Sales Support Training Consultant

2 weeks ago

Bellville, Western Cape, South Africa Sanlam Full time

Who are we?


SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly.

We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients.


Our vision:

We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly.

We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life's financial questions.

ULTIMATELY WE GROW AND PROTECT WEALTH.

What will you do?

  • This is a specialist role, responsible for research, design, development and delivery of training and workshops for Sales and Support staff of SanlamConnect. Supplementary to this role are duties such as supporting the business with queries resolution and information updates.
    _The position will ideally be based at the Sanlam Head Office in Bellville, but we will only consider the regional office in Gauteng (Meersig) as an alternative option to Bellville._

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 competencybased 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 elearning 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/coordination skills
  • Technical professional skills
  • Influencing ability
  • Coaching mindset
  • Continuous learning

Build a successful career with us

  • We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters
  • Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
    Turnaround time
  • Closing date: 23 January 2024The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

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