Sanlam Job Opportunities – Business Coordinator

Website Sanlam

Job Description:

To provide support and assistance to the Business Development Manager; to develop and/or increase Glacier market share of retail investment business in the Western Cape IFA and SFA markets, whilst collaborating with the relevant SanlamConnect distribution channels. Will be responsible for contribution to the regional, provincial, and national distribution and sales strategy.

Job Responsibilities:

  • Manage and track progress of all new business submitted including liasing with Life and Glacier International BDC’s to assist with administration of cases.
  • Assisting 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.
  • Building relationships with Intermediaries Assistants, Intermediaries Broker Consultants, Intermediaries Office Personnel and Intermediaries.
  • Managing the Intermediaries Database
  • Identify training needs to educate and empower the Intermediary Assistants
  • Co-ordinate BDM’s annual marketing budget and Conflict of Interest register
  • Assisting with Glacier proposals, quotations, ICE and tools
  • Drive Digital engagement with Intermediaries Assistants
  • Co-ordinate and manage training functions/events and fund manager presentations
  • 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.
  • 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
  • Assisting clients/intermediaries with processes & business
  • Take the Lead to drive marketing campaigns and themes
  • Support the Regional BDC Manager
  • Travelling to and training Intermediaries Assistants, Intermediaries Broker Consultants, Intermediaries Office Personnel and Intermediaries on Glacier products, the Investment Hub and web
  • Telephone enquiries and written communication
  • Attending to office administration (co-ordinating of managers diary, preparing documentation, overall smooth flow of day-to-day tasks)
  • To ensure intermediaries adhere to all regulatory requirements (e.g. FAIS, FICA)
  • Draw and interpret Business Intelligence reports to identify areas of opportunity and improvement
  • Distribution of marketing materials (application forms, brochures)

Job Requirements:

  • Technical advice and support
  • Communicates effectively – Contributing independently
  • Knowledge of economic principles, environment and investment products
  • Partnership and network building
  • Drives results – Contributing independently
  • Valid Driver’s License and own reliable vehicle
  • MS Office suite (intermediate level)
  • Business insight – Contributing independently
  • Collaborates – Contributing independently
  • Excellent telephone etiquette

Qualification & Experience:

  • Degree with 3 years experience.
  • At least 3 years’ experience in a similar role within the investment / collective investment service industry
  • Relevant financial/ investment qualification

Job Details:

Company: Sanlam

Vacancy Type: Full Time

Job Location: Cape Town, Western Cape, South Africa

Application Deadline: N/A

Apply Here