Senior Financial Advisor - Strategic Client Relationships

Sanlam; Paarl; On-site; ZAR 550,000 - 950,000; Full time

Job summary

Sanlam Life Ltd in Paarl, Western Cape, invites an experienced professional to join as a senior advisory authority, managing complex intermediary and client portfolios. You will provide thought leadership on advice solutions and influence distribution strategy at a segment level, safeguarding long-term client and business outcomes.

Responsibilities span relationship management, comprehensive financial advice, pricing and terms negotiation, and clarifying customer needs to tailor presentations

Qualifications

• Minimum 5 years of experience.
• Undergraduate Degree / Honours.
• Managerial experience is very limited (0–3 months).

Responsibilities

• Develop and implement a relationship management plan for existing accounts.
• Provide specialist advice on the interpretation and application of policies and procedures.
• Lead pricing and terms projects within approved boundaries.
• Set objectives for each sales call and tailor materials for decision-makers.
• Maintain and nurture relationships across client organisations.

Skills

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Sales Conversations

Intermediaries Process

Maintains Relationship

Education

Undergraduate Degree / Honours Tertiary Degree

Job description

Sanlam Life Ltd in Paarl, Western Cape, invites an experienced professional to join as a senior advisory authority, managing complex intermediary and client portfolios. You will provide thought leadership on advice solutions and influence distribution strategy at a segment level, safeguarding long-term client and business outcomes.

Responsibilities span relationship management, comprehensive financial advice, pricing and terms negotiation, and clarifying customer needs to tailor presentations