Training Consultant (PG 10/11): People & Culture: Learning & Development Centre: Umhlanga

Location: Umhlanga, KwaZulu Natal, ZA

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.

• 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

• 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 client.

• 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.
• 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.

• Respond to regional queries from the business relating to training.
• Serve as part of project teams, as required.

• Relevant Degree in Commerce/Finance/Law.
• Experience as a trainer/facilitator.
• Completed Regulatory Exams advantageous.
• Registered INSETA assessor.
• Registered INSETA moderator advantageous.

• 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.

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