Sanlam Financial Adviser - Vega

In brief

**Overview** This role at Sanlam Group is for a Sanlam Financial Adviser - Vega. The primary purpose is to act as a senior advisory authority. This involves managing complex intermediary and/or client portfolios, offering thought leadership on advice solutions, influencing distribution strategy at a segment level, and ensuring long-term positive outcomes for clients and the business. **What you will do** * Develop and implement relationship management plans for existing customer accounts, including identifying and building relationships with relevant decision-makers and influencers within the customer organization to facilitate information flow and issue resolution. * Collect feedback from identified customers or customer segments, providing themes, summary analyses, and recommendations for changes based on customer input. * Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues, and referring very complex or contentious issues as necessary. * Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account. * Lead and deliver structured pricing and terms projects and procedures, negotiating within approved boundaries. * Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation. **Requirements (from the original advert)** * **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) * **Experience:** * General Experience: Minimum 5 years (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 * **Behavioural Competencies:** * Communicates Effectively * Manages Complexity * Ensures Accountability * Builds Networks * Instils Trust * Customer Focus **Who should apply** This role is suited for experienced professionals with a minimum of 5 years in financial advisory, who possess an undergraduate or honours tertiary degree. The ideal candidate will be a senior advisory authority capable of managing complex client and intermediary portfolios, providing thought leadership, and influencing distribution strategy. They should excel in verbal communication, building rapport, effectively closing sales, initiating compelling conversations, and understanding intermediary processes, while demonstrating strong behavioural competencies in communication, complexity management, accountability, networking, trust-building, and customer focus. Managerial experience of 0 to 3 months is also expected. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/sanlam-financial-adviser-vega-sanlam Source: myjobmag

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• At least 5 years of experience.

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