Job Purpose\u00a0<\/p>\n
\tThe Business Development Manager is responsible for developing and maintaining a portfolio of Investment focussed Intermediaries, increasing the Sanlam Group\u2019s retail investment market share, and executing the Glacier strategy.
\n\tThe role focuses on new business development, portfolio growth, intermediary enablement, and delivering a superior adviser experience. This role will support Central Johannesburg, West Rand and Vaal Triangle distribution partners and clients.\u00a0<\/p>\n
Key Outcomes<\/p>\n
The following outcomes will be expected to be achieved by the Business Development Manager:<\/p>\n
Business & Portfolio Growth<\/p>\n
\tAttract new business and increase retention of existing investment flows.
\n\tSource, onboard, and activate new Intermediaries for Glacier.
\n\tAchieve profitable annual sales volumes and meet monthly targets by actively managing an Intermediary portfolio.
\n\tGrow regional business via Independent Financial Intermediaries and Sanlam Connect (sales, training, marketing, and client services).<\/p>\n
Intermediary Support & Enablement<\/p>\n
\tImplement a structured Intermediary support model to ensure effective collaboration between the Channel, the Intermediary, and Sanlam Group product providers.
\n\tProvide accurate investment, product, fund, service, and investor information.
\n\tTrain and upskill Intermediaries and their support staff to improve advice capability and practice sustainability.
\n\tEquip Intermediaries with technology, reporting tools, and business development insights to support profitable practices.
\n\tDrive the adoption and effective use of Glacier\u2019s digital platforms and tools (Web Hub, Investment Hub, etc.).<\/p>\n
Stakeholder Engagement & Internal Collaboration<\/p>\n
\tSupport investment campaigns and marketing initiatives.
\n\tContribute to product implementation through presentations, insights, and client service support.
\n\tManage the Business Development Coordinator.
\n\tMaintain and coordinate Service Level Agreements (SLAs) with internal and external stakeholders.<\/p>\n
Compliance & Governance<\/p>\n
\tEnsure full adherence to regulatory requirements including FAIS and FICA.
\n\tPromote ethical, compliant, and professional conduct at all times.<\/p>\n
Qualifications and Experience<\/p>\n
\tRelevant financial\/investment tertiary qualification. A BCom investment management or economics qualification and CFP will be beneficial.
\n\t5 plus years\u2019 experience in an investment industry distribution environment.\u00a0
\n\tExtensive experience supporting and developing IFA investment practices.
\n\tA proven sales track record within the investment industry.
\n\tDeep technical knowledge of retail Collective investments, Linked Investment Service Provider platform, financial industry structures, and market trends.
\n\tValid driver\u2019s license and own reliable vehicle.
\n\tThe role requires traveling throughout the area of responsibility.<\/p>\n
Competencies<\/p>\n
\tResilience and tenacity in a sales environment.
\n\tRelationship building and stakeholder management.
\n\tLeadership and people-management skills.
\n\tTeam contribution and collaboration.
\n\tTarget and performance orientation.
\n\tStrong client service ethic.
\n\tEffective communication and presentation skills (Afrikaans & English).
\n\tImpact and influence.
\n\tInnovative and strategic thinking.
\n\tEntrepreneurial mindset.
\n\tConsultive skill and creativity
\n\tStrong problem-solving skills\u00a0
\n\tCreating insight into opportunities skill
\n\tAbility to work under pressure
\n\tConfidence in presenting to large audiences
\n\tAbility to simplify and train complex investment concepts
\n\tEffective networking capabilities<\/p>\n
Attributes<\/p>\n
\tPositive, initiative-taking \u201ccan-do\u201d attitude
\n\tProminent levels of self-confidence
\n\tIntegrity, honesty, and professionalism
\n\tAbility to work independently and take ownership<\/p>\n
What will make you successful in this role?<\/p>\n
Assist in growing the Sanlam Adviser Business<\/p>\n
\tBe committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
\n\tApply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.<\/p>\n
Undertake relevant behaviours to attain targets relating to:<\/p>\n
\tRevenue generation (Single and recurring premiums)
\n\tActivity quotas
\n\tPromote the Sanlam\u00a0brand
\n\tTreating customers fairly to be applied to all client engagements
\n\tRole is aligned to your personal career aspirations<\/p>\n
Networking, prospecting and leads generation<\/p>\n
\tFace to face interactions, social or business, to create business opportunities.
\n\tProspecting of new clients through creative opportunities such as business\/social networks, associations or ad hoc presentations.
\n\tTurning trusted relationships into business relationships.
\n\tStrengthening existing relationships by increasing the current service.
\n\tUse existing sources to establish opportunities across Sanlam businesses.
\n\tPersonalised client value propositions.
\n\tMarketing on social media.
\n\tUndertake selected client focused activities to generate leads and informal prospecting opportunities.
\n\tMining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
\n\tStructuring and implementing focused campaigns with new or existing clients in the defined market.
\n\tRequesting active and ongoing leads and referrals from others.
\n\tMonitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.<\/p>\n
Client consultations and sales<\/p>\n
\tEnsure all client interactions are compliant in terms of disclosures and advice given (provide written\/ electronic information required for compliance).
\n\tUndertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
\n\tConduct a financial needs analysis, using the relevant e-tools \/ instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
\n\tProvide sound personal financial planning advice.
\n\tApply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
\n\tPresent financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
\n\tUse relevant processes and system tools to capture analysis information and update records accordingly.
\n\tReview client portfolio annually by undertaking the above steps.<\/p>\n
Client Service<\/p>\n
\tEnsure all client interactions are ethical, courteous and professional.
\n\tFollow-up or refer all existing business queries to be resolved timeously through support.
\n\tStrive for excellent, value-added service to clients so that they do not seek competitor products or services.
\n\tUndertake continuous learning in terms of knowledge, skills and market\/industry issues so as to service clients within the defined market.
\n\tInitiate long term client relationships and maintain a relational focus.<\/p>\n
Monitor, update and reporting (weekly\/monthly)<\/p>\n
Document and present the following activities:<\/p>\n
\tNumber and profile of contacts, appointments, consultations.
\n\tIssued business and revenue against targets.
\n\tUpdate client details on records.
\n\tAppropriate workflow and activity monitor system entries.<\/p>\n
Qualification and Experience<\/p>\n
\tBCom or equivalent with 7 years related experience.
\n\tFinancial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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