Business Development Manager

Sanlam; Johannesburg; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services provider is seeking a Business Development Manager in Johannesburg. This role involves prospecting and managing Investment Intermediary portfolios, driving market share growth, and ensuring compliance with regulatory standards. Ideal candidates will possess a relevant financial qualification, CFP certification, and at least 5 years of experience in financial distribution. Join us to enhance your career with significant personal and professional development opportunities.

Qualifications

• At least 5 years’ experience in financial distribution, supporting and developing intermediary practices.
• Proven sales success and technical knowledge of retail investments.
• Valid driver’s license and reliable vehicle.

Responsibilities

• Prospect, source, develop, and maintain a specialised Investment Intermediary portfolio.
• Increase Sanlam Group’s market share of retail investment business.
• Develop and implement a business plan for GPA, including sales, education, marketing, and client support.

Skills

Client focus

Relationship building

Collaboration

Innovation

Resilience

Results-driven

Leadership skills

Communication skills

Entrepreneurial mindset

Problem-solving

Education

Relevant financial/investment qualification (Honours level recommended)

CFP certification

Fais exam advantageous

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. We offer a comprehensive range of investment solutions, 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. Each solution has its own purpose but shares the same commitment to quality that distinguishes Glacier.

What will you do?

Job Purpose

The Business Development Manager will prospect, source, develop, and maintain a specialised Investment Intermediary portfolio. They will develop and increase Sanlam Group’s market share of retail investment business from this portfolio, while executing the Glacier Partner Absa (GPA) Investment Channel strategy. The role covers servicing Johannesburg and surrounding areas.

Key Outcomes

The expected outcomes include:

• Servicing existing GPA supporting Intermediary client base
• Introducing new Intermediaries to Glacier
• Collaborating with Broker Corporate and Independent Intermediary businesses
• Attracting new business and retaining existing investment business for GPA Local, Glacier International, Structured, and Guaranteed Products
• Meeting profitable sales volumes and monthly targets through active management of an Intermediary Portfolio
• Ensuring intermediaries adhere to regulatory requirements (e.g., FAIS, FICA, POPIA)

Growing the business

• Developing and implementing a business plan for GPA, including sales, education, marketing, and client support
• Implementing an Intermediary support model to facilitate effective support between GPA, brokers, and product providers

Knowledge and education

• Training and developing Intermediaries and their support staff on GPA products and digital tools
• Providing accurate investment and product information
• Identifying and facilitating Intermediary needs

Marketing and Sales initiatives

• Supporting investment projects and campaigns
• Participating in product implementation and client support

People Practices

• Maintaining effective SLAs with stakeholders

Qualifications and Experience

• Relevant financial/investment qualification (Honours level recommended)
• CFP certification
• Fais exam advantageous
• At least 5 years’ experience in financial distribution, supporting and developing intermediary practices
• Proven sales success and technical knowledge of retail investments
• Valid driver’s license and reliable vehicle

Core Competencies

• Client focus
• Relationship building
• Collaboration
• Innovation
• Resilience
• Results-driven
• Leadership skills
• Communication skills
• Entrepreneurial mindset
• Problem-solving

Attributes

• Positive attitude, self-confidence
• Passion and high-performance orientation
• Honesty, integrity, respect
• Independence and teamwork ability
• Persuasiveness

What will make you successful in this role?

• Degree or Diploma with 5 years sales experience
• Strategic sales, client retention, and acquisition skills
• Partnership development and market expansion
• Management of employees

Personal Attributes

• Persuades and contributes through others
• Manages complexity
• Business insight
• Decision-making quality

Build a successful career with us

We focus on building strong, lasting relationships with our employees. We support your future career, personal development, and achievement goals. Our diverse business groups offer many growth opportunities.

Core Competencies

• Resilience
• Innovation
• Customer focus
• Collaboration
• Results orientation

Turnaround time

The shortlisting process begins after the application deadline. Processing time varies based on progress and manager availability.

Our commitment to transformation

The Sanlam Group is dedicated to transformation, diversity, and inclusion, aiming for an equitable workplace to ensure sustainable business growth in South Africa. Employment Equity targets will be considered during selection.