Who are we?
SPF Distribution, 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 and intermediaries. 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 delivery of training (presenting sales, legal technical, skills and product related programmes and short courses) to Sanlam intermediaries and sales and support staff of Sanlam Distribution.
What will make you successful in this role?
Pre-course training administration
- Support training assistants to deliver on training, scheduling, materials, logistical arrangements etc.
- Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course
Responsibilities + Skills
Previous experience in providing financial advice to clients or in managing Financial AdvisorsAbility to managing stakeholder relationshipsInterest and exposure to developing training solutionsKnowledge and experience in the laws governing the Life Assurance industryExperience in practice management and client financial needs analysis tools
Degree in Commerce/Finance/Law with 6-8 years relevant experiencePost Graduate Diploma in Financial Planning or in the process of completing
CFP and advanced CFP will be advantageousMust have successfully completed Regulatory ExamsINSETA Assessor and Moderator qualifications will be advantageous