Business Development Technical Support Specialist

Sanlam Limited; Cape Town; On-site; ZAR 40 000 - 80 000; Full time

Job summary

An established industry player is looking for a Business Development Technical Support Specialist to enhance their team’s expertise in financial planning and public sector investments. This role involves training new staff, designing impactful training materials, and supporting innovative product solutions. The ideal candidate will have a strong background in financial services, excellent communication skills, and a passion for client-focused solutions. Join a dynamic team dedicated to transforming the financial landscape and making a meaningful impact in the public sector.

Qualifications

• Minimum 5 years experience in financial services required.
• Technical knowledge of retail investments and public sector funds.

Responsibilities

• Train and onboard new staff on market segment strategies.
• Support financial planning and product campaigns.

Skills

Financial Planning

Communication Skills

Problem-solving

Research Capability

Client Focus

Leadership Skills

Education

Post Graduate Diploma in Financial Planning

Degree or Diploma in related field

Job description

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Business Development Technical Support Specialist

Date: 29 Apr 2025

Location:

Tygervalley, Western Cape, ZA

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.

Job Purpose

The Business Development Technical Support Specialist will be responsible for the competence and proficiency of the Glacier Business Development Team in relation to new market segments. This specialist will be responsible for supporting growth strategies into new market segments focusing on financial planning content, marketing projects and administrative expertise. An understanding and experience in financial advice, financial planning, the public sector and investments are vital.

Key Outcomes

This role forms part of the Technical Support Team. This team is responsible for the formal competence, industry competency and other holistic technical support required by the Business Development Team. The team also supports the Business Development Team in ensuring the expertise of the support structures of all distribution channels.

This role needs to deliver on the formal competence and industry competency of the Business Development Team in relation to new market segments, starting with the public sector.

Key responsibilities

• Training and onboarding new staff with a view to ensuring full competency on market segment strategies specifically focusing on the public sector and corresponding retirement funds, ensuring new staff gain a thorough understanding of these areas.
• Design and implementation of training/upskilling content and programmes.
• Support and facilitate sales and distribution projects (knowledge / skills enhancements).
• Support product innovations and upskill the stakeholder teams therein.
• Update and develop the stakeholder teams on financial planning related topics as it affects market segment strategy, along with the rest of the Technical Support Team.
• Service and support the stakeholder teams and intermediary support structures with technical queries focusing on the solution range, processes and procedures and case problem resolution in relation to the public sector and market segments.
• Assist the stakeholder teams with implementation of all industry related regulation relevant to the public sector and corresponding retirement funds, along with the rest of the Technical Support Team.
• Undertake financial planning industry research to support the stakeholder teams in intermediary education as it relates to public sector and market segments (for example: pension fund rules or tax related queries in the public sector).
• Support financial planning and product campaigns by identifying, researching, formulating, designing and co-ordinating market ready content in relation to the public sector and identified market segments (marketing support).
• Participate in events related to the public sector, ensuring all technical aspects are vetted and aligned with industry regulations and company strategies.
• Support administrative management of new market segment growth strategies and teams.
• Provide support (advice and product related) to the line manager in client solutions, market advice and channels, business mix and competency practices.

Qualifications and Experience

• Minimum Post Graduate Diploma in Financial Planning is a pre-requisite, if the undergraduate degree is not in financial planning.
• Experience in the following is required:
  • 5 years’ minimum experience in financial services.
  • Technical knowledge about retail investments, retail investment industry and trends in the public sector and corresponding retirement funds.
  • Technical knowledge about the financial planning landscape and all related laws (FAIS, FICA and compliance related legislation, ITA, PFA, Long-term Insurance Act, Insurance Act, GEP Law etc).
  • Ability to design high impact subject matter for presentation.
  • Cultivating subject matter for training and business development innovation.
• The following will be advantageous:
  • Training experience including training material/ workshop development.
  • Understanding of distribution in financial services.
• Excellent written and verbal communication and presentation skills
• Ability to design high impact subject matter for presentation
• Organised and administratively & operationally adept
• Problem-solving
• Research capability
• Client and service focused
• Resilience
• Drives results
• Leadership skills (impact and influence)

Attributes

• Positive, can-do attitude with high self-confidence levels
• Honesty, integrity and respect
• Ability to work both independently as well as effectively in a team
• Ability to work under pressure
• Adaptable and flexible in working methodology

What will make you successful in this role?

Qualification and Experience

Degree or Diploma with 6 to 8 years related experience.

Knowledge and Skills

Pilot training and ongoing training/presentation

Assess and moderate qualifications

Training material/content updates, changes and reviews

Personal Attributes

Plans and aligns - Contributing independently

Communicates effectively - Contributing independently

Decision quality - Contributing independently

Interpersonal savvy - 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.