Financial Planner - Kimberley

Sanlam Limited; Noord-Kaap; On-site; ZAR 450,000 - 750,000; Full time

Job summary

Sanlam Life Ltd is a leading financial services provider in South Africa. This role serves as a senior advisory authority, managing complex intermediary and client portfolios while delivering thought leadership on advice solutions and influencing distribution strategy.

Responsibilities include relationship management, providing specialist financial guidance, negotiating terms, and clarifying customer needs across sales engagements.

Qualifications

• Experience enables the job holder to deal with the majority of situations and to advise others (Minimum 5 years).
• Managerial Experience is Very limited (0 to 3 months).
• Education requirement is Undergraduate Degree / Honours Tertiary Degree.

Responsibilities

• Customer Relationship Management / Account Management: develop and implement a relationship plan for existing accounts and engage decision-makers.
• Information and Business Advice: provide specialist advice on policies and procedures and resolve queries.
• Financial Advice: implement strategy for financial advice considering client demographics.
• Pricing and Terms Negotiation: lead pricing projects and negotiate within approved boundaries.
• Customer Needs Clarification: set objectives for sales calls and tailor materials for decision-makers.

Skills

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Compelling Sales Conver

Intermediaries Process

Maintains the Relationship

Education

Undergraduate Degree / Honours Tertiary Degree

Job description

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

Purpose of the Role

To serve as a senior advisory authority by managing complex intermediary and/or client portfolios, providing thought leadership on advice solutions, influencing distribution strategy at a segment level, and safeguarding long‑term client and business outcomes.

Overview of Role Responsibilities (Level 1-13)

Customer Relationship Management / Account Management - Level 6 - Adaptation
Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision‑makers and influencers within the customer organization and to enable effective two‑way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

Information and Business Advice - Level 6 - Adaptation
Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.

Financial Advice - Level 6 - Adaptation
Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.

Pricing and Terms Negotiation - Level 6 - Adaptation
Lead and deliver structured pricing and terms projects and procedures. Negotiate within approved boundaries.

Customer Needs Clarification - Level 6 - Adaptation
Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision‑makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Required Skills

Verbal Communication - Advanced
Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.

Builds Rapport - Advanced
Works at an advanced level to quickly and effectively establish trust within the buying centres in the client's organization. Typically works independently and provides guidance.

Closes Effectively - Fully Competent
Works with full competence to pre‑plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance.

Initiates Compelling Sales Conversations - Fully Competent
Works with full competence to propose a mutually agreed‑upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance.

Intermediaries Process - Fully Competent
Works with full competence to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works without supervision and may provide technical guidance.

Maintains the Relationship - Advanced
Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.

General Experience

Experience enables job holder to deal with the majority of situations and to advise others (Minimum 5 years)

Managerial Experience

Very limited (0 to 3 months)

Education

Undergraduate Degree / Honours Tertiary Degree

Communicates Effectively

Manages Complexity

Ensures Accountability

Builds Networks

Instils Trust

Customer Focus

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.