Description
Support region in terms of learning needs

• Plan and update regional training schedules according to region’s expressed needs and budget
• Perform regional needs analysis to identify performance gaps and proposed appropriate solutions
• Coach sales on identified performance gaps as per request from regional manager
• Calculate return on learning investments on request.

Implement learning intervention

• Prepare for event as per lesson plan and   learning content
• Facilitate the learning intervention according to lesson plan and TCF principles
• Report errors on learning material to moderator to correct

Assess learners

• Prepare learners for assessments
• Invigilate and mark assessments
• Provide support to learners “not yet competent”
• Provide assessment feedback to learners
• Report on errors on assessment to moderator to correct

Manage learning processes

• Complete and record attendance register
• Complete and record learner results
• Complete and record facilitator report

Design learning material 

• Collate relevant course content
• Develop learning material as per set requirements 
• Submit learning material to line manager for moderation and approval

TCF

• Treat learners fairly when facilitating learning
• Treat learners fairly when they are assessed

Requirements
FORMAL EDUCATION

• Relevant Tertiary qualification- BCOM Degree
• Occupational Directed Education Training and Development Practitioner Qualification (ETDP) or equivalent 

 TECHNICAL/LEGAL CERTIFICATION 

• Assessor scope with INSETA will be an advantage – this means the job incumbent must have industry experience and a relevant qualification e.g. Wealth Management NQF 5
• Certified Financial Planner as an added advantage
• Valid driver’s license

EXPERIENCE  

• 2 years training and development
• 2 years in the insurance industry
• 1 year facilitation