Business Communication Consultant

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Date: 13-Jan-2022

Location: Tygervalley, Western Cape, South Africa

Company: Sanlam Group

Who 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?

Under general supervision responsible for a combination of sales and customer service, both pro-active and re-active. Duties include cross-selling to clients as well as nurturing the client relationship. A knowledge/background of credit, finance would be advantageous in the job. Good interpersonal skills are essential for the success of this position.

What will make you successful in this role?

Job purpose 

To plan, design and manage the distribution of quality client-facing documentation in line with company strategy and regulatory requirements, including the bulk distribution of electronic communication.   

Key outcomes

The following outcomes will be expected to be achieved by the Business Communication Consultant:

•    Plan, compile & manage communication for bulk distribution to clients & intermediaries
•    Gather, analyse, investigate and interpret all information received by various stakeholders before communication is drafted
•    Interpret integrity of high volumes of client & intermediary data
•    Interpret and implement changes in the wording of documents as is required by the plain language standards of the CPA and TCF 
•    Utilise behavioural economics principles to enhance client experience
•    Assist with the development and design of client newsletters and member guides 
•    Proofread, translate and edit documents as required by the business  
•    Research best practise principles to apply in communication and document design
•    User acceptance testing (UAT) 
•    Day-to-day management of Glacier’s electronic communication to clients and intermediaries 

Qualifications and experience

•    A degree in communication or document design
•    At least 2/3 years’ experience in an investment environment where written communication and/or document design was required
•    Advanced Excel & MS Word skills 
•    The following will be to your advantage:
•    Experience with tools such as Everlytic and D365 Sales 
•    Web-based and social media qualifications  
•    Creative writing skills 

Competencies

•    Client focus 
•    Cultivates innovation 
•    Collaborates 
•    Being resilient 
•    Drive results 
•    Exceptional communication skills, written and verbal, in English and Afrikaans, with a good understanding of the principles of plain language 
•    Analytical skills and the ability to function independently
•    Knowledge of investment products - economic principles & environment
•    Exceptional organisational skills - high volumes & tight deadlines 

Attributes

•    Positive, enthusiastic attitude 
•    Honesty, integrity and respect
•    Ability to co-operate and thrive both within an independent and team environment
 

Qualification and Experience

Degree with 3 years experience.

Knowledge and Skills

Technical advice and support
Assist with production target achievement
Compliance
Partnership and network building

Personal Attributes

Business insight - Contributing independently
Communicates effectively - Contributing independently
Action orientated - Contributing independently
Plans and aligns - Contributing independently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.