Training Consultant: RA: SanlamConnect: Succession Fin Planning (Lynnwood) (8 - 10)(Rerun) at Sanlam Group

What will you do?

This is a specialist role, responsible for delivery of training (presenting sales, legal technical, skills and product category- related programmes and short courses) to SFP Intermediaries (Brokers and Advisers) and sales and support staff of SFP. 

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 trends based training for individuals on a one-on-one basis
• Facilitate training in the online practice management and client financial needs analysis tool
• Training on navigation of SanPort, SanFin: Practice Management, Data mining & Communications, Saving Documents, E-Sign, Client Capturing/Basic Capturing & FNA Risk, FNA Investment and Retirement, Reports interpretation and ROA, SFP Web RoA and DRA, GetQuote and other SFP tools
• 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
• Coordinate, arrange and conduct regular CPD events
• Ad hoc training on regulatory updates and changes 
• Manage the supervision process, including the supervisor assessment and ensuring supervisees are supervised adequately. 
• Training assessment and feedback/report writing

Aligned to service level agreements in place:

• Administer and score learner assessments in the workshops to determine the proficiency levels of delegates.
• Complete a feedback report on each delegate after the workshop and share it with the relevant line manager
• Training material/content development
• Work closely with the project sponsors, heads of business units and 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

What will make you successful in this role?

Qualification and experience 

• Relevant industry-related Degree/Diploma
• Post Graduate Diploma in Financial Planning qualification advantageous
• CFP designation advantageous
• Relevant Degree in Commerce/Finance/Law
• Completed Regulatory Exams
• INSETA assessor and moderator qualifications an advantage
• 2-3 years previous experience in providing financial advice to clients or in managing Financial Advisors
• 3-5 years experience in an auditing, forensics, risk management or compliance function (financial services)
• 2-3 years experience in training and facilitation (online and in-person)

Knowledge and skills 

• 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