Training Consultant: Distribution Academy Midrand (PG11/12) Re-run

Date: 10-Jun-2019

Location: Midrand, Gauteng, South Africa

Company: Sanlam Group

Who are we?

SPF Distribution, 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 and intermediaries.  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 delivery of training (presenting sales, legal technical, skills and product related programmes and short courses) to Sanlam intermediaries and sales and support staff of Sanlam Distribution.

What will make you successful in this role?

Pre-course training administration

  • Support training assistants to deliver on training, scheduling, materials, logistical arrangements etc.
  • Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course

Facilitation of training and development programmes

  • Facilitate the Certificate in Wealth Management NQF 5
  • Facilitate training in the on-line practice management and client financial needs analysis tool
  • Facilitate various in-house training workshops including selling skills in a professional and effective manner
  • Undertake ad-hoc presentations at conferences and seminars as requested by management and clients

Training assessment and feedback/report writing

  • Administer and score learner assessments in the workshops to determine proficiency levels of delegates
  • Write up a feedback report on each delegate after the workshop

Training material/content development

  • Work closely with the training developers to undertake the research and development of training material
  • Structure and write training material according to adult learning principles and in competency based formats

Training queries and projects

  • Respond to regional queries from the business relating to training


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 with 6-8 years relevant experience
  • Post Graduate Diploma in Financial Planning or in the process of completing
  • CFP ® and advanced CFP will be advantageous
  • Must have successfully completed Regulatory Exams
  • INSETA Assessor and Moderator qualifications will be advantageous


Additonal Knowledge and Skills

  • Previous experience in providing financial advice to clients or in managing Financial Advisors
  • Ability to managing stakeholder relationships
  • Interest and exposure to developing training solutions
  • Knowledge and experience in the laws governing the Life Assurance industry
  • Experience in practice management and client financial needs analysis tools



Personal Attributes
Plans and aligns - Stage 2
Communicates effectively - Stage 2
Decision quality - Stage 2
Interpersonal savvy - Stage 2
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 business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies
Cultivates innovation - Stage 2
Customer focus - Stage 2
Drives results - Stage 2
Collaborates - Stage 2
Being resilient - Stage 2
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. 

Closing date: 18 June 2019

Our commitment to transformation

The 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.

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.

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