Job Description

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?

Job Purpose

The Offshore Specialist GI will be responsible in supporting the Glacier International distribution strategy in maintaining, growing and training across a portfolio of international investment intermediaries and distribution partners, increasing the Sanlam Group’s market share of international business via the various distribution structures that Glacier International utilises.

Key Outcomes

The following outcomes will be expected to be achieved by the Offshore Specialist:

• Seize the opportunity to drive dynamic new business targets whilst maintain existing relationships and ensure retention of an existing portfolio of clients.
• Implementing a forward-thinking intermediary support model that streamlines collaboration between GI, intermediaries and Sanlam Group & Glacier distribution partners, that includes:
  
  • Timely, insightful, and precise information on offshore investing, products, funds, and services, becoming the go-to source for trusted expertise and innovative solutions.
  • Ignite growth through knowledge and training. Empowering intermediaries’ practices to flourish as offshore investment specialists.
  • Drive the offshore investment discussion through specific projects and marketing campaigns
  • Engage with internal stakeholders, presenting solutions, contributing to product development, operations and client service improvement and efficiencies.
  • Identifying broker needs and sharing, communicating and developing tools and structures to enhance the GI proposition.
  • Take the initiative to co-ordinate and nurture strong, effective service level agreements with all your distribution stakeholders
  • Lead by example, engage our partners, encourage excellence and support the greater team

Qualifications and Experience

• Relevant financial/ investment qualification (Financial tertiary qualification)
• At least 5 years of experience in the financial services industry, experience in distribution is an advantage. Exposure to specialising in investments and CFP will also be an added advantage.
• Having established relationships in the region will be an advantage
• Demonstrating previous roles of support and development of intermediary practices
• Fully bilingual (English and Afrikaans)
• Technical knowledge about retail investment products. International products will be an advantage
• A valid Driver’s License and own reliable vehicle
• Must be willing to travel

Competencies

• Resilience and Tenacity and an understanding of a competitive sales environment
• Ability in building and maintaining strong relationships across various business forms
• Working as part of a team to achieve regional objectives.
• Ability to make an impact & Influence outcomes and decisions
• Using your initiative in being Action Orientated and Performance driven
• A focus on client service and positive outcomes and experiences
• Strong written and verbal communication skills, along with critical thinking that incorporates problem solving and innovation, and strong presentation skills.
• Show management skills that involve leadership planning and organising
• The ability to work under pressure in a highly competitive and fast paced environment.

Attributes

• A positive and enthusiastic attitude towards both internal and external parties
• Aspirational values of being performance driven, having a “can do” attitude and achieving through teamwork.
• A core foundation based on honesty, integrity and respect
• The ability to work independently and take initiative

What will make you successful in this role?

Qualification and Experience

Degree or Diploma with 6 to 8 years related experience.

Knowledge and Skills

Financial advice and supportAssist with production target achievementCompliancePartnership and network building

Personal Attributes

Business insight - Contributing independentlyCommunicates effectively - Contributing independentlyAction orientated - Contributing independentlyPlans 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 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

Cultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing 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.