Sanlam Financial Adviser - LPI

In brief

**Overview** This role at Sanlam Group is for a Sanlam Financial Adviser - LPI. The position serves as a senior advisory authority, responsible for managing complex intermediary and/or client portfolios. The adviser will provide thought leadership on advice solutions, influence distribution strategy at a segment level, and work to safeguard long-term client and business outcomes for Sanlam. **What you will do** Key responsibilities include: * Developing and implementing relationship management plans for existing customer accounts to identify and build relationships with decision-makers, facilitate two-way information flow, and resolve issues. This involves collecting customer feedback to ensure needs are met, providing themes, summary analyses, and recommendations for changes based on customer input. * Providing specialist advice on the interpretation and application of policies and procedures, resolving queries and issues, and referring very complex or contentious issues to others. * Implementing the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account. * Leading and delivering structured pricing and terms projects and procedures, including negotiation within approved boundaries. * Setting clear objectives for each sales call or meeting, tailoring standard materials for presentations to decision-makers and influencers, asking relevant questions to gather information, evaluating the customer's level of interest, and identifying and responding to areas requiring further information or explanation. **Requirements (from the original advert)** * **Education:** Undergraduate Degree / Honours Tertiary Degree * **General Experience:** Minimum 5 years * **Managerial Experience:** Very limited (0 to 3 months) * **Required Skills:** * Verbal Communication - Advanced level * Builds Rapport - Advanced level * Closes Effectively - Fully Competent level * Initiates Compelling Sales Conversations - Fully Competent level * Intermediaries Process - Fully Competent level * Maintains the Relationship - Advanced level * **Required Behavioural Competencies:** * Communicates Effectively * Manages Complexity * Ensures Accountability * Builds Networks * Instils Trust * Customer Focus **Who should apply** This role is suitable for a professional with an Undergraduate or Honours Tertiary Degree and a minimum of 5 years of general experience, complemented by very limited (0-3 months) managerial experience. The ideal candidate will be a senior advisory authority capable of managing complex intermediary and/or client portfolios, providing thought leadership on advice solutions, and influencing distribution strategy. They should possess advanced verbal communication, rapport-building, and relationship maintenance skills, alongside full competence in closing effectively, initiating compelling sales conversations, and understanding intermediary processes. Strong behavioural competencies in communication, complexity management, accountability, networking, trust-building, and customer focus are also required. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/sanlam-financial-adviser-lpi-sanlam Source: myjobmag

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At a glance

• At least 5 years of experience.

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