- This is a specialist role, responsible for delivery of training (presenting sales, legal technical, skills and product related programmes and short courses) to Sanlam intermediaries (Brokers and Advisers) and sales and support staff of Sanlam Connect.
The position will ideally be based at the regional office in Pretoria, Lynnwood
What will make you successful in this role?
Facilitation of training and development programmes
- Facilitate the relevant approved SAQA qualification including Certificate in Wealth Management NQF 5.
- Facilitate training in the on-line practice management and client financial needs analysis tools
- Facilitate various in-house training workshops including selling skills in a professional and effective manner
- Facilitate training that shifts experience from pure knowledge to practical application
- Undertake ad-hoc presentations at conferences and seminars as requested by management and clients
Pre-course training administration
- Support training assistants for the delivery of training, scheduling, materials, logistical arrangements etc.
- Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course
Training assessment and feedback/report writing
- Aligned to service level agreements in place:
- Administer and score learner assessments in the workshops to determine proficiency levels of delegates
- Complete a feedback report on each delegate after the workshop and share with the relevant line manager
Training material/content development
- Work closely with the training developers to undertake the research and development of training material
- Structure and write training material according to adult learning principles and in competency-based formats
Training queries and projects
- Respond to regional queries from the business relating to training
- Serve as part of project teams, as required
Specific role requirements
- Must be willing to travel
- Must have a valid Code 08 driver's license
- Must have own reliable transport
Qualification and Experience
- Relevant Degree in Commerce/Finance/Law
- Post Graduate Diploma in Financial Planning qualification
- Experience as a trainer/facilitator
- CFP designation advantageous
- Completed Regulatory Exams advantageous
- Registered INSETA assessor
- Registered INSETA moderator advantageous
- Previous experience in providing financial advice to clients or in managing Financial Advisors
- Ability to managing stakeholder relationships
- Interest and exposure to developing training solutions
- Knowledge and experience in the laws governing the Life Assurance industry
- Experience in practice management and client financial needs analysis tools
- Results Driven
- Decision Making
- Flexibility and Adaptability
- Customer Focus
- Innovation
Technical Professional Skills
- Presentation skills
- Interpersonal Savvy
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently