Senior Financial Advisor & Client Strategy Leader

Sanlam; Middelburg; On-site; ZAR 700,000 - 1,200,000; Full time

Job summary

Sanlam Life and Savings is seeking a Senior Advisory role to manage complex intermediary and client portfolios, providing thought leadership on advice solutions and influencing distribution strategy at a segment level. You will safeguard long-term client and business outcomes while guiding implementation across levels.

The role requires strong relationship management, expert financial advice capabilities, and the ability to navigate pricing and terms negotiations with stakeholders.

Qualifications

• Experience advising on complex intermediary and client portfolios.
• Ability to influence distribution strategy at a segment level.
• Strong understanding of financial advice and client outcomes.

Responsibilities

• Develop and implement a relationship management plan for existing accounts and stakeholders.
• Provide specialist interpretation of policies and procedures and resolve queries.
• Lead pricing and terms projects within approved boundaries.
• Clarify customer needs and tailor materials for decision-makers.
• Deliver high-quality financial advice aligned with client demographics.
• Maintain and grow long-term client relationships through effective communication.

Skills

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Sales Conversations

Intermediaries Process

Maintains the Relationship

Education

Undergraduate Degree / Honours

Job description

Sanlam Life and Savings is seeking a Senior Advisory role to manage complex intermediary and client portfolios, providing thought leadership on advice solutions and influencing distribution strategy at a segment level. You will safeguard long-term client and business outcomes while guiding implementation across levels.

The role requires strong relationship management, expert financial advice capabilities, and the ability to navigate pricing and terms negotiations with stakeholders.