Business Development Technical Support Specialist

What will you do?

Job Purpose

The Business Development Technical Support Specialist will be responsible for the competence and proficiency of the business development teams of Glacier, including the international team and Partner teams, hereafter referred to as the stakeholder business development teams, in relation to international investments. This specialist will be a product and process expert on the Glacier international solutions offering. The role is required to understand and support upskilling in the Glacier international product range and corresponding processes and procedures. The role will take responsibility for industry competency in the context of international investments. Understanding and experience in financial advice, financial planning and investments are vital.   

This role forms part of the Technical Support Team, responsible for the formal competence, industry competency and other holistic technical support requirements. The team supports the Glacier Business Development Team in ensuring the expertise of the support structures of all distribution channels.  

Key Outcomes

This role must deliver on the formal competence and industry competency in relation to international investments as required by the stakeholder business development teams.  

Key responsibilities on international products and investments:

• Training and onboarding new staff with a view to ensuring full competence on product range and processes.
• Design and implementation of training/upskilling content and programmes. 
• Continuous upskilling on product and process changes and enhancements.
• Support financial planning and product engagements and delivery of technically correct content.
• Support and facilitate sales and distribution projects (knowledge / skills enhancements).
• Support product innovations and upskill the stakeholder business development teams therein.
• Provide support (advice and product related) to line managers in client solutions, market advice and channels, business mix and competency practices. 
• Update and develop the stakeholder business development teams on financial planning related topics as it affects offshore exposure, along with the rest of the Technical Support Team. 
• Service and support the stakeholder business development teams and intermediary support structures with technical queries focusing on the solution range, processes and procedures and case problem resolution. 
• Assist the stakeholder business development teams with implementation of all industry related regulation (e.g. FAIS, FICA, COFI, etc.), as it applies to international investments, along with the rest of the Technical Support Team. 
• Undertake financial planning industry research to support the stakeholder business development teams in intermediary education as it relates to international investments.
• Support financial planning and product campaigns by identifying, researching, formulating, designing and co-ordinating market ready content in relation to international investment (marketing support).   

Qualifications and Experience

• Minimum Post Graduate Diploma in Financial Planning is a pre-requisite, if the undergraduate degree is not in financial planning. 
• Undergraduate degree a pre-requisite and preferably in economics, investment management, financial planning etc.
• Experience in the following is required:
  • 5 years’ minimum experience in financial services
  • 3 years’ minimum experience with product solutions and processes of a long-term insurance provider, preferably in relation to offshore exposure and international investments
  • retail investments
  • Ability to design high impact subject matter for presentation 
  • Cultivating subject matter for training and business development innovation 

• The following will be advantageous:
  • Training experience including training material/ workshop development
  • Training material/content updates, changes and reviews
  • Assessment and moderation experience
  • Experience of and knowledge about modern learning techniques 
  • Technical knowledge of the financial planning landscape and all related laws (FAIS, FICA and compliance related legislation, ITA, PFA, Long-term Insurance Act, Insurance Act etc). 
  • Technical knowledge of taxes relating to offshore investments and exchange control regulations.
  • Understanding of distribution in financial services. 

Competencies

• Excellent written and verbal communication and presentation skills 
• Ability to design high impact subject matter for presentation 
• Attention to detail 
• Organised and administratively & operationally adept 
• Problem-solving 
• Research capability
• Collaborates 
• Client and service focused
• Resilience 
• Drives results 
• Leadership skills (impact and influence) 

Attributes

• Positive, can-do attitude with high self-confidence levels 
• Honesty, integrity and respect 
• Ability to work both independently as well as effectively in a team 
• Ability to work under pressure 
• Adaptable and flexible in working methodology 

What will make you successful in this role?

Qualification and Experience

Knowledge and Skills

Personal Attributes

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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

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. 

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