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 Manager will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Intermediary portfolio, and developing and/or increasing Sanlam Groups market share of retail investment business from this portfolio, whilst delivering on the Glacier Investment Channel Strategy.
What will make you successful in this role?
The following outcomes will be expected to be achieved by the Business Development Manager:
Targets and inflows
- To source and introduce new Intermediaries to Glacier
- To attract new business and increase retention of existing investment business
- To ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
- To ensure intermediaries adherence to all regulatory requirements (e.g. FAIS, FICA)
- To develop and implement a regional business plan for the Glacier Investment Channel (sales volumes, investment education and training, marketing and client services administration)
- Implementing an Intermediary support model to facilitate effective and efficient support between the Channel, the Broker and the various Sanlam Group product providers
- To train and develop the Intermediarys and Intermediarys support staff
- To train and facilitate the use of Glaciers digital strategy/tools such as the Web and Investment Hub.
- To supply accurate investment, product, fund, services and investor information
- To facilitate or identify Intermediary needs technology, reporting and developing a profitable practice
- To support investment projects and campaigns (marketing support)
- To participate in investment product implementation (presentations, product development & client service support)
- To manage the Business Development Coordinator
- To co-ordinate and maintain effective SLAs with all relevant stakeholders (internal and external)
- Relevant financial / investment qualification (Financial tertiary qualification on honours level is recommended)
- CFP is advantageous
- At least 3 years experience in a financial distribution environment (Linked Service Provider and/or Investment Management Company is recommended) in a similar role
- Supporting and developing of intermediary (IFA) practices
- Proven Sales related success and track record
- Technical knowledge about retail investments, retail investment industry and trends
- Valid drivers license and own reliable vehicle
- Leadership / Management Skills
- Entrepreneurial Skills
- Ability to work under pressure
- Resilience and Tenacity (sales environment)
- Building and Maintaining Relationships
- Contributing to Team Success
- Performance / Target Driven
Appropriate financial degree with 3 to 5 years related experience
Knowledge And Skills
Financial advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Financial planning and recommendations
Personal Attributes
Communicates effectively - Contributing independently
Tech savvy - Contributing independently
Action orientated - Contributing independently
Interpersonal savvy - Contributing independently
Persuades - 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 people 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
Collaborates - Contributing independently
Being resilient - Contributing independently
Drives results - Contributing independently
Cultivates innovation - Contributing independently
Customer focus - 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: 5 June 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.
