Business Development Coordinator

Sanlam; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading investment firm is seeking a Business Development Coordinator in Cape Town. The role involves supporting Business Development Managers, managing training initiatives for intermediaries, and ensuring compliance with regulatory requirements. Ideal candidates should have a B-Com degree and at least 3 years of experience in the investment industry. A positive attitude and strong communication skills are essential for success in this role.

Benefits

Opportunities for growth and development

Qualifications

• At least 3 years of experience in a similar role within the investment service industry.
• Valid driver’s license and own reliable vehicle.
• Knowledge of economic principles and investment products.

Responsibilities

• Provide support and assistance to Business Development Managers.
• Assist with achieving monthly inflow targets across product lines.
• Manage intermediaries database and perform administrative tasks.

Skills

Client‑centric focus

Educating and teaching capabilities

Self‑driven

Attention to detail

Analytical thinking

Communication skills

Education

B-Com and relevant financial/investment qualification

Tools

MS Office suite (intermediate level)

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?

Job Purpose

To provide support and assistance to the Business Development Manager(s); and to develop and/or increase Glacier Investment Channel market share of retail investment business in the Cape Town IFA market. 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 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 utilisation
• Building relationships with intermediaries’ assistants, intermediaries office personnel and intermediaries.

Marketing and Sales initiatives

• Support the BDM in the execution of his 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 reaching monthly inflow targets across all 3 product lines being LISP, Life 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 tools.
• To ensure intermediaries adhere to all regulatory requirements (e.g. FAIS, FICA, POPIA, TCF, etc).
• Draw and interpret Business Intelligence reports to identify areas of opportunity and improvement.

Administrative support

• Attending to office administration (coordinating of managers 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,
  • Assisting clients/intermediaries with processes & business,
  • Distribution of marketing materials (application forms, brochures).
• Managing the intermediaries’ database.
• 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.
• Support the Regional Operational Manager.

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.
• MS Office suite (intermediate level).
• Knowledge of economic principles, environment and investment products.
• Excellent telephone etiquette.

Competencies

• Client‑centric focus and application
• Educating and teaching capabilities
• Self‑driven and takes and demonstrates initiative
• Budget conscious
• Cultivates innovation
• Collaborates
• ResilientDrive results
• Attention to detail and accuracy
• Conflict resolution
• Swift query resolution
• Analytical thinking and problem solving
• Planning and organising
• Communication and presentation skills (written & verbal)

Attributes

• Positive, enthusiastic, and can‑do attitude
• Willingness to proactively learn and ensure self‑development to the high standard expected by the company
• Uphold and live the Glacier values and culture
• Team player
• Ability to thrive under pressure
• Honesty, integrity and respect
• Self‑directed and disciplined deliver on quality outcomes
• Influencing and gaining commitment
• Ability to work independently and report into a matrix management structure

What will make you successful in this role?

1. Qualification and Experience Grade 12 with 3 to 4 years related experience.
2. Knowledge and Skills Financial advice and support Assist with production target achievement Compliance Partnership and network building
3. 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.