CPF Consulting is the training and consultancy arm of the CPF Group. Harnessing experience spanning over 90 years and partnership with renowned Consultants and trainers, CPF Consulting brings practical solutions to the myriad challenges facing organizations and individuals. The Senior Officer, Business Development will be responsible for driving growth, achieving sales targets, and maintaining professional relationships to expand the company's market presence.
Key Duties and Responsibilities
Business Development & Performance Delivery
Achieve all business development and sales targets as cascaded by the Portfolio Manager.
Drive growth across all CPFAM products by increasing Funds Under Management (FUM), product revenue, client numbers, and client retention.
Identify, capture, and actively pursue all sales opportunities, including referrals, to maximize business conversion.
Strategic Planning & Reporting
Work closely with the Portfolio Manager to implement corporate strategies, plans, forecasts, and reports in line with the Company’s Strategic Plan.
Formulate and execute business development, sales, and marketing plans to grow the customer base and expand distribution channels.
Prepare and submit weekly business development performance reports to the Portfolio Manager.
Prepare monthly commission schedules for payable agents and advisors.
Sales, Marketing & Brand Visibility
Develop and implement a sales and marketing calendar of events to promote CPFAM products within the target market, aligned with the approved annual marketing budget.
Present CPFAM products to prospective clients through face-to-face meetings, virtual engagements, telephone calls, and email communication.
Represent CPFAM at meetings, industry events, and trade shows to generate new business leads and strengthen market presence.
Advisor, Agent & Staff Management
Recruit, develop, manage, and mentor Financial Advisors, Agents, and CPF staff to achieve sales budgets and activity targets.
Support continuous capacity building of advisors and agents through coaching, performance monitoring, and structured training initiatives.
Client Relationship & Service Management
Build and maintain strong professional relationships with clients, partners, professionals, the business community, and relevant government agencies.
Monitor and address clients’ investment needs to ensure appropriate solutions and sustained satisfaction.
Ensure clients receive account statements and related communications in a timely manner.
Client Onboarding & Compliance
Ensure smooth onboarding of new clients by coordinating the collection and verification of all required KYC documentation in line with regulatory and internal policies.
Professional Development & Other Duties
Maintain continuous personal and professional development to meet the evolving demands of the role.
Perform any other duties assigned by the supervisor from time to time.
Requirements and Qualifications
Bachelor’s degree in Finance, Accounting, Actuarial Science, Economics, or any other related field.
At least CISI level 2 qualification.
CFA and CIFA Students will have an added advantage.
At least 5 years’ experience in the Financial Services sector.
Proof of compliance with Chapter 6 of the Constitution of Kenya, 2010 (for successful candidates).
How to Apply
Those who meet the minimum requirements are requested to submit their applications clearly indicating the position applied for, together with:
An application letter addressed to the Group Managing Director/CEO.
A detailed Curriculum Vitae indicating your current and expected salary, names, and contacts of three (3) referees.
Academic Certificates, Transcripts, Professional Certificates, and any other relevant testimonials.
All applications to be sent in pdf format to hrsupport@cpf.or.ke by 13th April 2026, and not later than 5:00 pm.
How to Apply
Submit your application in PDF format to hrsupport@cpf.or.ke by 13th April 2026, 5:00 pm. The application should include a cover letter addressed to the Group Managing Director/CEO, a detailed CV (including current/expected salary and three referees), academic certificates, transcripts, and professional certificates. Clearly indicate the position applied for in the application.
