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 developing and maintaining an Investment Intermediary focus and increasing Sanlam Groups market share of retail investment business by delivering on the Glacier business strategy. The incumbent will be based in Durban.
What will make you successful in this role?
The Business Development Manager will be responsible for developing and maintaining an Investment Intermediary focus and increasing Sanlam Groups market share of retail investment business by delivering on the Glacier business strategy.The incumbent will be based in Durban.
Key outcomes
The following outcomes will be expected to be achieved by the Business Development Manager:
- To attract new business and increase retention of existing investment business Sanlam Single Premium Solution range with specific focus on the Middle Market Life based single premiums;
- Source / introduce new Intermediaries plus increase new business via existing intermediaries;
- To ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio;
- To develop and implement a provincial business plan (sales volumes, investment education / training, marketing activities and client services administration)
- Implementing an Intermediary support model to facilitate effective and efficient support between distribution, intermediary and the various Sanlam Group product providers;
- To supply accurate investment, product, fund, services and investor information;
- To train and develop the Intermediarys and Intermediarys support staff;
- To support investment projects and campaigns (marketing support);
- To participate in investment product implementation (presentations, product development & client service support);
- To facilitate or identify Intermediary needs technology, reporting and developing a profitable practice;
- To co-ordinate and maintain effective SLAs with all relevant stakeholders;
- To ensure adherence to all regulatory requirements (e.g. FAIS, FICA)
- Facilitate end client discussions (registered for advice)
- Relevant financial/ investment qualification (Financial tertiary qualification);
- 5 - 7 years experience in a financial distribution environment
- Supporting and developing of intermediary 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
- Willing to travel regionally
- Being Resilient
- Driving Results
- Cultivates Innovation
- Customer Focus
- Resilience and Tenacity (sales environment)
- Building and Maintaining Relationships
- Leadership / Management Skills
- Contributing to Team Success
- Performance / Target Driven
- Effective written and verbal communication and presentation skills
- Impact & Influence
- Innovative Thinking and analytical thinking
- Entrepreneurial Skills
- Problem-solving
- Ability to work under pressure
Degree
Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
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
Builds networks - 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.
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.
