Sanlam Financial Adviser Cape Town

Sanlam; Cape Town; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Sanlam Life Ltd in South Africa seeks a senior advisory authority to manage complex intermediary and client portfolios, offering thought leadership on advice solutions and influencing distribution strategy at a segment level.

Role focuses on relationship management, financial guidance, and negotiating pricing and terms to safeguard long-term client outcomes and business results.

Qualifications

• Experience enables the job holder to handle most situations and advise others (minimum 5 years).
• Undergraduate degree or honours required.
• Very limited managerial experience (0–3 months).

Responsibilities

• Customer Relationship Management / Account Management: develop and implement relationship plans.
• Information and Business Advice: provide specialist advice on policies and procedures.
• Financial Advice: implement strategy for providing financial guidance within limited complexity.
• Pricing and Terms Negotiation: lead pricing and terms projects within approved boundaries.
• Customer Needs Clarification: set objectives for sales calls and tailor presentations.

Skills

Verbal communication

Builds rapport

Closes effectively

Initiates compelling sales

Intermediaries process

Maintains the relationship

Education

Undergraduate degree / Honours

Job description

Who are we?

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

Who are we?

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

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

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

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

Lead and deliver structured pricing and terms projects and procedures. Negotiate within approved boundaries.

Customer Needs Clarification

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
• Builds Rapport - Advanced
• Closes Effectively - Fully Competent
• Initiates Compelling Sales Conversations - Fully Competent
• Intermediaries Process - Fully Competent
• Maintains the Relationship - Advanced

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

Required Behavioural Competencies

• 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.