Senior Financial Adviser: Client & Portfolio Strategy

Sanlam; Johannesburg; On-site; ZAR 900,000 - 1,200,000; Full time

Job summary

Sanlam is seeking a senior advisory professional to manage complex intermediary and client portfolios, providing thought leadership on advice solutions and influencing distribution strategy. The role safeguards long-term client and business outcomes within Sanlam Life and Savings in South Africa.

You will lead high-level relationship management, offer policy and financial guidance, and negotiate terms within approved boundaries, drawing on extensive industry experience.

Qualifications

• Advanced verbal communication skills and the ability to convey complex ideas clearly.
• Ability to quickly build trust with decision-makers and influencers within customer organizations.
• Proven track record of closing deals and progressing sales conversations to commitments.
• Skills to initiate structured, value-focused sales conversations with clients.
• Understanding of intermediaries' roles and how they affect client outcomes.
• Experience in maintaining long-term client relationships and cross-functional collaboration.
• Minimum 5 years of general experience in advisory/sales roles.
• Very limited to 3 months managerial experience in early leadership contexts.

Responsibilities

• Customer Relationship Management: develop and execute plans to manage key accounts and influence decision-makers.
• Information and Business Advice: provide specialist guidance on policies, procedures and complex queries.
• Financial Advice: implement strategy for financial guidance considering client demographics.

Skills

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Compelling Sales

Intermediaries Process

Maintains the Relationship

General Experience

Managerial Experience

Education

Undergraduate Degree / Honours

Job description

Sanlam is seeking a senior advisory professional to manage complex intermediary and client portfolios, providing thought leadership on advice solutions and influencing distribution strategy. The role safeguards long-term client and business outcomes within Sanlam Life and Savings in South Africa.

You will lead high-level relationship management, offer policy and financial guidance, and negotiate terms within approved boundaries, drawing on extensive industry experience.