Business Development Manager

FirstRand group; Cape Town; On-site; ZAR 500,000 - 700,000; Full time

Job summary

A leading financial services firm in Cape Town is seeking a Business Development Manager to drive growth and manage business development initiatives. The ideal candidate will have a degree, investment experience, and proficiency in relationship management. Candidates should apply promptly as the role involves dynamic collaboration and innovative problem-solving.

Benefits

Opportunities to network and collaborate

Progressive working environment

Ownership of end-to-end processes

Qualifications

• 2-3 years in a BDM sales role.
• CFP qualification would be preferable.
• Experience working on platforms like LISP.

Responsibilities

• Drive the growth of the business in partnership with Private Advisors.
• Manage various business development activities and initiatives.
• Identify leads and support campaigns.

Skills

Investment and Long Term Insurance experience

Relationship management

Sales skills

Analytical skills

Education

Degree or NQF Level qualification

Tools

LISP (Linked Investment Service Provider)

Job description

Description

To drive the growth of the business in partnership with Private Advisors, by delivering on strategy, managing various business development activities and initiatives, and ensuring the delivery of the portfolio’s key objectives. Critical outputs of the role include identifying leads, supporting campaigns, and building relationships within assigned regions.

Hello Future Invest and Insure Business Development Manager

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us proud of the people who make it happen.

As part of our talented team in FR Life Assurance, you will be surrounded by unique talents, diverse minds, and an adaptable environment that encourages curiosity. Now’s the time to imagine your potential in a team where experts come together to ignite effective change.

This role will be based in Cape Town.

Are you someone who can :

• Provide first-line support on escalations outside of turnaround time.
• Manage all segment leadership requests.
• Report on challenges within regions and manage expectations.
• Manage the full process related to engagement, from submission of quote to completion.
• Proactively support lead usage and seek opportunities through adviser tools.
• Drive campaign management in the region on all newly launched campaigns, including launching, tracking, and maintaining momentum.
• Track and contribute to achieving the monthly budget, report on progress, and develop strategies to close gaps.
• Analyze and develop implementation plans against forecasted financial budgets.
• Develop tactical budgets for areas of responsibility that minimize expenditure and manage costs.
• Build relationships to manage expectations, share knowledge and insights, and create buy-in.
• Contribute to maintaining a competitive edge by upskilling and coaching frontline advisors on effective upselling techniques.
• Implement practices that build service delivery excellence and efficiency models.
• Model and coach behaviors that foster rewarding relationships, encourage innovation, and enable exceptional customer service.
• Maintain expert knowledge on relevant legislative amendments, industry best practices, and provide advice to stakeholders.
• Contribute to corporate governance, compliance, integrity, and ethics policies to identify and manage risk exposure.
• Participate in relevant management forums and cascade information within the team.
• Identify opportunities across the business by grouping similar projects to improve efficiencies and reduce duplication.

You will be an ideal candidate if you :

• Have a Degree or NQF Level qualification.
• Have Investment and Long Term Insurance experience.
• Have 2-3 years in a BDM sales role.
• CFP qualification would be preferable.
• Experience working on platforms like LISP (Linked Investment Service Provider).

You will have access to :

• Opportunities to network and collaborate.
• A challenging, progressive, and agile working environment.
• Opportunities to innovate with initiative taken and ownership of end-to-end processes.

We can be a match if you are :

• Adaptable and curious.
• Detail-oriented.
• Thrive in a collaborative environment.
• Deadline-driven.
• Able to handle pressure.

Apply now if you are interested in taking the next step. We look forward to engaging with you!

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose disability information voluntarily. This information will be kept confidential unless disclosure is legally required.

Post

LI-AW1

Job Details

Note that applications will not be accepted after 08/08/2025. Please submit your application before the closing date.

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. Candidates can disclose disability information voluntarily. This information will be kept confidential unless disclosure is legally required.