Senior Financial Adviser & Relationship Strategist

Sanlam; Malmesbury; In loco; ZAR 600.000 - 900.000; Tempo pieno

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Compelling Sales

Intermediaries Process

Maintains the Relationship

General Experience

Managerial Experience

Formazione

Undergraduate Degree / Honours Tertiary Degree

Descrizione del lavoro

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.