Sales and Training Consultant

3 weeks ago


Cape Town, Western Cape, South Africa Sanlam Full time

About the Role

SanlamConnect is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions through face-to-face intermediary channels and directly. Our vision is to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly.

Key Responsibilities

  • Research, design, and development of programmes that drive practice management and development of intermediaries, relational training, and training of relevant intermediary support roles.
  • 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 competency-based 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.

Requirements

  • Must be willing to travel.
  • Must have a valid Code 08 driver's license.
  • Must have own reliable transport.

Qualifications 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 e-learning 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/co-ordination skills.
  • Technical professional skills.
  • Influencing ability.
  • Coaching mindset.
  • Continuous learning.


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