Business Development Support Specialist: Financial

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?
The Business Development Support Specialist will be responsible for supporting growth strategies into new market segments focusing on financial planning content, marketing projects and administrative expertise. An understanding and experience in financial advice, financial planning and investments are vital. What will make you successful in this role?
The following outcomes will be expected to be achieved by the Business Development Support Specialist:
Engagement and projects
- Support and facilitate sales and distribution projects (knowledge / skills enhancements);
- Design and support product innovations and campaigns for new market growth strategies (marketing support).

Manager support
- Provide support (advice and product related) to the line manager in client solutions, market advice and channels, business mix and competency practices.

Distribution team support
- Update and develop the Glacier distribution team on financial planning related topics linked to new market growth strategies;
- Service and support the Glacier distribution team and intermediary support structures with technical queries focusing on our solution range as focused on new market growth strategies;
- Assist Distribution team with implementation of all industry related regulation (in particular as relevant to the new market growth strategies) and
- Undertake financial planning industry research, linked to new market growth strategies, to support Glacier Business Development in intermediary education.

Qualifications and experience
- Degree in law and/or financial planning
- Post Graduate Diploma in Financial Planning is a pre-requisite, if the undergraduate degree is not in financial planning
- 3 years’ minimum experience in financial services
- Technical knowledge about retail investments, retail investment industry and trends in the public sector and corresponding retirement funds
- Technical knowledge about the financial planning landscape and all related laws (FAIS, FICA and Compliance related legislation, ITA, PFA, Long-term Insurance Act, Insurance Act, GEP Law etc)
- Understanding of distribution in financial services is advantageous

Competencies
- Client and education focus
- Collaborates
- Resilience
- Drives results
- Attention to detail
- Organised and administratively & operationally adept
- Leadership skills (impact and influence)
- Problem-solving
- Entrepreneurial skills
- Research capability
- Excellent written and verbal communication and presentation skills

Attributes
- Positive, can-do attitude with high self-confidence levels
- Honesty, integrity and respect
- Ability to work both independently as well as effectively in a team
- Ability to work under pressure
- Adaptable and flexible in working methodology

Qualification and Experience Degree with 3 years experience. Knowledge and Skills Training material/ workshop development Pilot training and ongoing training/presentation Assess and moderate qualifications Training material/content updates, changes and reviews Personal Attributes Plans and aligns - Contributing independently Communicates effectively - Contributing independently Decision quality - Contributing independently Interpersonal savvy - 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 Collaborates - Contributing independently Being resilient - Contributing independently Turnaround time

**Closing Date**: 22 February 2023 Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment

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