Business Development Executive at Sanlam Group

What you will do

Responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts. Coordinates marketing, sales and support services for assigned accounts to enhance existing relationships and develop new ones. Responds to inquiries and resolves problems of a complex nature. Establishes and/or develops relationships with firms to secure a preferred or a select sponsor position with that firm. Develops and implements annual business plan to promote and maintain business. Good interpersonal skills are essential for the success of the position.

What will make you successful in this role?

• Responsible for promoting new and maintaining existing business by serving as a proactive relationship manager for assigned accounts
• Coordinates marketing, sales and support services for assigned accounts to enhance existing relationships and develop new ones. Keep Employee Benefits Specialists informed of the progress at all times
• Responds to inquiries and resolves problems of a complex nature.
• Establishes and/or develop relationships with firms to secure a preferred or a select sponsor position with that firm.
• Have / maintain relationships with key individuals in Sanlam Corporate that will assist in the sales process.
• Develops and implements annual business plan to promote and maintain business.
• Good interpersonal skills are essential for the success of the position.
• Have / maintain an in-depth knowledge of products / product houses within Sanlam Corporate and develop / maintain a thorough understanding of products / services within the Sanlam Group.
• Have / maintain an in-depth knowledge of competitors in the market.
• Have / maintain a thorough understanding of applicable legislation affecting Sanlam Corporate products and services.
• Have the ability to manage sales targets and achieve those targets over a reasonable period.
• Develop interpersonal relationships within Client Solutions to ensure sound team dynamics.

Qualification & Experience

• Relevant tertiary financial/investment qualification
• Minimum of 5 years relevant experience in the Employee Benefits industry
• Experience gained in a similar role with another SA Financial Services player - including unit trust, asset management or Lisp industry.

Knowledge And Skills

• Knowledge of legislation applicable to the retirement fund industry
• Previous retirement fund experience will be advantageous
• Certificate of Proficiency will be advantageous
• Technical advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Strategic business plan development and implementation