Learning and Development Consultant
3 weeks ago
**Who are we?**
The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle
- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life
- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
- Job Purpose-
**Key Outcomes**
- The following outcomes will be expected to be achieved by the Learning and Development Consultant - Life Investments:
- Engage with different stakeholder to identify training needs
- To develop and implement training plans according to business requirements and needs;
- To develop, compile and maintain training material, records and support materials as needs arise, ensuring that material remains current and relevant;
- To create, schedule and deliver training programmes focused on adult learning methods and based on employee need, business priorities and best practice; to respective clients.
- To monitor and evaluate the effectiveness of training by deploying measurement and feedback tools that track outcomes and ensure alignment of objectives as well as to assess learners;
- To provide regular feedback on learning to manager and learners;
- To provide technical support and expertise in support of the business in overall development of employees;
- Communicate specific product, system and process changes to the business.
- To adhere to organisational best practices and legislative requirements (Skills Development Act, Employment Equity Act);
- To provide support with regard to new projects and technology; doing training via latest training technology (tools) available to Glacier.
- To build and maintain relationships with relevant divisions/departments to ensure sufficient knowledge of related products, processes, legislations and regulatory frameworks;
- To maintain a consistent service delivery to ensure client retention and satisfaction;
- To provide an efficient and effective coaching process to staff;
- Effective communication to various stakeholders and audiences.
- To offer Sales support in collaboration with other Stakeholders.
- Research L&D trends, ensuring the L&D function remains competitive, current and futuristic
**Qualifications and experience**
- Qualifications:
- Financial Services related Diploma/Degree i.e. B.Com or Post Graduate Diploma in Financial Planning would be advantageous.
- Diploma/ Degree in relevant training & development qualification i.e. National Certificate in OD ETDP NQF level 5, Assessor and/ or Moderator
- E-learning development experience with use of tools such as Articulate Storyline, Canva etc.
At least 5+ years’ experience of:
- Extensive technical knowledge and experience of the Legacy and Epsilon platform.
- New business & Investments rules and/or admin systems (business processes; system processes and work methods).
- Knowledge of the processes of New Business, Distribution, CCC, PAC and IT.
- Negotiation with clients and partners in respect of service levels
- Good understanding of all the events during the total life cycle of a Life Investments from quotation stage to maturity / surrender
- Proven ability to train, coach and develop others
- Sales and Distribution experience would be advantageous
- Understanding of New Business systems (e.g. Case Management System, Epsilon, Content Manager, Jistel, Mocha, Legacy Journal, E-IRP, Sharepoint, Roscoe, Suspense etc.)
- Understanding of Afrikaans language would be advantageous
- Competencies- Driving Results
- Cultivates Innovation
- Customer Focus
- Building relationships - must have established relationships with internal stakeholders / networks.
- Ability to operate independently
- Excellent Communication skills (verbal and written)
- Problem-solving and Decision making
- Planning and organising
- Ability to work under pressure/flexibility
- Attention to detail and accuracy
- Teamwork
- Flexibility
- Attributes- Honesty, integrity and respect
- Positive enthusiastic can-do attitude
- Teamwork
- Performance driven
- Ability to co-operate and thrive both within an independent and team environment
**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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.**Turnaround time**Our commitment to transformation**
- Glacier is committed to excellence and striving towards Employment Equity. The Sanlam
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