Sanlam Financial Adviser: Wealth Solutions

In brief

**Overview** This role at Sanlam Group is for a Sanlam Financial Adviser: Wealth Solutions. The purpose is to serve as a senior advisory authority, managing complex intermediary and/or client portfolios, providing thought leadership on advice solutions, influencing distribution strategy at a segment level, and safeguarding long-term client and business outcomes. **What you will do** Key responsibilities for this role (Levels 1-13) include: * **Customer Relationship Management / Account Management**: Developing and implementing a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers, enable effective two-way information flow, and resolve issues. This also involves collecting feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input. * **Information and Business Advice**: 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. * **Financial Advice**: Implementing the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account. * **Pricing and Terms Negotiation**: Leading and delivering structured pricing and terms projects and procedures, and negotiating within approved boundaries. * **Customer Needs Clarification**: Setting clear objectives for each sales call or meeting, tailoring standard materials for presentations to decision-makers and influencers, and asking relevant questions to gather information, evaluate customer interest, and identify and respond to areas requiring further information or explanation. **Requirements (from the original advert)** * **Required Skills**: * Verbal Communication - Advanced * Builds Rapport - Advanced * Closes Effectively - Fully Competent * Initiates Compelling Sales Conversations - Fully Competent * Intermediaries Process - Fully Competent * Maintains the Relationship - Advanced * **General Experience**: Minimum 5 years (experience enables job holder to deal with the majority of situations and to advise others). * **Managerial Experience**: Very limited (0 to 3 months). * **Education**: Undergraduate Degree / Honours Tertiary Degree. * **Required Behavioural Competencies**: * Communicates Effectively * Manages Complexity * Ensures Accountability * Builds Networks * Instils Trust * Customer Focus **Who should apply** The ideal candidate for this senior advisory role is someone with a minimum of 5 years of general experience, capable of managing complex client portfolios and providing thought leadership in financial advice. They should possess advanced verbal communication skills, excel at building and maintaining relationships, effectively close deals, and initiate compelling sales conversations. A strong understanding of intermediary processes is crucial. Candidates must also demonstrate core behavioural competencies such as effective communication, managing complexity, ensuring accountability, building networks, instilling trust, and a strong customer focus. An Undergraduate or Honours Tertiary Degree is required. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/sanlam-financial-adviser-wealth-solutions-sanlam-9 Source: myjobmag

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• At least 5 years of experience.

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