Business Development Manager

Sanlam; Johannesburg; On-site; ZAR 600,000 - 900,000; Full time

Job summary

A leading financial services company seeks a Business Development Manager responsible for building and managing an Investment Intermediary portfolio. The role involves client acquisition, market share growth, and compliance management in Johannesburg. Ideal candidates will have a strong sales background coupled with relevant financial qualifications, making a significant impact on the growth of the business.

Qualifications

• Relevant financial/investment qualification (Honours level recommended).
• At least 5 years’ experience in financial distribution environment.
• Proven sales success and track record.

Responsibilities

• Develop and maintain specialized Investment Intermediary portfolio.
• Source and introduce new Intermediaries to Glacier.
• Ensure profitable annual sales volumes and meet monthly targets.

Skills

Client focus

Strong relationship building ability

Strategic sales and client retention planning

Problem-solving capabilities

Education

Degree or Diploma in relevant field

CFP qualification

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

The Business Development Manager will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Intermediary portfolio, and developing and/or increasing Sanlam Group’s market share of retail investment business from this portfolio, whilst delivering on the Glacier Partner Absa (GPA) Investment Channel strategy. This role will be responsible for servicing Johannesburg and surrounding areas.

Key Outcomes

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

Targets and inflows

• Service an existing GPA supporting Intermediary client base
• Source and introduce new Intermediaries to Glacier
• Support and collaborate with all the relevant Broker Corporate Businesses and Independent Intermediary businesses
• Attract new business and increase retention of existing investment business for the GPA Local, Glacier International, Structured and Guaranteed Products
• Ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
• Ensure intermediaries adherence to all regulatory requirements (e.g. FAIS, FICA. POPIA)

Growing the business

• Develop and implement a business plan for the GPA (sales volumes, investment education and training, marketing, and client services – administration, digital usage of GPA system, and growing the support base)
• Implementing an Intermediary support model to facilitate effective and efficient support between GPA, the Broker, and the various product and service provider

Knowledge and education

• Train, educate, and develop the Intermediary’s and Intermediary’s support staff on all GPA (Local | International | Structured Products | Guaranteed Products)
• Train and facilitate the use of GPA’s digital strategy/tools and EI.
• Supply accurate investment, product, fund, services and investor information
• Facilitate or identify Intermediary needs – technical information, technology, reporting and developing a profitable practice

Marketing and Sales initiatives

• Support investment projects and campaigns (marketing support)
• Participate in investment product implementation (presentations, product development & client service support)

People Practices

• Co-ordinate and maintain effective SLA’s with all relevant stakeholders (internal and external)

Qualifications and Experience

• Relevant financial / investment qualification (Financial tertiary qualification on Honours level is recommended)
• CFP
• Fais exam is advantageous
• At least 5 years’ experience in a financial distribution environment (Linked Service Provider and/or Investment Management Company is recommended) in a similar role
• Supporting and developing of intermediary (IFA) practices
• Proven Sales related success and track record
• Technical knowledge about retail investments, retail investment industry
• Valid drivers’ license and own reliable vehicle

Competencies

• Client focus (client-centricity)
• Strong relationship building ability
• Collaborates
• Cultivates Innovation
• Being resilient
• Drive Results
• Leadership / Management Skills
• Effective written and verbal communication and presentation skills
• Entrepreneurial Skills
• Ability to work under pressure
• Lateral thinking and problem-solving capabilities
• Educating people capabilities

Attributes

• Positive, can-do attitude with high self confidence levels
• Passion and high-performance orientation
• Honesty, integrity and respect
• Ability to work independently and within a team
• Persuasive

What will make you successful in this role? Qualification and Experience Degree or Diploma with 5 years related sales experience. Knowledge and Skills Strategic sales and client retention and acquisition planning Drive sales and profitability Expense, risk and compliance management Partnership, network and new markets development Management of Employees Personal Attributes Persuades - Contributing through others Manages complexity - Contributing through others Business insight - Contributing through others Decision quality - Contributing through others 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 Being resilient - Contributing through others Cultivates innovation - Contributing through others Customer focus - Contributing through others Collaborates - Contributing through others Drives results - Contributing through others 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.