interpersonal skills
• Self-motivated with a results-driven mindset
• Ability to build rapport and maintain professional relationships
• Strong organizational and time-management skills
• Willingness to learn about financial and insurance products

What We Offer

• Structured training and professional development
• Performance-based incentives and commissions
• Career progression opportunities
• Supportive and collaborative work environment

Job Type: Full-time

Pay: $2,500.00 - $4,000.00 per month

Work Location: In person