Company:
Sanlam Group
Industry: Banking / Financial Services
Deadline: Nov 7, 2025
Job Type: Full Time
Experience:
Location: Western Cape
Province: Bellville
Field: Human Resources / HR
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 (Brokers and Advisers) and sales and support staff of Sanlam Connect.
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 client
Training assessment and feedback/report writing
Aligned to service level agreements in place:
- Administer and score learner assessments in the workshops to determine proficiency levels of delegates
- Complete a feedback report on each delegate after the workshop and share with the relevant line manager
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
- Serve as part of project teams, as required
Qualification and Exerience
- Relevant Degree in Commerce/Finance/Law
- Post Graduate Diploma in Financial Planning qualification
- Experience as a trainer/facilitator
- CFP designation advantageous
- Completed Regulatory Exams advantageous
- Registered INSETA assessor
- Registered INSETA moderator advantageous
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
- Results Driven
- Decision Making
- Flexibility and Adaptability
- Customer Focus
- Innovation
- Technical Professional Skills
- Presentation skills
- Interpersonal Savvy
- Self-Development
Core Competencies
- Customer Focus
- Collaborates
- Cultivates Innovation
- Drives Results
- Being flexible and adaptable
The closing date for this application is 07 November 2025
