Business Unit: Sales & Distribution
Function: Learning (Development & Training)
Date: 11 Aug 2025
Learning and Development Consultant
Discovery Institute of Training
Sandton
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.
Job Purpose
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.
Key Outputs may include but are not limited to:
- Conduct regular financial planning, practice management, product/systems and where relevant, human skills training sessions to Financial Advisors, Broker Consultants, IFA’s and any other necessary sales and distribution roles
- Conduct business needs analysis to determine training requirements to drive business and individual (DFc,BCs, DCs) performance
- Conduct research, develop and implement advanced fit for purpose workshops or training programs aligned to business requirements.
- Managing of stakeholders at all levels to support and deliver on Franchise/Business unit specific learning requirements
- Monitor and evaluate the effectiveness of training to ensure optimal learning and development
- Provide mentoring and coaching to team members within the Division
- Consider strategic alignment when co-creating learning solutions with the business area(s) ensuring the future learning needs of the business are met.
- Drive innovative and disruptive learning experiences, incorporating industry leading best practice, to enable the salesforce to meet the changing business priorities and challenges in terms of future skills and capabilities.
- Ensures continuous development of knowledge and skills related to products, financial planning and incorporates this into learning interventions
- Develop professional internal and external collaborative relationships to ensure that the business needs are constantly met, and continuous feedback is provided.
- Monitor, track and evaluate the success of learning initiatives/deliverables and recommend improvements to enable successful business solutioning/execution
- Analyse local and international trends, using insights to support the forecasting of future changes in the Financial Services industry.
- Use expert knowledge of learning principles to ensure that learning relevant, retained, and fit for purpose
- Maintain a high level tech and facilitation skill, both the physical and virtual classroom
- Travel as and when required to conduct the training
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.
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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.
Competencies:
- Passion for financial planning and the financial services industry
- Continuously gains ongoing knowledge about products and financial planning to operate on an expert level
- Takes initiative and works under own direction
- Takes responsibility for actions, projects and people
- Motivates and empowers others
- Upholds ethics and values; demonstrates integrity.
- Easily establishes good relationships with customers and relates well to people at all levels.
- Gains clear agreement and commitment from others by persuading,
- Consistently achieves all goals.
- Works hard and puts in longer hours when it is necessary.
- Analytical Thinking Ability: ability to split a task or problem into its component parts and use these in a logical and systematic manner to reveal all the implications of the consequences of situations.
- Communication Skills: able to communicate clearly both verbally and in writing.
- Reporting Skills: ability to consolidate information and compile reports reflecting the necessary relevant information
- Ability to communicate logically and objectively are essential components of this role.
- Assertiveness coupled with flexibility and adaptability.
- A quality orientation with acute attention to detail.
- Retain a formal and professional manner.
- Well organised
- Excellent facilitation skills
- Conflict Management
- Expresses opinions, information and key points of an argument clearly.
- Makes rational judgments from the available information and analysis.
- Probes for further information or greater understanding of a problem.
EMPLOYMENT EQUITY
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.