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? Job purpose
The 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 (Investment Channel) strategy. This role will be responsible for servicing Sandton and surrounding areas.
Key outcomes
The following outcomes will be expected to be achieved by the Business Development Manager:
Targets and inflows
• To service an existing Glacier supporting Intermediary client base
• To source and introduce new Intermediaries to Glacier
• To support and collaborate with all the relevant Broker Corporate and Independent Intermediary business structures
• To attract new business and increase retention of existing investment business for the Glacier Local, International, Life and DFM platforms
• To ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
• To ensure intermediaries adherence to all regulatory requirements (e.g. FAIS, FICA. POPIA)
Growing the business
• To develop and implement a business plan for the Glacier Investment Channel (sales volumes, investment education and training, marketing, and client services – administration, digital usage of Glacier and Sanlam systems, and growing the support base)
• Implementing an Intermediary support model to facilitate effective and efficient support between the Investment Channel, the Broker, and the various Sanlam Group product and service providers
Knowledge and education
• To train, educate, and develop the Intermediary's and Intermediary's support staff on all Glacier and Sanlam Single Premium Investment Solutions (Local | International | Life | DFM Platforms)
• To train and facilitate the use of Glacier's digital strategy/tools such as the Web and Investment Hub.
• To supply accurate investment, product, fund, service's and investor information
• To facilitate or identify Intermediary needs – technical information, technology, reporting and developing a profitable practice
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role? Marketing and Sales initiatives
• To support investment projects and campaigns (marketing support)
• To participate in investment product implementation (presentations, product development & client service support)
People Practices
• To manage the Business Development Coordinator
• To co-ordinate and maintain effective SLA's with all relevant stakeholders (internal and external)
Qualifications and experience
• Relevant financial / investment qualification (Financial tertiary qualification on Honours level 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 (IFA) practices
• Proven Sales related success and track record
• Technical knowledge about retail investments, retail investment industry
• Valid drivers' license and own reliable vehicle
Competencies
• Client focus (client-centricity)
• Collaborates
• Cultivates Innovation
• Being resilient
• Drive Results
• Leadership / Management Skills
• Effective written and verbal communication and presentation skills
• Entrepreneurial Skills
• Ability to work under pressure
• Lateral thinking and problem-solving capabilities
• Educating people capabilities
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
• Persuasive
To apply
Please submit your application by 12 July 2024.
Qualification and Experience Grade 12 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 Interpersonal savvy - Contributing independently Persuades - 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 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.
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.
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