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.
Job Purpose
To be responsible for providing support and assistance to the Business Development Manager (BDM) with developing and/or increasing Sanlam Group’s market share of retail investment business by delivering on the Glacier business strategy. This role will be based either at the Glacier office in Cape Town or Durban.
Key Outcomes
The following outcomes will be expected to be achieved by the Business Development Coordinator:
Knowledge and education
- Travelling to and training Intermediaries Assistants, Intermediaries Consultants, Intermediaries Office Personnel and Intermediaries on the Sanlam Single Premium Solution range.
- Identify training needs to educate and empower the Intermediary Assistants.
- Drive Digital engagement with Intermediaries Assistants.
- Building relationships with Intermediaries Assistants, Intermediaries Consultants, Intermediaries Office Personnel and Intermediaries.
Marketing and Sales initiatives
- Coordinate BDM’s annual marketing budget and Conflict of Interest register.
- Take the Lead to drive marketing campaigns and themes.
- Coordinate and manage training functions/events and fund manager presentations.
Targets and inflows
- Assisting the Business Development Manager in servicing Intermediaries in the process of reaching monthly inflow targets on the Sanlam Single Premium Solution range.
- Manage and track progress of all new business submitted including liaising with the Life team to assist with administration of cases.
- Assisting with Glacier proposals, quotations, and tools.
- To ensure intermediaries adhere to all regulatory requirements (e.g. FAIS, FICA).
- Draw and interpret Business Intelligence reports to identify areas of opportunity and improvement.
Administrative support
- Attending to office administration (coordinating of managers diary, preparing documentation, overall smooth flow of day-to-day tasks).
- Attending to general day-to-day tasks associated with supporting the Business Development Manager when dealing with clients and intermediaries (Intermediaries/ IFA) i.r.o Sanlam Single Premium Solution range.
- Telephone enquiries and written communication.
- Assisting clients/intermediaries with processes & business.
- Distribution of marketing materials (application forms, brochures).
- Managing the Intermediaries Database.
- Work closely with other BDC’s in the team to communicate about panels and distribute tasks accordingly to maximize productivity and know where pressure points are to be addressed.
- Support the Business Development Managers.
Qualifications and experience
- Relevant financial/ investment qualification.
- At least 3 years’ experience in a similar role within the investment / collective investment service industry.
- Sanlam Single Premium Solution range experience would be recommended.
- Valid Driver’s License and own reliable vehicle.
- MS Office suite (intermediate level).
- Knowledge of economic principles, environment and investment products.
- Excellent telephone etiquette.
Competencies
- Client focus.
- Cultivates innovation.
- Collaborates.
- Being resilient.
- Drive results.
- Attention to detail.
- Conflict Resolution.
- Analytical thinking and Problem Solving.
- Planning and Organising.
- Enthusiasm/ Proactive.
- Communication and presentation skills (written & verbal).
Attributes
- Positive, enthusiastic attitude.
- Teamwork.
- Ability to thrive under pressure.
- Honesty, integrity and respect.
- Can do attitude.
- Ability to work 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Turnaround time
Closing date is 17 December 2024.
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
Glacier is committed to excellence and striving towards Employment Equity.
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.
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