Training Consultant

Website Sanlam

Job Description:

This is a specialist role, responsible for delivery of training (presenting sales, legal technical, skills and product category- related programmes and short courses) to SFP Intermediaries (Brokers and Advisers) and sales and support staff of SFP.

Job Responsibilities:

  • Facilitate various in-house training workshops including selling skills in a professional and effective manner
  • Facilitate trends-based training for individuals on a one-on-one basis
  • Undertake ad-hoc presentations at conferences and seminars as requested by management and clients
  • Coordinate, arrange and conduct regular CPD events
  • Facilitate training in the online practice management and client financial needs analysis tool
  • Training on navigation of SanPort, SanFin: Practice Management, Data mining & Communications, Saving
  • Documents, E-Sign, Client Capturing/Basic Capturing & FNA Risk, FNA Investment and Retirement, Reports interpretation and ROA, SFP Web RoA and DRA, GetQuote and other SFP tools

Job Requirements:

  • 3-5 years’ experience in an auditing, forensics, risk management or compliance function (financial services)
  • Completed Regulatory Exams
  • Post Graduate Diploma in Financial Planning qualification
  • 2-3 years previous experience in providing financial advice to clients or in managing Financial Advisors
  • INSETA assessor and moderator qualifications an advantage
  • Relevant Degree in Commerce/Finance/Law
  • CFP designation advantageous
  • 2-3 years’ experience in training and facilitation (online and in-person)

Job Details:

Company: Sanlam

Vacancy Type: Full Time

Job Location: Pretoria, Gauteng, South Africa

Application Deadline: N/A

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