Distribution Technical Learning Specialist

**Who are we?**

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

**What will you do?**

**Job Purpose**
- The Distribution Technical Learning Specialist will be responsible for the competence and proficiency of the Distribution Team of Glacier Partners: Absa. The role is required to understand and support upskilling in the product range and corresponding processes and procedures. An understanding and experience in financial advice, financial planning and investments are vital.

**Key Outcomes**
- Training and onboarding new distribution staff with a view to ensuring full competence on product range and processes.
- Vesting of new distribution staff.
- Design and implementation of training/upskilling content and programmes.
- Continuous upskilling of Distribution Team on product and process changes and enhancements.
- Support financial planning and product engagements and delivery of technically correct content.
- Support and facilitate sales and distribution projects (knowledge / skills enhancements).
- Support product innovations and campaigns (marketing support).
- Support for financial planning requirements in relation to client events (CPD requirements).
- Provide support (advice and product related) to line managers in client solutions, market advice and channels, business mix and competency practices.
- Update and develop the Distribution Team on financial planning related topics, along with peers.
- Service and support the Distribution Team and intermediary support structures with technical queries focusing on the solution range.
- Assist the Distribution Team with implementation of all industry related regulation (e.g. FAIS, FICA, COFI, etc.).
- Undertake financial planning industry research, linked to growth strategies, to support the Distribution Team in intermediary education.

**Qualifications and Experience**
- Post Graduate Diploma in Financial Planning is a pre-requisite, if the undergraduate degree is not in financial planning.
- 3 years’ minimum experience in financial services.
- Technical knowledge about retail investments, retail investment industry and trends.
- Technical knowledge about the financial planning landscape and all related laws (FAIS, FICA and compliance related legislation, ITA, PFA, Long-term Insurance Act, Insurance Act etc).
- Understanding of distribution in financial services is advantageous.
- Competencies
- Education focus
- Training material/ workshop development
- Training material/content updates, changes and reviews
- Assessment and moderation experience
- Collaborates
- Resilience
- Drives results
- Attention to detail
- Organised and administratively & operationally adept
- Leadership skills (impact and influence)
- Problem-solving
- Research capability
- Excellent written and verbal communication and presentation skills

**Attributes**
- Positive, can-do attitude with high self-confidence levels
- Honesty, integrity and respect
- Ability to work both independently as well as effectively in a team
- Ability to work under pressure
- Adaptable and flexible in working methodology

**What will make you successful in this role?**

**Qualification and Experience**
- Degree or Diploma with 3 to 5 years related experience

**Knowledge and Skills**
- Training material/ workshop development
- Pilot training and ongoing training/presentation
- Assess and moderate qualifications
- Training material/content updates, changes and reviews

**Personal Attributes**
- Plans and aligns - Contributing independently
- Communicates effectively - Contributing independently
- Decision quality - Contributing independently
- Interpersonal savvy - Contributing independently

**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.

**Core Competencies**
- Cultivates innovation - Contributing inde