Junior Business Development Manager
Outsurance
Durban, KwaZulu-Natal, ZA
6d ago
source : Latest Jobs

What will make you successful in this role? Key outcomes The following outcomes will be expected to be achieved by the Junior Business Development Manager :

  • To attract new business and increase retention of existing investment business
  • To service and support Independent Financial Advisors (brokers), IFA groups (corporates), the Administration support staff of these businesses and the Sanlam Broker Services support structures to these intermediaries
  • To ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
  • To develop and implement a regional business plan for the Intermediary portfolio (sales volumes, investment education and training, marketing and client services administration)
  • To supply accurate investment, product, fund, service’s and investor information
  • To train and develop the Intermediary’s, Intermediary’s support staff and Sanlam Distribution Support Structures
  • To support investment projects and campaigns (marketing support)
  • To participate in investment product implementation (presentations, product development & client service support)
  • To facilitate or identify Intermediary needs technology, reporting and developing a profitable practice
  • To co-ordinate and maintain effective SLA’s with all relevant stakeholders
  • To ensure adherence to all regulatory requirements (e.g. FAIS, FICA)
  • Assisting the Snr Business Development Manager in servicing Intermediaries in the process reaching monthly inflow targets
  • Co-ordinate and manage training functions / events and fund manager presentations
  • Training Intermediaries / IFA’s and their assistants regarding the administration side of investment products & IT systems
  • Managing the Intermediaries Database
  • Assisting with Glacier proposals, quotations, ICE, and related tools
  • Attending to general day-to-day tasks associated with supporting the Sales Manager when dealing with clients and intermediaries (Intermediaries) i.
  • r.o - Telephone enquiries and written communication - Assisting clients / intermediaries with processes & business - Distribution of marketing materials (application forms, brochures)

  • Attending to office administration (co-ordinating of sales / marketing interventions , preparing documentation, overall smooth flow of day-to-day tasks)
  • Building and maintaining relationships with all stakeholders
  • Traveling across the entire region is an essential part of this functional role Qualifications and experience
  • Relevant financial / investment qualification (Financial tertiary qualification and CFP)
  • Supporting and developing of intermediary (IFA) practices
  • Proven Sales related success and track record
  • Technical knowledge about retail investments, retail investment industry and trends
  • Valid drivers’ license and own reliable vehicle Qualification and Experience Degree or Diploma with 4 to 6 years related experience.
  • Knowledge and Skills New business development concepts Influence the execution of BAU Change Management Business Planning Assist with strategic business development plan Personal Attributes Plans and aligns - Contributing through others Decision quality - Contributing through others Business insight - Contributing through others Interpersonal savvy - Contributing through others

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