Sanlam Financial Adviser - Elyon

Sanlam Limited; Johannesburg; On-site; ZAR 900,000 - 1,300,000; Full time

Job summary

Sanlam Life and Savings in Johannesburg seeks a senior advisory professional to manage complex intermediary and client portfolios, offering thought leadership on advice solutions and shaping distribution strategy at a segment level.

The role focuses on safeguarding long-term client outcomes, with responsibilities spanning relationship management, policy interpretation, and structured pricing projects. Experience minimum five years and an undergraduate degree are required.

Qualifications

• Verbal communication at an advanced level to convey ideas and policies clearly.
• Ability to quickly build trust within client organisations and buying centres.
• Ability to pre-plan and secure mutually beneficial commitments with clients.
• Ability to initiate sales conversations with clear agendas and value.
• Understanding intermediary roles related to client and product providers.
• Proven skill in sustaining positive professional relationships over time.

Responsibilities

• Customer Relationship Management: develop and implement plans to deepen relationships with decision-makers and influencers; ensure effective information flow and issue resolution.
• Information and Business Advice: provide specialist guidance on policies, resolving complex queries and routing contentious issues to specialists.
• Financial Advice: implement strategy for providing financial advice considering client demographics and needs.
• Pricing and Terms Negotiation: lead pricing and terms projects within approved boundaries.
• Customer Needs Clarification: set meeting objectives, tailor materials, and gather information to assess interest and information gaps.

Skills

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Compelling Sales Conversions

Intermediaries Process

Maintains the Relationship

Education

Undergraduate Degree / Honours Tertiary Degree

Job description

Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market.Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic direction, coordination and support to the four clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives.

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 centers 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 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.