Company: Sanlam Group
Industry: Banking / Financial Services
Posted: Sep 5, 2025
Deadline: Not specified
Job Type: Full Time
Qualification: Bachelors, National Certificate
Experience: 4 – 6 years
Location: Western Cape
City:
Field: Sales / Marketing / Retail / Business Development
Job PurposeÂ
The Business Development Manager will be responsible for developing and maintaining an Investment Intermediary portfolio and increasing Sanlam Group’s market share of retail investment business from this portfolio, and delivering on the Glacier Strategy.
Key Outcomes
The following outcomes will be expected to be achieved by the Business Development Manager:
Attract new business and increase retention of existing investment business
Source and introduce new Intermediaries to Glacier
Ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
Further develop and grow the regional business from the Independent Financial Intermediary vias Sanlam Connect (sales volumes, investment education and training, marketing and client services – administration)
Implementing an Intermediary support model to facilitate effective and efficient support between the Channel, the Intermediary and the various Sanlam Group product providers
Supply accurate investment, product, fund, services, and investor information
Train and develop the Intermediary’s and Intermediary’s support staff
Support investment projects and campaigns (marketing support)
Participate in investment product implementation (presentations, product development & client service support)
Facilitate or identify Intermediary needs – technology, reporting and developing a profitable practice
Manage the Business Development Coordinator  Â
Co-ordinate and maintain effective SLAs with all relevant stakeholders
Ensure adherence to all regulatory requirements (e.g. FAIS, FICA)
Train and facilitate the use of Glacier’s digital strategy/tools such as the Web and Investment Hub.
Qualifications and Experience
Relevant financial or investments qualification (Financial tertiary qualification)
3 to 5 years’ experience in a financial distribution environment
Supporting and developing of intermediary (IFA) investment 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
Competencies
Resilience and Tenacity (sales environment)
Building and Maintaining RelationshipsÂ
Leadership / Management Skills
Contributing to Team Success
Performance / Target Driven
Client Service Orientation
Effective written and verbal communication and presentation skills in Afrikaans and English
Impact & Influence
Innovative Thinking
Entrepreneurial Skills
Problem-solving
Ability to work under pressureÂ
Ability to effectively and professionally present to large audiences
Ability to train complex concepts
Attributes
Positive, can do attitude with high self confidence levels
Honesty, integrity and respect
Ability to work independently
What will make you successful in this role?
Qualification and Experience
Degree or Diploma with 4 to 6 years related experience.
Knowledge and Skills
Financial advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Business plan development and implementation