Sanlam Financial Adviser Malmesbury

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

Job summary

Sanlam Life Ltd is a leading financial services provider in South Africa, seeking a senior advisory professional to manage complex intermediary and client portfolios. You will influence distribution strategy, provide financial guidance, and safeguard long-term client outcomes while building strong relationships with advisors and clients.

The role emphasizes high-level advisory capabilities, policy interpretation, and structured pricing initiatives within a dynamic distribution environment.

Qualifications

• Verbal communication at an advanced level to convey ideas and guidance.
• Ability to quickly build trust within client buying centers.
• Strong closing skills and pre-planning for commitments.
• Ability to initiate structured sales conversations with clear agendas.
• Understanding the intermediary's role in relation to client and providers.
• Sustaining long-term professional relationships with clients.
• Experience handling diverse advisory portfolios.

Responsibilities

• Customer Relationship Management / Account Management: develop and implement relationship plans across customer accounts and capture feedback for improvements.
• Information and Business Advice: provide specialist guidance on policies and procedures and resolve complex queries.
• Financial Advice: implement strategy for providing advice considering client demographics and needs.
• Pricing and Terms Negotiation: lead pricing/terms projects within approved boundaries.
• Customer Needs Clarification: tailor materials for decision-makers and ask questions to gauge interest.

Skills

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Compelling Sales

Intermediaries Process

Maintains the Relationship

General Experience

Managerial Experience

Education

Undergraduate Degree / Honours Tertiary Degree

Job description

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

- 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

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.