Junior Business Development Manager

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

The Junior Business Development Manager will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Intermediary portfolio, and developing and/or increasing Sanlam Group’s market share of retail investment business from this portfolio, whilst delivering on the Glacier Distribution and Sales Strategy. The role is based in Cape Town.

Key Outcomes

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

Targets and inflows

• Service an existing Intermediary Glacier supporting client base
• Source and introduce new Intermediaries to Glacier
• Attract new business and increase retention of existing investment business
• Ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
• Ensure intermediaries adherence to all regulatory requirements (e.g. FAIS, FICA)
• Co-ordinate and maintain effective SLAs with all relevant stakeholders (internal and external)

Growing the business

• Support and implement the regional business plan for Glacier (sales volumes, investment education and training, marketing and client services – administration)
• Supporting and enhancing an Intermediary support model to facilitate effective and efficient support between the Distribution Channels, the Adviser / Broker and the various Sanlam Group product providers

Knowledge and education

• Train and develop the Intermediary’s and Intermediary’s support staff
• Train and facilitate the use of Glacier’s digital strategy/tools such as the Web and Investment Hub.
• Supply accurate investment, product, fund, services and investor information
• Facilitate or identify Intermediary needs – technology, reporting and developing a profitable practice

Marketing and Sales initiatives

• Support investment projects and campaigns (marketing support)

Qualifications and Experience

• Relevant financial / investment qualification (Financial tertiary qualification is recommended)
• CFP is advantageous
• At least 5 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 (Sanlam Advisers and IFA) practices
• Proven Sales related success and track record
• Technical knowledge about retail investments, retail investment industry
• Valid drivers’ license and own reliable vehicle
• Client focus
• Drive Results
• Effective written and verbal communication and presentation skills
• Ability to work under high pressure
• Lateral thinking and problem-solving capabilities
• Educating people capabilities
• High attention to detail

Attributes

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

Degree or Diploma with 4 to 6 years related experience.

Assist with production target achievement

Technical advice and support

Partnership and network building

Compliance

Business insight
- Contributing independently

Communicates effectively
- Contributing independently

Action orientated
- Contributing independently

Plans and aligns
- Contributing independently

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