Offshore Specialist

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 Offshore Specialist (Glacier International) will be responsible in supporting the Glacier International distribution structures in maintaining and growing an international investment intermediary portfolio and increasing the Sanlam Group's market share of international business. 

Key Outcomes

The following outcomes will be expected to be achieved by the Offshore Specialist - GI:

• New business and increased retention of existing investment business
• Profitable annual sales volumes and monthly targets, by directly and actively growing and managing an intermediary portfolio
• Implementing a business plan for the region (sales volumes, investment education and training, marketing and client services – administration)
• Implementing an intermediary support model to facilitate effective and efficient support between GI, the intermediary and the various Sanlam Group product providers by:
  • Supplying accurate investment, product, fund, service and investor information
  • Training and developing the intermediary and office staff
  • Supporting investment projects and campaigns (marketing support)
  • Participating in investment product implementation (presentations, product development & client service support)
  • Practice Management (facilitate or identify broker needs – technology, reporting and developing a profitable practice)
  • Co-ordinate and maintain effective SLA's with all relevant stakeholders
  • Ensure adherence to all regulatory requirements (e.g. FAIS, FICA) 

Qualifications and Experience

• 5 plus years' experience in a financial distribution in investments environment
• Relevant financial/ investment qualification (Financial tertiary qualification)
• Established relationships in the region is an advantage
• Support and developing of intermediary (IFA) practices
• Fully bilingual (English and Afrikaans)
• Technical knowledge about international investments, investment industry and trends
• Valid Driver's License and own reliable vehicle
• Must be willing to travel 

Competencies

• Resilience and Tenacity (sales environment)
• Building and maintaining relationships
• Working as part of a team to achieve regional objectives.
• Impact & Influence
• Action Orientation/ Performance driven
• Initiative
• Client Orientation
• Communication (verbal & written)
• Innovative thinking and problem-solving
• Management (planning, leading, organising & controlling)
• Presentation skills
• Pressure/Stress Tolerance

Attributes

• Positive, enthusiastic attitude 
• Aspirational values of being performance driven, having a "can do" attitude and achieving through teamwork.
• Honesty, integrity and respect
• Resilience 

What will make you successful in this role? Qualification and Experience Degree or Diploma with 6 to 8 years related experience. Knowledge and Skills Financial advice and support Production target achievement and budgeting Compliance and risk management Client relationship management Business plan development and implementation Personal Attributes Business insight - Contributing through others Interpersonal savvy - Contributing through others Decision quality - Contributing through others Plans and aligns - Contributing through others 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 through others Customer focus - Contributing through others Drives results - Contributing through others Collaborates - Contributing through others Being resilient - Contributing through others Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

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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