• Job Description

  Req#: 23561

  Who are we?

  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 Jnr Business Development Manager will be responsible for growing the Life Investments support and footprint amongst the existing Glacier platform Business Development Managers, SanlamConnect internal distribution support staff as well as intermediaries. Thus, developing and/or increasing Sanlam Group’s market share of retail investment business, whilst delivering on the Glacier Business Development strategy. This is a regional business development support role and includes the following areas: Gauteng, Limpopo, Mpumalanga, Northwest, and parts of the Northern Cape.

  What will make you successful in this role?

  The following outcomes will be expected to be achieved by the Jnr Business Development Manager:

  Targets and inflows

  • To support the Glacier Life Investments Business Development Manager: North in Glacier Life Investments strategy implementation and sales operational support to all stakeholders
  • To grow the existing Life Investments supporting client base
  • To source and introduce new business to Glacier Life Investments
  • To increase retention of existing Life investments business
  • To cross-sell between Glacier platform and Life Investments products
  • To ensure that profitable annual sales volumes and monthly targets are met by actively growing and managing the Life Investments support base
  • To ensure intermediaries are educated on all regulatory requirements (e.g., FAIS, FICA)

  Growing the business
  • To develop and implement a regional business plan for Glacier Life Investments (sales volumes, education and training, marketing and client services administration)

  Knowledge and education

  • To train and develop the Glacier Business Development Managers, SanlamConnect internal support staff as well as Financial Intermediaries
  • To train and facilitate the use of Life Investments products, processes and procedures, including the digital strategy such as the Glacier Digital Ecosystem (GDE)
  • To deal with product technical queries regarding Life Investments
  • To supply marketing articles with regards to Life Investments where needed
  • To supply accurate investment, product, fund, services and investor information
  • To launch new Life Investments products (or changes to existing products) successfully in the market
  • To assist with successful implementation of marketing events such as the Life Investment Summit
  • To facilitate or identify needs such as technology, reporting and developing a profitable practice
  • To supply and analyse statistics drawn from the Glacier BI-system

  Marketing and Sales initiatives

  • To support projects and campaigns (marketing support)
  • To participate in investment product implementation (presentations, product development & client service support)

  People Practices

  • To co-ordinate and maintain effective SLA’s with all relevant stakeholders (internal and external)

  Qualifications and experience

  • Strong knowledge and experience of the Sanlam systems, processes, procedures as well as Sanlam Single premium products will be required
  • Public speaking
  • Knowledge regarding Glacier LISP products will be required
  • Financial services experience, preferably in distribution
  • Financial tertiary qualification is recommended
  • Proven Sales related success and track record
  • Valid drivers’ license and own reliable vehicle
  • A tertiary education within the field of Finance | Marketing and/or CFP is preferable
  

  What will make you successful continues

  Competencies
  • Client Service Orientation
  • Client focus
  • Cultivates innovation
  • Collaborates
  • Being resilient
  • Drive results
  • Strong presentation skills and confidence in public speaking
  • Relationship building skills
  • Educating people capabilities
  • Persuasive & influential
  • Negotiation skills
  • Technical capabilities & problem solving
  • Operational proficiency
  • Leadership / Management Skills
  • Effective written and verbal communication
  • Ability to work under pressure

  Attributes

  • High energy levels and a positive, can-do attitude
  • High self confidence levels
  • Passion and high-performance orientation
  • Honesty, integrity and respect
  • Ability to work independently and within a team

  Qualification and Experience

  Appropriate Financial Degree with 3 to 6 years related experience.

  Knowledge and Skills

  Financial advice and support

  Assist with production target achievement

  Compliance

  Partnership and network building

  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

  We’re 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:7 November 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.

• About the company

  As one of the largest financial services groups in South Africa, Sanlam provides insurance, investment, financial planning & retirement advice to individuals, businesses & institutions.

Notice