Training Consultant: Broker Strategy (PG10/11) SLS: SanlamConnect: P&C: L&DC: Bellville

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.

What will make you successful in this role?

• Research, design, develop and maintain learning solutions that support the growth, sustainability and capability development of broker practices, with a primary focus on:
  • Practice management, practice growth and business enablement of intermediaries;
  • Developing the consulting and relationship management capabilities of Broker Consultants to strengthen their value proposition and influence within broker practices;
  • Enhancing collaboration and service excellence between brokers, broker support staff, Broker Consultants and clients;
  • Building the capability of broker back-office and intermediary support teams to improve operational effectiveness and client outcomes
• Partner with Broker Management, Broker Consultants, intermediaries and key stakeholders to identify capability gaps, growth opportunities and business challenges that can be addressed through targeted learning and development interventions.
• Conduct training needs analyses and capability assessments to inform learning strategies that support increased broker footprint, adviser productivity, client retention and practice growth.
• Practical understanding and interpretation of intermediaries Fit & Proper requirements to support development of programmes
• 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

Specific role 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 or support environment  
• Experience in coaching (a relevant qualification will be advantageous)
• Experience in Consultancy and/or Broker Practice
• 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
  • Registered INSETA Assessor and Moderator
  • Experience working in a related role in an intermediary support environment
  • CFP
• GenAI as it applies to learning and practice development is recommended 

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

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

The closing date for applications is 10 July 2026.

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

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.

Our commitment to transformation