Business Development Consultant : Sanlam Personal Portfolios

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Date: 08-Jan-2021

Location: Windhoek, Khomas, Namibia

Company: Sanlam Group

Who are we?

Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.


What will you do?

The candidate will be responsible for administration and sales support to the Manager: Non-Life Products and the distribution channels. 

What will make you successful in this role?

    Servicing Distribution Managers and a spesific focus area of Intermediaries that will be allocated by the Manager: Non-Life Products -  to enable SP² Business to reach monthly inflow, AUM, Wrap Funds/ implemented consulting inflows & Profit targets – this includes :

  • Building relationships (Administrator, Distribution Managers and Intermediaries)
  • Formal Distribution Managers’, Intermediary & client presentations.
  • Supporting Intermediares with client proposals, investment proposals & client meetings
  • Monitoring and Managing of sales figures and monthly stats - feedback to Manager:Non-Life and Distribution Managers     

    Increase Wrap funds / Implemented consulting allocation on SP² Lisp
    Assisting Sanlam Legal & Compliance Consutant with Product compliance related information
    Product, tools and administation training to Intermediaries, Intermediary Assistants & Distibution Managers – this includes traveling to all parts of Namibia where there is a training need
    Arranging of all SP² related functions / events 
    Monitoring and Managing of all SP² incentive programs 
    Handling of day-to-day administrative queries  that will enable the SP² business to run smoothy

Additional requirments:

  • 2 to 3 years experience in the LISP environment – should have worked directly with Intermediaries and Distribution Managers
  • Good experience in organising and arranging of events
  • Good Knowledge of economic principles, environment and investment products

Qualification and Experience

Grade 12 with 5 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

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 business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
Collaborates - Contributing through others
Being resilient - Contributing through others

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 commited 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 the key components to ensure 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.