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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
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.
What will make you successful in this role?
Pre-course trainincg administration
- Support training assistants to deliver on 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
Facilitation of training and development programmes
- Facilitate the Certificate in Wealth Management NQF 5.
- Facilitate training in the on-line practice management and client financial needs analysis tool
- Facilitate various in-house training workshops including selling skills in a professional and effective manner
- Undertake ad-hoc presentations at conferences and seminars as requested by management and clients
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
- Post Graduate Diploma in Financial Planning qualification or in process of completing
- CFP designation advantageous
- Relevant Degree in Commerce/Finance/Law
- Completed Regulatory Exams
- INSETA assessor and moderator qualifications an advantage
Knowledge And Skills
- 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
Core competencies
- Customer Focus
- Collaborates
- Cultivates Innovation
- Drives Results
- Being flexible and adaptable
Personal attributes
- Decision Making
- Technical Professional Skills
- Presentation skills
- Interpersonal Savvy
- Self-Development
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Closing date
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