Job Description

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 lifes financial questions. ULTIMATELY WE GROW AND PROTECT WEALTH.What will you do?This is a specialist role, responsible for research, design, development and delivery of training and workshops for Sales and Support staff of SanlamConnect. Supplementary to this role are duties such as supporting the business with queries resolution and information updates.What will make you successful in this role?Research, design, develop and maintain learning solutions that support the growth, sustainability and capability development of broker practices, with a primary focus on:Practice management, practice growth and business enablement of intermediaries;Developing the consulting and relationship management capabilities of Broker Consultants to strengthen their value proposition and influence within broker practices;Enhancing collaboration and service excellence between brokers, broker support staff, Broker Consultants and clients;Building the capability of broker back-office and intermediary support teams to improve operational effectiveness and client outcomesPartner with Broker Management, Broker Consultants, intermediaries and key stakeholders to identify capability gaps, growth opportunities and business challenges that can be addressed through targeted learning and development interventions.Conduct training needs analyses and capability assessments to inform learning strategies that support increased broker footprint, adviser productivity, client retention and practice growth.Practical understanding and interpretation of intermediaries Fit & Proper requirements to support development of programmesStructure and write training material according to adult learning principles and in competency-based formatsDesign of blended learning interventions using LMS and other available toolsFacilitate various inhouse training workshops in a professional and effective mannerDevelop, administer and score workshop assessmentsCoaching and mentoring of internal clientsReport writing Data, Analytics, InsightsAttend various meetings and undertake project support as and when requiredUndertake regular regional visits