Business Development Manager at Sanlam Group

What will you do?
The Business Development Manager will be responsible for growing the Life Investments footprint amongst the existing Glacier platform Business Development Managers, SanlamConnect internal distribution support staff as well as intermediaries and in doing so developing and/or increasing Sanlam Group’s market share of retail investment business, whilst delivering on the Glacier Business Development strategy. This is a regional business development support role and includes the following areas:  Gauteng, Limpopo, Mpumalanga, Northwest, and parts of the Northern Cape.

What will make you successful in this role?
The following outcomes will be expected to be achieved by the Business Development Manager:    

Targets and inflows

• Support the Regional Business Development Manager: RSA North
• Support the Glacier Life Investments Business Development Manager: North
• Support the Glacier Business Development Managers North, SanlamConnect internal distribution support staff as well as intermediaries to grow footprint for Life Investments
• To attract new business and increase retention of existing Life investments business
• To cross-sell between Glacier platform and Life Investments products
• To ensure that profitable annual sales volumes and monthly targets are met by actively growing and managing the Life Investments support base

Growing the business

• To develop and implement a regional business plan for Glacier Life Investments (sales volumes, education and training, marketing and client services – administration)
• To grow the existing Life Investments supporting client base
• To source and introduce new business to Glacier Life Investments

Knowledge and Education

• Train and develop the Glacier Business Development Managers, SanlamConnect internal support staff as well as Financial Intermediaries
• Train and facilitate the use of Life Investments digital strategy/tools such LAIQ’s
• To assist with product technical queries regarding Life Investments
• To supply marketing articles with regards to Life Investments where needed
• To supply accurate investment, product, fund, services and investor information
• To launch new Life Investments products successfully in the market
• To facilitate or identify needs such as technology, reporting and developing a profitable practice
• To ensure intermediaries are educated on all regulatory requirements (e.g., FAIS, FICA)

Marketing and Sales initiatives

• To support projects and campaigns (marketing support)
• To participate in investment product implementation (presentations, product development & client service support)
• To assist with successful implementation of marketing events such as the Life Investment Summit

People Practices

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

Qualifications and Experience

• A tertiary education within the field of Finance | Marketing and/or CFP is preferable
• Strong knowledge and experience of the Sanlam systems, processes, procedures as well as Sanlam Single premium products will be required
• Knowledge regarding Glacier LISP products will be required
• Financial services experience, preferably in distribution
• Proven Sales related success and track record
• Valid drivers’ license and own reliable vehicle
• Public speaking and presenting

Qualification and Experience

• Degree or Diploma with 5 to 6 years experience.

Knowledge and Skills

• Technical advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Personal Attributes
• Business insight - Contributing through others
• Interpersonal savvy - Contributing through others
• Decision quality - Contributing through others
• Plans and aligns - Contributing through others

Closing Date: 18th,March 2022