The largest insurance firm in Africa, Sanlam is a South African financial services group with its headquarters in Bellville, Western Cape, South Africa. Sanlam Group was founded in 1918 as a life insurance firm and is now a comprehensive financial services organization. It is traded on the Johannesburg Stock Exchange, Namibian Stock Exchange, and A2X.
Location: Tygervalley, Western Cape, South Africa
Department: Operations
Job Type: Full-Time
Who Are We Looking For?
The Business Development Manager will be responsible for the execution of the Glacier Distribution and Sales Strategy while prospecting, sourcing, developing, and maintaining a specialized Investment Intermediary portfolio, as well as growing and/or maintaining Sanlam Group’s market share of retail investment business from this portfolio. All nearby areas including Pretoria will be serviced by this position.
Responsibilities
- To provide support for a clientele of Glacier intermediaries that already exists
- To source and introduce new Intermediaries to Glacier
- To support and collaborate with all the relevant Sanlam Connect Distribution Channels structures
- To attract new business and increase retention of existing investment business
- Ensure that lucrative annual sales volumes and monthly targets are fulfilled.
- Ensure intermediaries follow all regulatory requirements (e.g. FAIS, FICA. POPIA)
- To create and carry out a regional business strategy for the Glacier Sales Channel (sales volumes, investment education and training, marketing and client services – administration)
- Putting in place a model of intermediary assistance to enable effective and efficient support between the Distribution Channels, the Adviser / Broker, and the numerous Sanlam Group product and service providers
- To provide the intermediary and intermediary support staff with training, education, and development on all Glacier and Sanlam Single Premium Investment Solutions (Local | International | Life | DFM Platforms).
- To assist and instruct users on how to use Glacier’s digital tools and strategies, including the Web and Investment Hub. To provide reliable information on investments, products, funds, services, and investors
Qualification
- Degree or Diploma with 5 to 6 years of work experience.
- Relevant experience in finance or investing.
- At least 5 years in a financial distribution environment (Linked Service Provider and/or Investment Management Company)
- supporting and advancing intermediary methods (Sanlam Advisers and IFA)
- Demonstrated sales success and track record
- Technical expertise in the retail investment sector and in retail investing
- Possess a functioning vehicle and a valid drivers license
Additional Requirements
- Exceptional communication skills
- Proficient in negotiation
- Excellent interpersonal abilities
- Outstanding organizational aptitude
- Analytical thinking and strong problem-solving capabilities
Additional information
We place a high value on establishing solid, long-lasting connections with our staff. Sanlam is aware of your aspirations for the future, including those related to your profession, personal growth, and success. We take pride in assisting our staff in realizing their value. The group offers numerous chances for growth and development through its four business clusters, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office.
Method of Application
Interested and qualified persons should click on APPLY to complete the required application form.