Senior Financial Advisor: Client Growth & Strategy

Sanlam Limited; Bloemfontein; In loco; ZAR 900.000 - 1.200.000; Tempo pieno

Descrizione del lavoro

Sanlam Life Ltd is seeking a senior advisory professional in Bloemfontein to manage complex intermediary and client portfolios. You will provide thought leadership on advice solutions and influence distribution strategy at a segment level to safeguard long-term client outcomes.

The role focuses on client relationship management, specialist policy interpretation, and delivering financial advice aligned with client needs and regulatory requirements.

Competenze

• Minimum 5 years of experience in advisory or financial services.
• Senior advisory authority responsible for complex portfolios and thought leadership.
• Undergraduate Degree or Honours in a relevant field.

Mansioni

• CRM / Account Management: develop plans to manage existing client accounts and build relationships.
• Provide specialist advice interpreting policies and procedures and resolve complex queries.
• Implement strategy for providing financial advice within an area of limited complexity.
• Lead pricing and terms projects and negotiate within approved boundaries.
• Clarify customer needs, tailor presentations to decision-makers, and gather insights.

Formazione

Undergraduate Degree / Honours Tertiary Degree

Customer Focus

Communicates Effectively

Manages Complexity

Ensures Accountability

Builds Networks

Instils Trust

Descrizione del lavoro

Sanlam Life Ltd is seeking a senior advisory professional in Bloemfontein to manage complex intermediary and client portfolios. You will provide thought leadership on advice solutions and influence distribution strategy at a segment level to safeguard long-term client outcomes.

The role focuses on client relationship management, specialist policy interpretation, and delivering financial advice aligned with client needs and regulatory requirements.