Business Development Manager: Investment North: RA SC SFP; Lynnwood); JG

Who are we?

Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision:
We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS

As part of Sanlam Connect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly owned subsidiary of the Sanlam Group.

The Business Development Manager will be a key member of the Succession Financial Planning (SFP) team, reporting directly to the Head:
Advice & Intermediary Services for SFP. This role is pivotal in driving the SFP Investment strategy, with a strong focus on unlocking growth opportunities within the regions and contributing to the profitability and expansion of Investment business for SFP Advisers.

The Successful Candidate Will Be Responsible For

• Identifying and capitalizing on new investment business opportunities within the regions.
• Executing strategic initiatives to enhance market penetration and support sustainable growth.
• Building and nurturing relationships with key internal and external stakeholders.
• Collaborating across functions to ensure alignment and delivery of the overall business strategy.
• Continuously analysing market trends to inform proactive and innovative business development strategies.

Executing strategic initiatives to enhance market penetration and support sustainable growth

• Understand the SPF strategy as well as the national sales/marketing focus areas relevant to the Investment strategy.
• Form part of the management structure of National Sales Manco, and contribute towards creating and implementing the national sales and marketing strategy/business plan
• Understand the market, environment and industry, to identify opportunities and challenges that need to be addressed in order to grow and succeed the business
• Contribute to the creation of the Succession Value Proposition
• Coach and develop the Regional Management on the Investment Value Proposition
• Co-create and communicate a clear and compelling Investment Value Proposition for Financial Advisers in the regions
• Communicate the Investment strategy and plan for the year to regional management, staff and Financial Advisers in a clear and inspirational manner that ensures there is commitment and understanding for the strategy and plan
• Based on the business plan, contract Investment targets with Regional Management
• Continually review progress and adjust/enhance focus, plans and actions during the year so as to achieve the strategy

• Work closely with Regional Managers to identify investment opportunities
• Drive recognition to motivate Investment business growth.
• Continually recognize and encourage good performers.
• Undertake regular regional visits and engage with Regional Management as well as Investment Financial Advisers to get feedback and drive initiatives, give support and assist in resolving issues.
• Plan and schedule regional marketing initiatives, campaigns and events to drive sales at a regional level, in support of the Regional Marketing Consultant

• Continually review progress and adjust/enhance focus, plans and actions during the year…