Business Development Manager at Sanlam Group

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

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