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 The 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 Partner Absa (GPA) Investment Channel strategy. This role will be responsible for servicing Johannesburg and surrounding areas.Key Outcomes The following outcomes will be expected to be achieved by the Business Development Manager: Targets and inflowsService an existing GPA supporting Intermediary client baseSource and introduce new Intermediaries to GlacierSupport and collaborate with all the relevant Broker Corporate Businesses and Independent Intermediary businessesAttract new business and increase retention of existing investment business for the GPA Local, Glacier International, Structured and Guaranteed ProductsEnsure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary PortfolioEnsure intermediaries adherence to all regulatory requirements (e.g. FAIS, FICA. POPIA) Growing the businessDevelop and implement a business plan for the GPA (sales volumes, investment education and training, marketing, and client services – administration, digital usage of GPA system, and growing the support base)Implementing an Intermediary support model to facilitate effective and efficient support between GPA, the Broker, and the various product and service provider
Responsibilities + Skills
Education
Train, educate, and develop the Intermediarys and Intermediarys support staff on all GPA (Local | International | Structured Products | Guaranteed Products)Train and facilitate the use of GPAs digital strategy/tools and EI.Supply accurate investment, product, fund, services and investor informationFacilitate or identify Intermediary needs technical information, technology, reporting and developing a profitable practice
Experience