Investment & Life Insurance Trainer at OUTsurance

The Role

OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for us.

The OUTsurance Learning Academy requires a highly experienced and knowledgeable individual to facilitate and run with all the Life Insurance and Investment product, systems and FAIS legislative training needs.

Responsibilities:

To take full accountability for all aspects of Life Insurance and Investment training for a number of different channels, at all levels including responsibility for:

• Managing the FAIS Fit & Proper legislative requirements of the providers including, Product Specific and Class of Business training, RE and CPD points
• Ensure that all outcomes are met in terms of the requirements of the Full Qualification
• Training needs analysis and identification for all employees whose roles are impacted by the Investment and Life Insurance business
• Content and assessment updates, design and development
• Coordination and training the relevant content
• Assessment of learner scripts in line with INSETA accreditation needs
• Management of training course evaluation
• Training administration and record keeping for reporting purposes both internally as well as the Rep register updates for the FSCA
• Alignment of training material to Skills Development legislation
• Floor training needs analysis, identification, roll out and reporting
• Accepting full responsibility for all communication with the Life Insurance, Investment and Learning Academy departments
• Relationship building with management team and line managers
• Attendance at respective stakeholder meetings
• Ensure all evidence and required documentation is gathered and recorded in a timely and accurate manner for QTCO/ INSETA/FSCA verifications
• Take ownership of quality control for assessments
• Comply with the quality management system, by conducting frequent quality checks of learner ID’s and learner document submissions
• Comply with all assessing and moderation requirements.
• Compile assessing and moderation reports for verification

Qualifications:

• ETDP Practitioner qualification or Train the Trainer
• Registered Assessor with INSETA
• A FSCA approved qualification in the Financial Planning field on an NQF level 7 or higher will be preferable, alternatively a level 6 qualification in a similar field with progress towards a level 7
• (Certified Financial Planner (CFP) will be preferred but is not an absolute requirement. Aspirations to obtaining such a certification will be beneficial)
• Completed RE and COB (Class of Business) will give you an advantage

Experience:

• A minimum of 5 years of Long Term Insurance and Investments related experience is essential
• Previous facilitation and assessing experience
• Preferably hold membership at a professional body (IISA or FPI)
• Experience in the delivery of Qualification will be advantageous

Knowledge

• FAIS Legislation (developmental requirements) and other applicable legislation
• Understanding of the CPD framework and being able to align learning initiatives to meet CPD requirements for experienced FAIS reps
• Life Insurance and Investments industry and related products
• Familiar with the world of the adviser and the challenges they face

Applicants who reach the interview stage will be expected to do a formal presentation to a selection panel on a relevant topic.

Competencies:

• People orientated
• Client service oriented
• Attention to detail/Quality oriented
• Deadline and results oriented/Work standards
• Initiative
• Enthusiastic and passionate about the job and the company
• Effective at planning and organisation/Work management
• Teamwork/Collaboration
• Judgment/Problem solving
• Adaptability
• Integrity
• Tolerance for stress
• Ability to respect confidentiality
• Professionalism
• Empathy
• Facilitation, Interpersonal and communication skills
• Excellent administration skills
• Negotiation skills
• Curriculum design and development
• Administration skills
• Influencing

In accordance with OUTsurance Insurance Company Ltd Employment Equity goals, preference will be given to individuals who meet the job requirements and are from the various designated groups.