Job Description

Who are we?SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to answer life's financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.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 training 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

• 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

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

Personal Qualities

• Results Driven
• Decision Making
• Flexibility and Adaptability
• Customer Focus
• Innovation
• Technical Professional Skills
• Presentation skills
• Interpersonal Savvy
• Self-Development

Core Competencies

• Customer Focus
• Collaborates
• Cultivates Innovation
• Drives Results
• Being flexible and adaptable

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: 14 March 2024
• The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

Build a successful career with usWe're all about building strong, lasting relationships with our employees. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

Sanlam