Digital Training and Development Specialist at Momentum

Role Purpose

Manage and implement Momentum Life Digital’s learning and development through enhancing and improve Financial Planner’s performance capabilities and quality aligned business standard and client expectations.

Requirements

Experience and Qualifications

• Matric or equivalent (essential)
• Relevant training Qualification (essential)
• 3 - 5 years’ experience in a sales environment with legislative requirements (essential)
• Minimum 2 years of experience as a Training Specialist or similar role (essential)
• Minimum 2 years of experience with designing training programs and workshops (essential)
• Experience in evaluating required accreditation and CPD requirements for planners (advantageous)
• Relevant product training (advantageous)
• Experience in digitization of learning management software (advantageous)

Duties & Responsibilities

CORE FOCUS AREAS

• Manage and co-ordinate the all the training needs of new and existing employees.
• Develop, create and implement training and development framework for Financial Planners (Product, System and Processes).
• In collaboration with management craft development and coaching/training plans and frameworks aligned to identified development needs of the financial planners.
• Develop training modules for the financial planners and train them on it.
• Assist the Team Leader by analysing information and statistics on the financial planner’s client engagement and performance to identify areas of performance improvement and to align quality standards.
• Identify areas of opportunity to improve training programme and make recommendations to address identified gaps.
• Evaluate financial planner’s competencies through effectively measuring the improvement thereof.
• Utilise relevant tools and techniques to assess the competencies of
• Ensure regular collaboration with various internal stakeholder such as quality assurance, client insights and management on areas of improvement and advise on training or coaching interventions.
• Craft coaching/training interventions to address development needs and enhance performance.
• Manage and track all training interventions are monitored and documented.
• Track and monitor the relevant compliance and accreditation of Financial Planners are completed, stored and accessible.
• Monitor the success of coaching interventions and provide feedback to relevant stakeholders.
• Take ownership of the quality score together with sales manager through call listening, assessing role plays and reviewing behaviours linked to quality.
• Investigate agent queries within the agreed service level and ensure that agent receives timeous feedback.

STAKEHOLDERS

• Provide accurate information and advice to the team and stakeholders to ensure that the financial planner are enabled to make effective sales.
• Provide regular reports on delivery of services against agreed service level agreements and in terms of overall agent targets.
• Provide expertise and insights to agents and stakeholders.
• Build and maintain relationships with internal and external stakeholders.
• Deliver on service level agreements made with agents and internal and external stakeholders in order to ensure that relevant stakeholders’ expectations are managed.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.

PEOPLE

• Develop and maintain productive and collaborative working relationships with peers and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.

Competencies

Behavioural

• Examining Information
• Articulating Information
• Valuing Individuals
• Providing Insights
• Empowering Individuals
• Upholding Standards
• Establishing Rapport
• Understanding People

Knowledge

• MS Office Suite (Word, Excel)
• Business Area-specific products, systems and procedures (preferred)
• Knowledge of relevant legislation and regulations
• Relevant industry knowledge
• Knowledge of coaching principles and practices
• CRM

Skills

• Verbal and written communication
• Relationship management
• Analytic skills
• Problem solving
• Planning and organising
• Think out the box