Job Description

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.lam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.
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.
The position will ideally be based at the Sanlam Head Office in Bellville, but we will only consider the regional office in Gauteng as an alternative option to Bellville.
What will make you successful in this role?
This role is responsible for:

• Participate in the research and development of practice development strategies, appropriate tools, templates and processes that can be used in the growth of the intermediary's business practice
• Participate in relevant committees and forums to influence governance principles, policies and frameworks
• Collaborate closely with internal and external stakeholders (practice development, sales, product providers and professional bodies)
• Assessing instructional needs within the business and identifying applicable solutions to enhance learning
• Design, develop, and deliver learning programme in alignment with business strategy.
• Development of instructional content used to support online, blended, face-to-face, and online self-paced training programs.
• Translate complex financial planning concepts into practical, adviser-ready learning experiences that directly support practice management, development and business growth.
• Providing support to the business by integrating technology into the curriculum and working with the business to successfully implement learning technologies.
• Reporting and Analytics

The role will further support with:

• Scoping and managing research and design projects as and when required
• Designing training workshops in relation to content, structure, and process
• Rolling out of new training including pilots and train-the trainer sessions
• Maintaining, updating, and reviewing of existing training content

Qualification and Experience

• Relevant B Degree
• A relevant professional qualification (e.g., Instructional Design Qualification) will be advantageous
• E-Learning / Graphic Design experience is recommended
• CFP qualification will be advantageous
• Minimum 5 years' experience in Consultancy and/or Broker Practice
• GenAI as it applies to learning and practice development is recommended
• Assessor / Moderator certification is recommended

Knowledge and Skills

• Computers and peripheral devices
• Win and Mobile OS, MS Office, Exchange
• Moodle: LMS
• Video and web conferencing, multimedia, learning management system and LxP, and other applications (Adobe CS, Captivate, Articulate, etc.).
• Articulate, Camtasia, AVS, Raptivity, SnagIt, Flipping Book, SAP Productivity
• Relevant broker consultant and broker practice management experience (sales processes, client relationship management, best practice)
• Data analytics and Insights
• E-Learning and blended learning development
• Training assessment and evaluation
• Training Needs Analysis processes
• Financial Services Product Knowledge (Sanlam and competitors)
• Relevant regulatory legislation and compliance knowledge
• Full understanding of the different training qualification frameworks
• Sanlam sales and advice processes
• Research methodology
• Project management

Core Competencies

• Customer Focus
• Collaborate
• Innovation
• Results Driven
• Resilience

Personal Attributes

• Excellent communication skills (verbal and written)
• Detailed minded
• Relationship building and networking
• Structured and good planning skills/co-ordination skills
• Innovative and problem solver
• Decision quality
• Technical professional skills
• Presentation skills
• Influencing ability
• Coaching mindset
• Continuous learning

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 applications is 2 October 2025.
• The 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.

Skills Required