Financial Adviser - Bloemfontein

In brief

**Overview** This role at Sanlam Group is for a Financial Adviser based in Bloemfontein, serving as a senior advisory authority. The position involves 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** * Develop and implement relationship management plans for existing customer accounts, identifying and building relationships with decision-makers and influencers to ensure effective information flow and issue resolution. * Collect customer feedback to identify needs, provide thematic analyses, and recommend changes based on customer input. * Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues, and referring complex matters as needed. * Implement financial advice strategies within areas of limited complexity, considering distinct client demographics and needs. * Lead and deliver structured pricing and terms projects and procedures, negotiating within approved boundaries. * Set clear objectives for sales calls or meetings, tailor standard materials for presentations, ask relevant questions to gather information, evaluate customer interest, and clarify areas requiring further explanation. **Requirements (from the original advert)** * **Required Skills:** * Verbal Communication - Advanced (Works independently and provides guidance) * Builds Rapport - Advanced (Works independently and provides guidance) * Closes Effectively - Fully Competent (Works without supervision and may provide technical guidance) * Initiates Compelling Sales Conversations - Fully Competent (Works without supervision and may provide technical guidance) * Intermediaries Process - Fully Competent (Works without supervision and may provide technical guidance) * Maintains the Relationship - Advanced (Works independently and provides guidance) * **General Experience:** * Minimum 5 years of experience enabling the job holder to deal with the majority of situations and 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** This role is suitable for an experienced financial professional with a minimum of five years in the field, capable of operating at an advanced level in communication, relationship building, and client portfolio management. The ideal candidate will have an undergraduate or honours degree, demonstrate full competence in sales conversations, closing effectively, and understanding intermediary processes, and possess strong behavioural competencies such as effective communication, accountability, customer focus, and the ability to build trust and networks. They should be prepared to serve as a senior advisory authority and influence strategy. Limited managerial experience is required. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/financial-adviser-bloemfontein-sanlam Source: myjobmag

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• At least 5 years of experience.

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