Business Development Coordinator

Sanlam; Johannesburg; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading company in the financial services sector is seeking a Business Development Consultant to enhance the market share of retail investments. The successful candidate will support sales initiatives, train intermediaries, and manage administrative tasks, contributing to the firm's growth and adherence to regulatory standards.

Benefits

Career growth opportunities

Commitment to transformation and diversity

Qualifications

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

Responsibilities

• Support the Business Development Manager(s) in increasing market share.
• Coordinate marketing budget and manage training events.
• Ensure regulatory compliance (FAIS, FICA, POPIA, TCF).

Skills

Client-centric approach

Educating and teaching skills

Analytical thinking

Communication skills

Planning

Education

B-Com or relevant financial or investment qualification

Tools

MS Office

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, solutions, and high-quality service. Our comprehensive range of investment solutions is designed to assist in the creation and preservation of wealth. Our offerings include local investments such as fixed-term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own purpose, they all share the world-class quality and commitment that distinguish Glacier.

What will you do?

Job Purpose

To support the Business Development Manager(s) and to develop and increase Glacier Investment Channel's market share of retail investment business in the Central Johannesburg IFA market. The successful candidate will contribute to regional, provincial, and national distribution and sales strategy implementation.

Key Outcomes

The following outcomes are expected from the Business Development Consultant:

• Based in Rosebank, with possible presence at Meersig (Roodepoort) and Lynwood (Pretoria) offices. Travel within the area is required.

Knowledge and Education

• Training intermediaries’ assistants, office personnel, and intermediaries on Glacier products, processes, procedures, tools, and online systems (Investment Hub, G-Hub, Web).
• Identify training needs to empower intermediaries and their staff.
• Drive digital engagement to enhance platform utilization and build relationships with intermediaries.

Marketing and Sales Initiatives

• Support the BDM in executing sales activities.
• Coordinate marketing budget and conflict of interest register.
• Lead marketing campaigns and manage training events and fund manager presentations.

Targets and Inflows

• Assist in servicing intermediaries to meet monthly inflow targets across LISP, Life, and Glacier International.
• Manage new business submissions and liaise with relevant teams for administration.
• Support proposals, quotations, ICE, and other tools.
• Ensure regulatory compliance (FAIS, FICA, POPIA, TCF).
• Use Business Intelligence reports to identify opportunities.

Administrative Support

• Handle office administration and day-to-day support tasks.
• Assist with client and intermediary inquiries and distribution of marketing materials.
• Manage the intermediaries’ database.
• Collaborate with team members to optimize productivity.
• Support the Regional Operational Manager.

Qualifications and Experience

• B-Com and relevant financial or investment qualification.
• Minimum 3 years’ experience in a similar role within the investment industry.
• Valid driver’s license and own vehicle.
• Intermediate MS Office skills.
• Knowledge of economic principles and investment products.
• Excellent telephone etiquette.

Competencies

• Client-centric approach
• Educating and teaching skills
• Self-driven with initiative
• Budget awareness
• Innovation, collaboration, resilience
• Results-driven, detail-oriented
• Conflict resolution, analytical thinking
• Planning, organizing, communication skills

Attributes

• Positive attitude, eagerness to learn
• Uphold Glacier values and culture
• Team player, resilient under pressure
• Honest, respectful, disciplined
• Effective influencing skills
• Ability to work independently within a matrix structure

What will make you successful in this role?

• Degree or Diploma with 4-6 years related experience
• Knowledge of financial advice, compliance, and partnership building
• Strong communication, planning, and action orientation

Build a successful career with us

We are committed to building strong relationships with our employees, supporting your career growth, personal development, and achievement of your aspirations. Our diverse business clusters offer numerous opportunities for growth and development.

Core Competencies

• Innovation, customer focus, results drive, collaboration, resilience

Turnaround time

Shortlisting begins after the application deadline. Processing time depends on your progress and management availability.

Our commitment to transformation

Sanlam is dedicated to transformation, diversity, and inclusion, aiming for a diverse, inclusive, and equitable workplace. Our Employment Equity plan and targets will guide the selection process.