International Business Consultant

4 weeks ago

Johannesburg, South Africa Sanlam Full time

Who are we?
The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle
- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life
- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms. Job Purpose
To be responsible for giving support to the Regional Manager offering excellent client service support and to maintain and grow relationships. Key Outcomes
The following outcomes will be expected to be achieved by the International Business Consultant:
Assisting the Regional Manager in servicing brokers and in the process reaching monthly inflows targets
Assisting Business Development with administration and 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 and providing 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
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 - ideally with international exposure
Relevant tertiary qualification/CFP/RFP 1/2/3 will be advantageous
Knowledge of economic principles, environment and investment products
Exposure of the Investments/Sales Environment
Knowledge of Unit Trusts, Linked Products and Offshore products and investments
Valid Driver’s License (and own transport)
Communication and presentation skills (written & verbal)
Competencies
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 Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development. Turnaround time
Glacier is committed to excellence and striving towards Employment Equity.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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