Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.
What will you do?
The Business Development Coordinator will assist the Business Development Manager (Middle Market) in positioning and marketing Sanlam and Glaciers Investment Solution Set via the various distribution channels in SPF. This is a national role however the position is based in Pretoria.
Knowledge And Skills
Financial advice and support
Assist with production target achievement
Compliance
Partnership and network building
What will make you successful in this role?
The following outcomes will be expected to be achieved by the Business Development Co-ordinator:
- Technical Administration support to Business Development Manager.
- Education of internal and external stakeholders on related subject matter.
- Planning, collaborating, and executing with HQ and Regional Marketing teams on marketing | training and educational interventions.
- Guidance on new business procedures when processing Single Premium business.
- Voluntary and Compulsory Single Premium business support
- Technical Assistance on Single Premium Products and quotations, application forms/administration etc.
- Technical support on GEPF calculations and proposals
- Technical support on preparation of administrative processes for GEPF business
- Support on preparation of GEPF transfer letters for intermediaries containing technical info such as: FSB and SARS numbers, contact details etc.
- Assistance and support to intermediaries and travel into
- Traveling into the regions on a regular basis
- Assistance in follow ups for money from GEPF to Sanlam
- 2 - 3 years experience in a similar role within the investment / traditional life investment industry
- Tertiary qualification advantageous
- Preference will be given to candidates with a financial services related qualification on an NQF5 level or higher
- Exposure to traditional life products, public sector and government employee pension fund administration
- Valid Drivers License and own reliable vehicle
- Knowledge of economic principles, environment and investment products
- Client focused
- Cultivate innovation
- Drive results
- Being resilient
- Collaborates
- Building and Maintaining Relationships
- Resilience and Tenacity
- Attention to detail
- Analytical thinking and Problem Solving
- Client Services Orientation
- Planning and Organising
- Excellent Decision Making Skills
- Enthusiasm/ Proactive
- Communication and presentation skills (written & verbal)
- Teamwork
- Positive, enthusiastic attitude
- Ability to thrive under pressure
- Honesty, integrity and respect
Degree
Personal Attributes
Business insight - Contributing independently
Communicates effectively - Contributing independently
Action orientated - Contributing independently
Plans and aligns - Contributing independently
Build a successful career with us
Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
Core Competencies
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Closing Date: 12 May 2023
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
