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.

KNOWLEDGE AND EDUCATION

• Train and develop the Intermediary’s and Intermediary’s support staff
• Train and facilitate the use of Glacier’s digital strategy/tools such as the Web and Investment Hub
• Supply accurate investment, product, fund, services and investor information
• Facilitate or identify Intermediary needs – technology, reporting and developing a profitable practice

QUALIFICATIONS AND EXPERIENCE

• Relevant financial / investment qualification (Financial tertiary qualification is recommended)CFP is advantageous
• At least 5 years’ experience in a financial distribution environment (Linked Service Provider and/or Investment Management Company is recommended) in a similar role
• Supporting and developing of intermediary (Sanlam Advisers and IFA) practices
• Proven Sales related success and track record
• Technical knowledge about retail investments, retail investment industry
• Valid drivers’ license and own reliable vehicle

Competencies

• Client focus
• Cultivates Innovation
• Being resilient
• Drive Results
• Leadership Skills
• Effective written and verbal communication and presentation skills
• Entrepreneurial skills
• Ability to work under high pressure
• Lateral thinking and problem-solving capabilities
• Educating people capabilities
• Fluent In Afrikaans and English
• High attention to detail
• Ability to solve problems independently

QUALIFICATION AND EXPERIENCE

Degree or Diploma with 4 to 5 years related experience.

KNOWLEDGE AND SKILLS

Financial advice and support
Assist with production target achievement
Compliance
Partnership and network building

JOB PURPOSE

The Junior Business Development Manager will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Intermediary portfolio, and developing and/or increasing Sanlam Group’s market share of retail investment business from this portfolio, whilst delivering on the Glacier Distribution and Sales Strategy.