Business Development Co ordinator at Glacier by Sanlam

Job description

Job purpose

To be responsible for giving support to the Regional Manager.

Key outcomes

• The following outcomes will be expected to be achieved by the Business Development Co-ordinator:
• Assisting the Regional Manager in servicing brokers and in the process reaching monthly inflows targets
• Assisting Business Development with product training to Broker Assistants, Broker Consultants, Broker Office Personnel and Brokers
• Travelling to and training of Broker’s/IFA’s and their assistants regarding the administration side of investment products and IT systems
• Managing the Broker Database
• Performing Toolbox analysis for Brokers
• General day-to-day tasks associated with supporting the Regional Manager when dealing with clients and Intermediaries (Brokers/IFA)
• Telephone enquiries and written communication
• Assistance to Client/Intermediaries with regards any business queries
• Distribution of Marketing Materials i.e. application forms and brochures
• Office Administration (co-ordinating of Managers’ diary, preparing documentation, as well as overall smooth flow of day-to-day tasks)

Qualifications and experience

• Grade 12 with 1-2 years’ experience in a similar role within the investment / collective investment service industry
• Preference will be given to candidates with a tertiary qualification/CFP/RFP 1/2/3
• Knowledge of economic principles, environment and investment products
• Exposure of the Investments/Sales Environment
• Knowledge of Unit Trust and Linked Products
• Valid Driver’s License
• Communication and presentation skills (written & verbal)

Competencies

• Building and Maintaining Relationships
• Attention to detail
• Influencing and gaining commitment
• Contributing to Team Success
• Conflict Resolution
• Analytical thinking and Problem Solving
• Client Services Orientation
• Planning and Organising
• Excellent Decision Making Skills
• Excellent Telephone Etiquette
• Enthusiasm/Proactive

Attributes

• Positive, enthusiastic attitude
• Teamwork
• Ability to thrive under pressure
• Honesty, integrity and respect
• Resilience