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Training Consultant: SanlamConnect: P&C: Learning and Development Centre: Lynnwood at Sanlam Group
Sanlam Group
October 17, 2026
Full-time
On-site
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 (Brokers and Advisers) and sales and support staff of Sanlam Connect.
The position will ideally be based at the regional office in Pretoria, Lynnwood
What will make you successful in this role?
Facilitation of training and development programmes
Facilitate the relevant approved SAQA qualification including Certificate in Wealth Management NQF 5.
Facilitate training in the on-line practice management and client financial needs analysis tools
Facilitate various in-house training workshops including selling skills in a professional and effective manner
Facilitate training that shifts experience from pure knowledge to practical application
Undertake ad-hoc presentations at conferences and seminars as requested by management and clients
Pre-course training administration
Support training assistants for the delivery of 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
Training assessment and feedback/report writing
Aligned to service level agreements in place:
Administer and score learner assessments in the workshops to determine proficiency levels of delegates
Complete a feedback report on each delegate after the workshop and share with the relevant line manager
Training material/content development
Work closely with the training developers to undertake the research and development of training material
Structure and write training material according to adult learning principles and in competency-based formats
Training queries and projects
Respond to regional queries from the business relating to training
Serve as part of project teams, as required
Specific role requirements
Must be willing to travel
Must have a valid Code 08 driver's license
Must have own reliable transport
Qualification and Experience
Relevant Degree in Commerce/Finance/Law
Post Graduate Diploma in Financial Planning qualification
Experience as a trainer/facilitator
CFP designation advantageous
Completed Regulatory Exams advantageous
Registered INSETA assessor
Registered INSETA moderator advantageous
Knowledge and Skills
Previous experience in providing financial advice to clients or in managing Financial Advisors
Ability to managing stakeholder relationships
Interest and exposure to developing training solutions
Knowledge and experience in the laws governing the Life Assurance industry
Experience in practice management and client financial needs analysis tools
Personal Qualities
Results Driven
Decision Making
Flexibility and Adaptability
Customer Focus
Innovation
Technical Professional Skills
Presentation skills
Interpersonal Savvy
Core Competencies
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
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 (Brokers and Advisers) and sales and support staff of Sanlam Connect.
The position will ideally be based at the regional office in Pretoria, Lynnwood
What will make you successful in this role?
Facilitation of training and development programmes
Facilitate the relevant approved SAQA qualification including Certificate in Wealth Management NQF 5.
Facilitate training in the on-line practice management and client financial needs analysis tools
Facilitate various in-house training workshops including selling skills in a professional and effective manner
Facilitate training that shifts experience from pure knowledge to practical application
Undertake ad-hoc presentations at conferences and seminars as requested by management and clients
Pre-course training administration
Support training assistants for the delivery of 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
Training assessment and feedback/report writing
Aligned to service level agreements in place:
Administer and score learner assessments in the workshops to determine proficiency levels of delegates
Complete a feedback report on each delegate after the workshop and share with the relevant line manager
Training material/content development
Work closely with the training developers to undertake the research and development of training material
Structure and write training material according to adult learning principles and in competency-based formats
Training queries and projects
Respond to regional queries from the business relating to training
Serve as part of project teams, as required
Specific role requirements
Must be willing to travel
Must have a valid Code 08 driver's license
Must have own reliable transport
Qualification and Experience
Relevant Degree in Commerce/Finance/Law
Post Graduate Diploma in Financial Planning qualification
Experience as a trainer/facilitator
CFP designation advantageous
Completed Regulatory Exams advantageous
Registered INSETA assessor
Registered INSETA moderator advantageous
Knowledge and Skills
Previous experience in providing financial advice to clients or in managing Financial Advisors
Ability to managing stakeholder relationships
Interest and exposure to developing training solutions
Knowledge and experience in the laws governing the Life Assurance industry
Experience in practice management and client financial needs analysis tools
Personal Qualities
Results Driven
Decision Making
Flexibility and Adaptability
Customer Focus
Innovation
Technical Professional Skills
Presentation skills
Interpersonal Savvy
Core Competencies
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently