Sanlam Financial Adviser - Vega

Sanlam; Paarl; Sur place; ZAR 550 000 - 950 000; Plein temps

Résumé du poste

Sanlam Life Ltd in Paarl, Western Cape, invites an experienced professional to join as a senior advisory authority, managing complex intermediary and client portfolios. You will provide thought leadership on advice solutions and influence distribution strategy at a segment level, safeguarding long-term client and business outcomes.

Responsibilities span relationship management, comprehensive financial advice, pricing and terms negotiation, and clarifying customer needs to tailor presentations

Qualifications

• Minimum 5 years of experience.
• Undergraduate Degree / Honours.
• Managerial experience is very limited (0–3 months).

Responsabilités

• Develop and implement a relationship management plan for existing accounts.
• Provide specialist advice on the interpretation and application of policies and procedures.
• Lead pricing and terms projects within approved boundaries.
• Set objectives for each sales call and tailor materials for decision-makers.
• Maintain and nurture relationships across client organisations.

Connaissances

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Sales Conversations

Intermediaries Process

Maintains Relationship

Formation

Undergraduate Degree / Honours Tertiary Degree

Description du poste

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 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 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 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 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 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 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.