Senior Financial Advisor & Client Strategy Lead

Sanlam; Johannesburg; Vor Ort; ZAR 800.000 - 1.200.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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

Aufgaben

• 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

Kenntnisse

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Compelling Sales Conversa

Intermediaries Process

Maintains the Relationship

General Experience

Ausbildung

Undergraduate Degree / Honours Tertiary Degree

Jobbeschreibung

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.