Training Consultant: Academy: Gauteng: Pretoria at Sanlam Group

What will you do?

Manages and develops a team of training consultants effectively. Responsibilities include developing and conducting training courses to meet identified needs and monitoring training results so that future courses may be modified where necessary. Assists in the assessment of external courses to determine suitability and keeps abreast of latest developments in the training field. Could handle more complex training with or without subordinate employees.

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