Business Development Support

Somerset West
Salary: Market Related
Job Type: Permanent
Sectors: Insurance Marketing
Reference: SW005401/AM

Apply before Apr 25 2025 | 26 Days left

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Vacancy Details

Employer: Helderberg Personnel cc

An investments and financial services concern with offices in Somerset West, is seeking to employ a candidate to fill the role of Business Development Support. This role provides a critical level of support to the business development activities of the company by supporting the International Business Consultants (IBC) to help them operate more efficiently through either internal liaison with key stakeholders and or liasion with external parties such as IFA's and partner firms

Key Duties and Responsibilities:

Business Development Manager Support:

Constant management of the CRM systems to ensure account and contacts are established loaded correctly loaded, current and accurate
Take responsibility for administering the Terms of Business process for all new IFA relationships and liaise with all relevant parties
Working with Marketing to ensure the allocation of prospects to IBC’s resulting from lead generation initiatives
Supporting IBC’s at events and networking with Independent Contractors and data collection and follow up
Assist IBC’s with general support around information requests around products or technical queries
Assisting with the preparation of presentations and pitches for prospective IFA's

Relationship Management & Servicing:

Assist in establishing and maintaining effective relationships with IFA's via email, phone, and in-person and running and Hospitality Program
Take responsibility for ensuring IFA's are trained or have access to training on administrative, product and AML matter
Assist in delivering the IFA service model through in person and online engagement
Visiting accounts or attending events where needed
Establishing and maintaining effective relationships internally with key decision makers and stakeholders, in particular New Business and Enquiries and acting as a conduct between ICB's and the operation side of the bsuiness

Reporting:

Take responsibility for reporting and analyse of business flows, account activity including new accounts (TOB), trends, target versus actual levels of business, funding levels and activity both at account level but also for internal reporting on business development activities.
Develop and maintain reporting on competitor product and activity to assist management with decision in respect of product, pricing, and market positioning
Provide regular briefing and reporting on all new TOB and progress in respect of developing these accounts into business generating accounts.

The role has several key areas which include supporting on administrative tasks such as the provision of information to IFAs, establishment of meetings, reporting of BDM activities, IFA training, support on case management, CRM data management, and supporting on pitch development. As the holder of this role, you are required to be personable, have good communications skills, organised and be able to manage multiple tasks. You must have the aptitude to grasp and understand technical concepts and administrative processes

Competencies include:

Proficiency in customer relationship management (CRM) software
Strong verbal and written communication skills
Ability to build and maintain relationships
Knowledge of administrative and operational processes
Strong empathetic disposition to deal with challenging circumstances
Strong time management and organizational skills
Ability to work independently and as part of a team
Flexibility and adaptability to change
A desire to learn and grow in the IFA Servicing and technical space
At least 5 years of experience in operational matters in and working directly with IFA's

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About Helderberg Personnel cc

Based in Somerset West, Helderberg Personnel was established in 1998. The company initially started doing placements in the Helderberg Basin and over the years expanded nationally. Our background has proved to be invaluable in providing a high standard of recruitment, screening, evaluation and placement of candidates.

Our Value proposition:
The true value proposition of the Helderberg Personnel brand is our commitment to attending to our clients’ needs, culture and values and to ensure that, through comprehensive interviews with candidates, the overall match is determined to ensure a long term relationship. The identity of the client remains confidential at all times. We understand that our function is to ensure that the candidate must become a strategic partner to a business instead of a mere employee. Helderberg Personnel has achieved a steady growth over the last years and we have evolved into one of the leading agencies in the region. We have made placements cross functional, cross industry and up to senior management level.