25 May 2017

Glacier by Sanlam Jobs in South Africa : Business Development Co ordinator

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Glacier by Sanlam focuses on the creation and preservation of wealth, offering a comprehensive collection of financial services aimed at a market who has a distinct need for a variety of niche solutions and select products. Glacier brings together leading industry experts and respected financial services companies on its platform, to meet these client needs and prides itself on being a chosen partner of acclaimed financial intermediaries. The Glacier offering includes local and international investments, pre- and post-retirement solutions, stockbroking and short-term insurance. Glacier is a wholly-owned subsidiary of Sanlam, a successful JSE-listed financial services company.

 

Job description

Job purpose

To be responsible for giving support to the Regional Manager.

Key outcomes

  • The following outcomes will be expected to be achieved by the Business Development Co-ordinator:
  • Assisting the Regional Manager in servicing brokers and in the process reaching monthly inflows targets
  • Assisting Business Development with product training to Broker Assistants, Broker Consultants, Broker Office Personnel and Brokers
  • Travelling to and training of Broker’s/IFA’s and their assistants regarding the administration side of investment products and IT systems
  • Managing the Broker Database
  • Performing Toolbox analysis for Brokers
  • General day-to-day tasks associated with supporting the Regional Manager when dealing with clients and Intermediaries (Brokers/IFA)
  • Telephone enquiries and written communication
  • Assistance to Client/Intermediaries with regards any business queries
  • Distribution of Marketing Materials i.e. application forms and brochures
  • Office Administration (co-ordinating of Managers’ diary, preparing documentation, as well as overall smooth flow of day-to-day tasks)

Qualifications and experience

  • Grade 12 with 1-2 years’ experience in a similar role within the investment / collective investment service industry
  • Preference will be given to candidates with a tertiary qualification/CFP/RFP 1/2/3
  • Knowledge of economic principles, environment and investment products
  • Exposure of the Investments/Sales Environment
  • Knowledge of Unit Trust and Linked Products
  • Valid Driver’s License
  • Communication and presentation skills (written & verbal)

Competencies

  • Building and Maintaining Relationships
  • Attention to detail
  • Influencing and gaining commitment
  • Contributing to Team Success
  • Conflict Resolution
  • Analytical thinking and Problem Solving
  • Client Services Orientation
  • Planning and Organising
  • Excellent Decision Making Skills
  • Excellent Telephone Etiquette
  • Enthusiasm/Proactive

Attributes

  • Positive, enthusiastic attitude
  • Teamwork
  • Ability to thrive under pressure
  • Honesty, integrity and respect
  • Resilience

How to Apply

To apply
  • External applicants can click on the link to apply and submit a detailed CV by the 2 June 2017 online.
  • Internal employees can apply and submit a detailed CV on the Employment Opportunities link on SAP by the 2 June 2017.
Should you not hear from us within 30 days after closing date, please assume that your application has been unsuccessful. Glacier is committed to excellence and striving towards Employment Equity. Interested and qualified? Go to Glacier by Sanlam career website on www.linkedin.com to apply





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