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 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 OutcomesThe following outcomes will be expected to be achieved by the Offshore Specialist - GI:New business and increased retention of existing investment businessProfitable annual sales volumes and monthly targets, by directly and actively growing and managing an intermediary portfolioImplementing 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 informationTraining and developing the intermediary and office staffSupporting 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 stakeholdersEnsure adherence to all regulatory requirements (e.g. FAIS, FICA)