Job Description

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 Business Development Manager will be responsible for developing and maintaining an Investment Intermediary portfolio
and increasing Sanlam Group's market share of retail investment business from this portfolio, and delivering on the Glacier Strategy.

What will make you successful in this role?

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

• To attract new business and increase retention of existing investment business
• Source and introduce new Intermediaries to Glacier
• To ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
• To further develop and grow the regional business from the SanlamConnect Tied Force (sales volumes, investment education and training, marketing and client services - administration)
• Implementing an Intermediary support model to facilitate effective and efficient support between the Channel, the Intermediary and the various Sanlam Group product providers
• To supply accurate investment, product, fund, service's and investor information
• To train and develop the Intermediary's and Intermediary's support staff
• To support investment projects and campaigns (marketing support)
• To participate in investment product implementation (presentations, product development & client service support)
• To facilitate or identify Intermediary needs - technology, reporting and developing a profitable practice
• To manage the Business Development Coordinator
• To co-ordinate and maintain effective SLA's with all relevant stakeholders
• To ensure adherence to all regulatory requirements (e.g. FAIS, FICA)
• To train and facilitate the use of Glacier's digital strategy/tools such as the Web and Investment Hub.

Qualifications and experience

• Relevant financial/ investment qualification (Financial tertiary qualification)
• 3 -5 years' experience in a financial distribution environment
• Supporting and developing of intermediary (IFA) practices
• Proven Sales related success and track record
• Technical knowledge about retail investments, retail investment industry and trends
• Valid drivers' license and own reliable vehicle

Competencies

• Resilience and Tenacity (sales environment)
• Building and Maintaining Relationships
• Leadership / Management Skills
• Contributing to Team Success
• Performance / Target Driven
• Client Service Orientation
• Effective written and verbal communication and presentation skills
• Impact & Influence
• Innovative Thinking
• Entrepreneurial Skills
• Problem-solving
• Ability to work under pressure

Attributes

• Positive, can do attitude with high self confidence levels
• Honesty, integrity and respect
• Ability to work independently

Qualification and Experience

Degree with 3 to 4 years related experience

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 people 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

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.

Closing Date: 23 October 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.

Sanlam