Job Description

Full job descriptionWho 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 To provide support and assistance to the Business Development Manager(s); and to develop and/or increase Glacier Investment Channel market share of retail investment business in the Cape Town IFA market. The successful candidate will be responsible for contributing to the regional, provincial, and national distribution and sales strategy implementation. The position is based in Tyger valley. Traveling in the area of responsibility for this role is required. Key OutcomesThe following outcomes will be expected to be achieved by the Business Development Coordinator: Knowledge and EducationTraining intermediaries’ assistants, intermediaries’ office personnel and intermediaries on Glacier products, processes, procedures, tools, and online systems i.e. the Investment Hub, G-Hub and the WebIdentify training needs to educate and empower the intermediary assistants, intermediaries’ office personnel and intermediaries.Drive Digital engagement with intermediaries’ assistants to improve the digital platforms utilizationBuilding relationships with intermediaries’ assistants, intermediaries office personnel and intermediaries. Marketing and Sales initiativesSupport the BDM in the execution of his functional sales role tasks and activities.Co-ordinate BDM’s annual marketing budget and conflict of interest register.Take the lead to drive marketing campaigns and projects.Co-ordinate and manage training functions/events and fund manager presentations. Targets and inflowsAssisting the Business Development Manager in servicing intermediaries in the process reaching monthly inflow targets across all 3 product lines being LISP, Life and Glacier International.Manage and track progress of all new business submitted including liaising with Life, Glacier International, andGlacier Invest BDC’s to assist with administration of cases.Assisting with Glacier proposals, quotations, ICE and other tools.To ensure intermediaries adhere to all regulatory requirements (e.g. FAIS, FICA, POPIA, TCF, etc).Draw and interpret Business Intelligence reports to identify areas of opportunity and improvement. Administrative supportAttending to office administration (coordinating 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. the following but not limited to:Telephone enquiries and written communication,Assisting clients/intermediaries with processes & business,Distribution of marketing materials (application forms, brochures).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 Operational Manager.