EXPERIENCE:

• A minimum of 2-3 years experience in the financial services industry. Preferably in a client-facing role as a Financial Advisor or Broker Consultant.
• Knowledge of Adult learning principles
• Training or facilitation experience is an added advantage.
• Financial planning and soft skills/ sales skills knowledge and experience in a learning context
• 2 years experience with dealing with complex projects ( end -to-end)
• Related BCOM degree
• CFP qualification or NQF 6 financial planning qualification will be considered if additional experience is present.
• Training qualification (Train The Trainer or ETDP) - an added advantage
• Sound working knowledge of Discovery products suite ( Life, Invest, Health, Insure , Bank and Vitality) will be an added advantage.

Training of Financial Advisors, Broker Consultants, and Independent Financial Advisers through first level initial support, through to development and ongoing proficiency training sessions. This role involves partnering with key stakeholders to proactively identify learning requirements aligned to franchises/business objectives.