Sales Support Training Consultant at Juru Holdings

Job Description

This is a specialist role, responsible for research, design, development and delivery of training and workshops for Sales and Support staff. Supplementary to this role are duties such as supporting the business with queries resolution and information updates. 

What will make you successful in this role?

 Research, design and development of programmes that drive:

• • practice management and development of intermediaries;
  • relational training which augments relationships between support staff and intermediary, and intermediary and client; and
  • training of the relevant intermediary support roles in the business. 
• Practical understanding and interpretation of intermediaries Fit & Proper requirements to support development of programs
• Undertake training needs analyses with key stakeholders
• Structure and write training material according to adult learning principles and in competency-based formats
• Design of blended learning interventions using LMS and other available tools
• Facilitate various inhouse training workshops in a professional and effective manner
• Develop, administer and score workshop assessments
• Coaching and mentoring of internal clients
• Report writing – Data, Analytics, Insights 
• Attend various meetings and undertake project support as and when required
• Undertake regular regional visits

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

• Degree in Commerce/Finance/Law 
• Financial services working experience, ideally within a sales and or support environment 
• Experience in coaching (a relevant qualification will be advantageous)
• Experience with authoring e-learning tools 
• Experience in Instructional design and/or technical writing 
• Experience in research and development
• Experience in database management & analysis
• A Post Graduate Diploma in Financial Planning will be advantageous
• Registered INSETA Assessor and Moderator 
• Experience working in a related role in an intermediary support environment 

Knowledge and Skills

• Technical writing
• Skilled in managing key stakeholder relationships
• Multimedia, curriculum and course development
• Creative problem solving ability
• Ability to work independently or as part of a team
• Formal presentation & excellent communication skills
• Skilled in influencing and coaching
• In depth knowledge on laws governing the life assurance industry
• Excellent understanding of the financial advice process
• Skilled in developing training solutions
• Experience in practice management and client financial needs analysis tools

Core Competencies

• Results Driven
• Decision Making
• Flexibility and Adaptability
• Customer Focus
• Innovation

Personal Attributes

• Excellent communication skills (verbal and written)
• Detailed minded
• Relationship building and networking
• Structured and good planning skills/co-ordination skills
• Technical professional skills
• Influencing ability
• Coaching mindset
• Continuous learning