Training & Quality Specialist: Sanlam Direct Cape (PG 9)

Training & Quality Specialist: Sanlam Direct Cape (PG 9)

Date: 22 Jan 2025

Location: Bellville, Western Cape, ZA

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

Responsibilities

1. Trainer:
   • Training & Vesting of new Sales Consultants
   • Identify need, analyse, propose and develop appropriate solutions
   • Compile (create) training material & manuals for new, existing and enhancements of products, systems and business rules.
2. Quality Assessment:
   • Monitor & evaluate calls
   • Compiling reports on calls evaluated
   • Identify and action areas of development through quality interventions
   • Call audits
   • Assist with mentoring and coaching Quality Assessors

What will make you successful in this role?

Qualification & experience

• Grade 12
• Relevant tertiary qualification e.g. Teaching Diploma, Training Qualification (advantageous)
• Relevant qualification to ensure candidate meets FAIS Fit & Proper requirements:
• Long-term or Short-term Qualification: Personal lines
• RE5 Exam (advantageous)
• 2-3 years Financial services experience
• Call centre, customer service experience and knowledge
• Previous experience in Training/Teaching will be advantageous

Knowledge and skills

• Knowledge of Financial Services Products & Legislation of STI and or LTI
• Strong coaching and presentation skills

Personal attributes

• Plans and aligns
• Action Oriented
• Treating customers fairly (TCF)

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

Turnaround 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 all applications is Friday, 31st January 2025.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.