Senior Financial Planner & Intermediary Advisor

Sanlam Limited; Noord-Kaap; On-site; ZAR 450,000 - 750,000; Full time

Job summary

Sanlam Life Ltd is a leading financial services provider in South Africa. This role serves as a senior advisory authority, managing complex intermediary and client portfolios while delivering thought leadership on advice solutions and influencing distribution strategy.

Responsibilities include relationship management, providing specialist financial guidance, negotiating terms, and clarifying customer needs across sales engagements.

Qualifications

• Experience enables the job holder to deal with the majority of situations and to advise others (Minimum 5 years).
• Managerial Experience is Very limited (0 to 3 months).
• Education requirement is Undergraduate Degree / Honours Tertiary Degree.

Responsibilities

• Customer Relationship Management / Account Management: develop and implement a relationship plan for existing accounts and engage decision-makers.
• Information and Business Advice: provide specialist advice on policies and procedures and resolve queries.
• Financial Advice: implement strategy for financial advice considering client demographics.
• Pricing and Terms Negotiation: lead pricing projects and negotiate within approved boundaries.
• Customer Needs Clarification: set objectives for sales calls and tailor materials for decision-makers.

Skills

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Compelling Sales Conver

Intermediaries Process

Maintains the Relationship

Education

Undergraduate Degree / Honours Tertiary Degree

Job description

Sanlam Life Ltd is a leading financial services provider in South Africa. This role serves as a senior advisory authority, managing complex intermediary and client portfolios while delivering thought leadership on advice solutions and influencing distribution strategy.

Responsibilities include relationship management, providing specialist financial guidance, negotiating terms, and clarifying customer needs across sales engagements.