Job Description
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. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.What will you do?This is a specialist role, which is responsible for research, design and development of training content and related workshop material in support of client and/or business requirements and with specific focus on alignment with relevant financial services legislation.What will make you successful in this role?This role is responsible for:Design, develop, and deliver learning programme in alignment with business strategy.Providing support to the business by integrating technology into the curriculum and working with the business to successfully implement learning technologies.Assessing instructional needs within the business and identifying applicable solutions to enhance learningDevelopment of instructional content used to support online, blended, face-to-face, and online self-paced training programs.Participate in relevant committees and forums to influence governance principles, policies and frameworksCollaborate closely with internal and external stakeholders (practice development, sales, and product teams) to ensure content reflects current business priorities, campaigns, and CRM tools.Translate complex financial planning concepts into practical, adviser-ready learning experiences that directly support practice development and business growth.Reporting and Analytics
Responsibilities + Skills
Education
Relevant B DegreeA relevant professional qualification (e.g., Instructional Technology / Design Qualification) will be advantageousE-Learning / Graphic Design experience is recommendedCFP qualification will be advantageousPractice Development experience will be advantageous
Experience