The Sanlam Retail Affluent business (SRA) is a business that is part of Sanlam Life and Savings. 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. Business Shared Services is the customer facing business unit within SRA.
As we Live in Confidence we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. 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.
What will make you successful in this role?
Output/Core Tasks
- Design, facilitate and implement learning content using various methodologies for all new starter training programs.
- Responsible for the design and implementation of all mandatory legislation courses, for the purpose of continuous development of the knowledge and skills for existing staff, using various methodologies.
- Partner with various business stakeholders to review and evaluate learning content to ensure effectiveness as well as continually evolve content and training approaches to enhance the learning experience.
- Perform needs analysis consultations with business stakeholders to identify training needs.
- Collaborate with the Quality Assurance team to further enhance employee development and performance.
- Collaborate with Management/Process Office and Quality to tailor or amend training materials.
- Coach, develop and mentor employees.
- Support business stakeholders and employees with legislation related enquiries and decisions.
- Maintain records of learning interventions which includes but not limited to attendance registers, content and assessments.
- Stay abreast of industry related legislation amendments and implementations.
- Design and develop fit for purpose e-learning content.
- Facilitate classroom training either face to face or online using MS Teams.
- Assess learning performance post-training.
Role Requirements:
- Matric/Grade 12
- A tertiary qualification which can either be a Diploma or Degree.
- Mentoring and Coaching qualification will be to your benefit.
- A minimum of 5 years experience in the insurance industry, with above average performance.
- Experience as a BSS Client Services Representative at Intermediate, Specialist or Quality level, with above average performance will be advantageous.
- Comprehensive knowledge, understanding and experience in working with the following legislation:
- Financial Intelligence Centre Act and Party Due Diligence legislative requirements.
- Financial Intelligence Centre Act and Party Due Diligence processes followed by Business Shared Services.
- Protection of Personal Information Act
- Fraud prevention.
- Experience in facilitating long duration programs (4+ weeks concurrently) will be advantageous.
- Investigation and Analytical skills
- Ability to identify and solve problems
- Decision making skills
- Flexibility
- Achievement orientation
- Self confidence
- Good verbal and written communication skills.
- Good presentation skills in English.
- The ability to facilitate all interventions
- Negotiation skills
- Client Centric
Facilitation/ presentation of training
Training Assessments and feedback/ reporting
Training material/content development and updating
Training Queries, ad-hoc support and projects
Personal Attributes
Plans and aligns - Contributing independently
Communicates effectively - Contributing independently
Decision quality - Contributing independently
Interpersonal savvy - Contributing independently
Build a successful career with us
Were 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 five business clusters Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
Core Competencies
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
Turnaround time
Closing Date:11 October 2024
Appointments will be made in line with the companys transformation plan.
Please take note that the position is based at Sanlam Head Office in Bellville.
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
