Training Consultant: SanlamConnect

Sanlam Group

Training Consultant: SanlamConnect

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Date: 12-Oct-2020


Midrand, Gauteng, South Africa

Sanlam Group

Who are we?

SanlamConnect 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 with Sanlam through intermediaries and directly.  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 research, development and delivery of training and workshops for Sanlam Sales management.

What will make you successful in this role?


  • Research and development of training, workshop material
  • Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the training and workshops
  • Facilitate management training and workshops
  • Develop, manage and facilitate practice development workshops
  • Coaching and mentoring
  • Develop, administer and score workshop assessments
  • Report writing
  • Ad hoc presentations at conferences
  • Client relationship management


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 training and development experience
  • Coaching qualification and related experience
  • INSETA Assessor and Moderator experience and qualifications
  • Experience in practice management
  • Level 5 Certificate in Wealth Management
  • A Post Graduate Diploma in Financial Planning or in process


Additional Knowledge and skills

  • Facilitation and coaching
  • Ability to managing stakeholder relationships
  • Interest and exposure to developing people development and growth solutions
  • Knowledge and experience in the laws governing the Life Assurance industry
  • Client financial needs analysis understanding and tools
  • E-learning process and tools
  • Knowledge and understanding of traditional and modern training methods and techniques


Core competencies

  • Cultivates innovation
  • Customer focus
  • Drives results 
  • Collaborates 
  • Being resilient


Personal attributes

  • Excellent communication skills (verbal and written)
  • Detailed minded
  • Relationship building and networking
  • Structured and good planning skills/co-ordination skills
  • Innovative and problem solver
  • Decision quality
  • Technical professional skills
  • Presentation 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. 

Closing date: 19 October 2020

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.

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.

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