Training Consultant: SanlamConnect: P&C: Learning and Development Centre: Lynnwood

In brief

**Overview** This is a specialist role as a Training Consultant for SanlamConnect, within the P&C Learning and Development Centre, ideally based at the regional office in Pretoria, Lynnwood. The primary responsibility is to deliver training programs and short courses covering sales, legal technical aspects, skills, and product-related content to Sanlam intermediaries (Brokers and Advisers) and the sales and support staff of Sanlam Connect. **What you will do** * Facilitate various training and development programs, including approved SAQA qualifications such as the Certificate in Wealth Management NQF 5. * Deliver training on online practice management and client financial needs analysis tools. * Lead in-house training workshops, including selling skills, ensuring a professional and effective delivery that shifts learning from knowledge to practical application. * Undertake ad-hoc presentations at conferences and seminars as requested. * Support training assistants with pre-course administration, including scheduling, material preparation, and logistical arrangements. * Ensure that all delegates complete and pass pre-course online assessments before attending training. * Administer and score learner assessments during workshops to determine proficiency levels. * Complete and share feedback reports on each delegate with their respective line managers post-workshop. * Collaborate with training developers to research and develop new training materials. * Structure and write training material following adult learning principles and in competency-based formats. * Respond to regional business queries related to training. * Participate in project teams as required. **Requirements (from the original advert)** * **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:** * 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 manage 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 Qualities:** * Results Driven * Decision Making * Flexibility and Adaptability * Customer Focus * Innovation * **Technical Professional Skills:** * Presentation skills * Interpersonal Savvy * **Core Competencies:** * Cultivates innovation - Contributing independently * Customer focus - Contributing independently * Drives results - Contributing independently * Collaborates - Contributing independently * Being resilient - Contributing independently **Who should apply** This role is suitable for an experienced trainer or facilitator with a relevant degree in Commerce, Finance, or Law, and a Post Graduate Diploma in Financial Planning. The ideal candidate will have prior experience in providing financial advice or managing Financial Advisors, a strong understanding of the laws governing the Life Assurance industry, and familiarity with practice management and client financial needs analysis tools. Applicants should be registered INSETA assessors (moderator registration is advantageous) and possess excellent presentation and interpersonal skills. The role requires a results-driven, customer-focused, adaptable, and innovative individual who is skilled in decision-making, stakeholder management, and collaboration. Candidates must be willing to travel, possess a valid Code 08 driver’s license, and have their own reliable transport. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/training-consultant-sanlamconnect-p-c-learning-and-development-centre-lynnwood-sanlam-1 Source: myjobmag

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