Who are we?
SanlamConnect 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 with Sanlam. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.
What will you do?
This is a specialist role, which is responsible for research, design and development of training content and related workshop material in support of client and / or business requirements and with specific focus on alignment with relevant financial services legislation.
What will make you successful in this role?
This role is responsible for :
- Design, develop, and deliver learning programme in alignment with business strategy.
- Providing support to the business by integrating technology into the curriculum and working with the business to successfully implement learning technologies.
- Assessing instructional needs within the business and identifying applicable solutions to enhance learning
- Development of instructional content used to support online, blended, face-to-face, and online self-paced training programs.
- Participate in relevant committees and forums to influence governance principles, policies and frameworks
- Collaborate closely with internal and external stakeholders (practice development, sales, and product teams) to ensure content reflects current business priorities, campaigns, and CRM tools.
- Translate complex financial planning concepts into practical, adviser-ready learning experiences that directly support practice development and business growth.
Reporting and Analytics
The role will further support with :
Scoping and managing research and design projects as and when requiredDesigning training workshops in relation to content, structure, and processRolling out of new training including pilots and train-the trainer sessionsMaintaining, updating, and reviewing of existing training contentQualification and Experience
Relevant B DegreeA relevant professional qualification (e.g., Instructional Technology / Design Qualification) will be advantageousE-Learning / Graphic Design experience is recommendedCFP qualification will be advantageousPractice Development experience will be advantageousAssessor / Moderator certification is recommendedKnowledge and Skills
Computers and peripheral devicesWin and Mobile OS, MS Office, ExchangeMoodle : LMSVideo and web conferencing, multimedia, learning management and lecture capture systems; courseware development in HTML, Flash, web authoring, desktop publishing and other applications (Adobe CS, Captivate, Articulate, etc.).Articulate, Camtasia, AVS, Raptivity, SnagIt, Flipping Book, SAP Productivity, Handbrake, Visio Photoshop, Notepad, SPPAdult Learning Principles and different learning styles / typesE-Learning and blended learning developmentTraining assessment and evaluationTraining Needs Analysis processesFinancial Services Product Knowledge (Sanlam and competitors)Relevant regulatory legislation and compliance knowledgeFull understanding of the different training qualification frameworksSanlam sales and advice processesResearch methodologyProject managemenCore Competencies
Customer FocusCollaborateInnovationResults DrivenResiliencePersonal Attributes
Excellent communication skills (verbal and written)Detailed mindedRelationship building and networkingStructured and good planning skills / co-ordination skillsInnovative and problem solverDecision qualityTechnical professional skillsPresentation skillsInfluencing abilityCoaching mindsetContinuous learningTurnaround time
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.The closing date for applications is 28 October 2025The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.Build a successful career with us
We’re 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.
Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. 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.
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