Business Development Coordinator

Sanlam Limited; Cape Town; On-site; ZAR 420,000 - 540,000; Full time

Job summary

Sanlam Limited in Cape Town seeks a Business Development Coordinator to support the Business Development Manager and help grow Glacier’s market share across the Western Cape. The role involves travel within the region, training intermediaries and Sanlam Connect staff on Glacier products, processes and tools.

You will co-ordinate marketing campaigns, manage training events and assist in achieving monthly inflows across LISP, Life, Glacier Invest and Glacier International.

Qualifications

• B-Com and relevant financial/ investment qualification.
• At least 3 years’ experience in a similar role within the investment / collective investment service industry.
• Valid driver’s license and own reliable vehicle.
• Knowledge of economic principles, environment and investment products.
• A strong command of both English and Afrikaans is preferred.

Responsibilities

• Provide support to the Business Development Manager and contribute to Glacier’s market share growth in the Western Cape.
• Travel within the area of responsibility; based in Tyger Valley.
• Train intermediaries’ assistants, intermediaries’ office staff and intermediaries on Glacier products and systems.
• Coordinate marketing campaigns and events; manage training functions and fund manager presentations.
• Assist in servicing intermediaries to reach monthly inflow targets across all four product lines (LISP, Life, Glacier Invest, Glacier International).
• Draw and interpret BI reports to identify opportunities for improvement.

Skills

Economic principles

English & Afrikaans proficiency

Intermediary training

Education

B-Com and relevant financial/investment qualification

Job description

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Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market.Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic direction, coordination and support to the four clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives.

What will you do?

To provide support and assistance to the Business Development Manager(s); and to develop and/or increase Glacier’s market share of retail investment business in the Western Cape SFA and IFA markets, while collaborating with the relevant Sanlam Connect distribution channels. The successful candidate will be responsible for contributing to the regional, provincial, and national distribution and sales strategy implementation.The position is based in Tyger Valley. Traveling in the area of responsibility for this role is required.

Key Outcomes

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

Knowledge and Education

Training intermediaries’ assistants, intermediaries’ office personnel and intermediaries on all Glacier products, processes, procedures, tools, and online systems i.e. the Investment Hub, G-Hub and the Web.

Training Sanlam Connect staff on all Glacier products, processes, procedures, tools, and online systems i.e. the Investment Hub, G-Hub and the Web.

Identify training needs to educate and empower the intermediary assistants, intermediaries’ office personnel and intermediaries.

Drive Digital engagement with intermediaries’ assistants to improve the digital platforms utilization.

Building relationships with intermediaries’ assistants, intermediaries office personnel and intermediaries.

Marketing and Sales initiatives

Support the BDM in the execution of his/her functional sales role tasks and activities.

Co-ordinate BDM’s annual marketing budget and conflict of interest register.

Take the lead to drive marketing campaigns and projects.

Co-ordinate and manage training functions/events and fund manager presentations.

Targets and inflows

Assisting the Business Development Manager in servicing intermediaries in the process of reaching monthly inflow targets across all 4 product lines being LISP, Life, Glacier Invest and Glacier International.

Manage and track progress of all new business submitted including liaising with Life, Glacier International, and Glacier Invest BDC’s to assist with administration of cases.

Assisting with Glacier proposals, quotations, ICE and other support tools.

Draw and interpret Business Intelligence reports to identify areas of opportunity and improvement.

Administrative support

Attending to office administration (co-ordinating of manager’s diary, preparing documentation, overall smooth flow of day-to-day tasks).

Attending to general day-to-day tasks associated with supporting the Business Development Manager when dealing with clients and intermediaries (Intermediaries/IFA) i.r.o. the following but not limited to:

Telephone enquiries and written communication,

Distribution of marketing materials.

Managing the intermediaries’ database – Business Intelligence and book reports.

Work closely with other BDC’s in the team to communicate about panels and distribute tasks accordingly to maximize productivity and know where pressure points are to be addressed.

Qualifications and Experience

B-Com and relevant financial/ investment qualification.

At least 3 years’ experience in a similar role within the investment / collective investment service industry.

Valid driver’s license and own reliable vehicle.

Knowledge of economic principles, environment and investment products.

A strong command of both English and Afrikaans is preferred.

Knowledge and Skills

Assist with production target achievement

Technical advice and support

Partnership and network building

Compliance

Personal Attributes

Business insight - Contributing independently

Communicates effectively - Contributing independently

Action orientated - Contributing independently

Plans and aligns - 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

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - 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.