Business Development Technical Learning Specialist

at  Sanlam

WHO ARE WE?

Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a comprehensive range of investment solutions, designed to assist in the creation and preservation of wealth. Our offering encompasses local investments, including fixed term investments and investments with guarantees, international investments, retirement saving solutions, and retirement income solutions. While each solution has its own distinct purpose, they all share the world-class quality and commitment that have come to distinguish Glacier.

QUALIFICATION AND EXPERIENCE

Degree or Diploma with 4 to 5 years related experience or qualified by experience.

KNOWLEDGE AND SKILLS

Training material/ workshop development
Pilot training and ongoing training/presentation
Assess and moderate qualifications
Training material/content updates, changes and reviews

JOB PURPOSE

The Business Development Technical Learning Specialist will be responsible for the competence and proficiency of the Glacier Business Development Team. The role is required to understand and support upskilling in the Glacier product range and corresponding processes and procedures. An understanding and experience in financial advice, financial planning and investments are vital.

Key responsibilities:

• Training and onboarding new staff with a view to ensuring full competence on product range and processes.
• Vesting of new staff along with the line manager of the staff member.
• Design and implementation of training/upskilling content and programmes.
• Continuous upskilling of the Business Development Team on product and process changes and enhancements.
• Support financial planning and product engagements and delivery of technically correct content.
• Support and facilitate sales and distribution projects (knowledge / skills enhancements);
• Support product innovations and upskill the Business Development Team therein.
• Provide support (advice and product related) to line managers in client solutions, market advice and channels, business mix and competency practices.
• Update and develop the Business Development Team on financial planning related topics, along with the rest of the Technical Support Team.
• Service and support the Business Development Team and intermediary support structures with technical queries focusing on the solution range, processes and procedures and case problem resolution.
• Assist the Business Development Team with implementation of all industry related regulation (e.g. FAIS, FICA, COFI, etc.), along with the rest of the Technical Support Team.
• Undertake financial planning industry research to support the Business Development Team in intermediary education