South Africa Job Openings
Sanlam
International Business Consultant (JHB)
Johannesburg
FULL TIME
September 12, 2024
- Assisting the Regional Manager in servicing brokers and in the process reaching monthly inflows targets
- Assisting Business Development with administration and product training to Broker Assistants, Broker Consultants, Broker Office Personnel and Brokers
- Travelling to and training of Brokerââ¬â¢s/IFAââ¬â¢s and their assistants regarding the administration side of investment products and IT systems
- Managing the Broker Database
- Performing and providing analysis for Brokers
- General day-to-day tasks associated with supporting the Regional Manager when dealing with clients and Intermediaries (Brokers/IFA)
- Telephone enquiries and written communication
- Assistance to Client/Intermediaries with regards any business queries
- Distribution of Marketing Materials i.e. application forms and brochures
-
Office Administration (co-ordinating of Managersââ¬â¢ diary, preparing documentation, as well as overall smooth flow of day-to-day tasks)
- Grade 12 with 1-2 years’ experience in a similar role within the investment / collective investment service industry – ideally with international exposure
- Relevant tertiary qualification/CFP/RFP 1/2/3 will be advantageous
- Knowledge of economic principles, environment and investment products
- Exposure of the Investments/Sales Environment
- Knowledge of Unit Trusts, Linked Products and Offshore products and investments
- Valid Driver’s License (and own transport)
-
Communication and presentation skills (written & verbal)
- Attention to detail
- Influencing and gaining commitment
- Contributing to Team Success
- Conflict Resolution
- Analytical thinking and Problem Solving
- Client Services Orientation
- Planning and Organising
- Excellent Decision Making Skills
- Excellent Telephone Etiquette
-
Enthusiasm/ Proactive
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity and respect
- Resilience
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