Learning and Development Consultant

Who are we?

The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.

Job Purpose

To contribute to the high standard of upskilling employees by facilitating learning and understanding the needs of the employees and Glacier. Apply best-practice methodologies to implement and facilitate Learning & Development interventions, practices and standards, ensuring technical skills development.

Key Outcomes

The following outcomes will be expected to be achieved by the Learning and Development Consultant - Life Investments:

• Engage with different stakeholder to identify training needs
• To develop and implement training plans according to business requirements and needs;
• To develop, compile and maintain training material, records and support materials as needs arise, ensuring that material remains current and relevant;
• To create, schedule and deliver training programmes focused on adult learning methods and based on employee need, business priorities and best practice; to respective clients.
• To monitor and evaluate the effectiveness of training by deploying measurement and feedback tools that track outcomes and ensure alignment of objectives as well as to assess learners;
• To provide regular feedback on learning to manager and learners;
• To provide technical support and expertise in support of the business in overall development of employees;
• Communicate specific product, system and process changes to the business.
• To adhere to organisational best practices and legislative requirements (Skills Development Act, Employment Equity Act);
• To provide support with regard to new projects and technology; doing training via latest training technology (tools) available to Glacier.
• To build and maintain relationships with relevant divisions/departments to ensure sufficient knowledge of related products, processes, legislations and regulatory frameworks;
• To maintain a consistent service delivery to ensure client retention and satisfaction;
• To provide an efficient and effective coaching process to staff;
• Effective communication to various stakeholders and audiences.
• To offer Sales support in collaboration with other Stakeholders. 
• Research L&D trends, ensuring the L&D function remains competitive, current and futuristic
  

Qualifications and experience

Qualifications:

• Financial Services related Diploma/Degree i.e. B.Com or Post Graduate Diploma in Financial Planning would be advantageous.
• Diploma/ Degree in relevant training & development qualification i.e. National Certificate in OD ETDP NQF level 5, Assessor and/ or Moderator
• E-learning development experience with use of tools such as Articulate Storyline, Canva etc.

At least 5+ years’ experience of:

• Extensive technical knowledge and experience of the Legacy and Epsilon platform.
• New business & Investments rules and/or admin systems (business processes; system processes and work methods). 
• Knowledge of the processes of New Business, Distribution, CCC, PAC and IT.
• Negotiation with clients and partners in respect of service levels
• Good understanding of all the events during the total life cycle of a Life Investments from quotation stage to maturity / surrender
• Proven ability to train, coach and develop others
• Sales and Distribution experience would be advantageous 
• Understanding of New Business systems (e.g. Case Management System, Epsilon, Content Manager, Jistel, Mocha, Legacy Journal, E-IRP, Sharepoint, Roscoe, Suspense etc.) 
• Understanding of Afrikaans language would be advantageous

Competencies

• Driving Results 
• Cultivates Innovation 
• Customer Focus 
• Building relationships – must have established relationships with internal stakeholders / networks.
• Ability to operate independently
• Excellent Communication skills (verbal and written)
• Problem-solving and Decision making
• Planning and organising
• Ability to work under pressure/flexibility 
• Attention to detail and accuracy
• Teamwork
• Flexibility 

Attributes

• Honesty, integrity and respect
• Positive enthusiastic can-do attitude 
• Teamwork
• Performance driven
• Ability to co-operate and thrive both within an independent and team environment
  

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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

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. 

Our commitment to transformation

Glacier is committed to excellence and striving towards Employment Equity. 

The Sanlam Group is committed to achieving transformation and embraces diversity.  This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.  The Group's Employment Equity plan and targets will be considered as part of the selection process.