Business Development Technical Support Co-ordinator

**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?**

**Job Purpose**

The Business Development Technical Support Co-ordinator will be responsible for coordination of the responsibilities of the Technical Support Team. This role forms part of the Technical Support Team. This team is responsible for the formal competence, industry competency and other holistic technical support requirements of the business development teams of Glacier, including the international team and Partner teams. The team also supports the Glacier Business Development Team in ensuring the expertise of the support structures of all distribution channels.

**Key Outcomes**

This role needs to deliver on the integration and reconciliation of the activities and projects undertaken by the Technical Support Team that looks after the formal competence, industry competency and holistic technical support requirements of the business development teams.
- Key responsibilities on international products and investments:

- Co-ordinate and organise the training and onboarding of new business development new staff.
- Assist the implementation of training/upskilling content and programmes.
- Plan and assist in the continuous upskilling on product and process changes and enhancements as well as industry competency training and upskilling.
- Help plan, book and report on competence and competency assessments.
- Assist with co-ordinating sales and distribution projects (knowledge / skills enhancements).
- Assist with trend analysis on technical queries responded to by the Technical Support Team and help plan and implement responses thereto.
- Support financial planning and product campaigns by co-ordinating market ready content (marketing support).
- Manage the official PST (product specific training)/COB requirements along with the rest of the Technical Support Team.
- Manage updating of knowledge platforms, including the internal platform/s and Sanlam platforms where the team has accountability duties.
- Manage the Team’s processes for ordering academic content, submitting invoices for payment, professional membership payments etc.
- Manage the Team’s training facilities.

**Qualifications and Experience**
- Undergraduate degree
- 2 years’ minimum experience in financial services
- The following will be advantageous:

- Training material/content updates, changes and reviews
- Assessment and moderation experience
- Experience of and knowledge about modern learning techniques
- Understanding of distribution in financial services.

**Competencies**
- Attention to detail
- Organised and administratively & operationally adept
- Problem-solving
- Collaborates
- Client and service focused
- Resilience
- Drives results
- Leadership skills (impact and influence)

**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

**What will make you successful in this role?**

**Qualification and Experience**
- Degree or diploma with 2 to 3 years related experience or qualified by experience.

**Knowledge and Skills**
- Facilitation/ presentation of training
- Training Assessments and feedback/ reporting
- Training material/content development and updating
- Training Queries, ad-hoc support and projects

**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 five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

**Core Competencies**
- Cultivates innovation - Contributing