Business Development Coordinator 1

2 weeks ago

Tygervalley, South Africa Sanlam Full time

Who are we?
Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier. What will you do?
To be responsible for providing support and assistance to the Business Development Manager (BDM) with developing and/or increasing Sanlam Group’s market share of retail investment business by delivering on the Glacier business strategy. What will make you successful in this role?
The following outcomes will be expected to be achieved by the Business Development Co-ordinator:
Knowledge and education
- Travelling to and training Intermediaries Assistants, Intermediaries Consultants, Intermediaries Office Personnel and Intermediaries on the Sanlam Single Premium Solution range.
- Identify training needs to educate and empower the Intermediary Assistants
- Drive Digital engagement with Intermediaries Assistants
- Building relationships with Intermediaries Assistants, Intermediaries Consultants, Intermediaries Office Personnel and Intermediaries

Marketing and Sales initiatives
- Co-ordinate BDM’s annual marketing budget and Conflict of Interest register
- Take the Lead to drive marketing campaigns and themes
- Co-ordinate and manage training functions/events and fund manager presentations

Targets and inflows
- Assisting the Business Development Manager in servicing Intermediaries in the process of reaching monthly inflow targets on the Sanlam Single Premium Solution range.
- Manage and track progress of all new business submitted including liaising with the Life team to assist with administration of cases.
- Assisting with Glacier proposals, quotations, and tools
- To ensure intermediaries adhere to all regulatory requirements (e.g. FAIS, FICA)
- Draw and interpret Business Intelligence reports to identify areas of opportunity and improvement

Administrative support
- Attending to office administration (co-ordinating of managers diary, preparing documentation, overall smooth flow of day-to-day tasks)
- Attending to general day-to-day tasks associated with supporting the Business Development Manager when dealing with clients and intermediaries (Intermediaries/ IFA) i.r.o Sanlam Single Premium Solution range;
- Telephone enquiries and written communication
- Assisting clients/intermediaries with processes & business
- Managing the Intermediaries Database
- Work closely with other BDC’s in the team to communicate about panels and distribute tasks accordingly to maximize productivity and know where pressure points are to be addressed.
- Support the Regional BDC Manager

Qualifications and experience
- Relevant financial/ investment qualification
- At least 3 years’ experience in a similar role within the investment / collective investment service industry - preference will be given to experience working with the Sanlam Single Premium Solution range
- Valid Driver’s License and own reliable vehicle
- MS Office suite (intermediate level)
- Knowledge of economic principles, environment and investment products
- Excellent telephone etiquette

Competencies
- Client focus
- Cultivates innovation
- Collaborates
- Being resilient
- Drive results
- Attention to detail
- Conflict Resolution

Qualification and Experience Valid drivers license. Degree or Diploma with 3 to 5 years related experience Knowledge and Skills Financial advice and support Assist with production target achievement Compliance Partnership and network building Personal Attributes Business insight - Contributing independently Communicates effectively - Contributing independently Action orientated - Contributing independently Plans and aligns - Contributing independently 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. Core Competencies Cultivates innovation - Contributing independently Customer focus - Contributing independently Drives results - Contributing independently Collabo

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