Sanlam Financial Adviser - Next Horizon

Sanlam; Johannesburg; On-site; ZAR 800,000 - 1,200,000; Full time

Job summary

Sanlam Life and Savings seeks a senior advisor to manage complex intermediary and client portfolios, providing thought leadership on advice solutions and guiding distribution strategy at the segment level.

In this role you will safeguard long-term client and business outcomes, lead pricing projects, negotiate within approved boundaries, and ensure effective relationship management across key stakeholders.

Qualifications

• Strong verbal communication delivered clearly to stakeholders at all levels
• Ability to quickly establish trust and build long-term client relationships
• Competence in guiding negotiations and closing mutually beneficial agreements

Responsibilities

• Manage complex intermediary and/or client portfolios and provide thought leadership on advice solutions
• Influence distribution strategy at a segment level to safeguard long-term client and business outcomes
• Provide specialist financial advice, resolve queries, and refer complex issues when needed
• Lead pricing and terms projects, negotiating within approved boundaries
• Set objectives for sales calls, tailor materials for decision-makers, and assess client interest

Skills

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Compelling Sales Conversa

Intermediaries Process

Maintains the Relationship

General Experience

Education

Undergraduate Degree / Honours Tertiary Degree

Job description

Who are we?

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.

Who are we?

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

Required Behavioural Competencies

• 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.