Performance Facilitator (JHB)

Momentum; Johannesburg; Hybrid; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Johannesburg is looking for an experienced Facilitator to enhance the skills of sales advisers and managers. This role requires a minimum of 7 years in learning facilitation, preferably within financial services. The ideal candidate will possess strong facilitation and communication skills, and be comfortable with hybrid working environments. Join a dynamic team that emphasizes innovation in learning delivery.

Qualifications

• 7+ years’ experience in learning facilitation, especially in corporate settings.
• Experience in financial services or B2C sales environment is essential.
• Valid Driver’s License and ability to travel within Gauteng.

Responsibilities

• Facilitate new-adviser onboarding and product knowledge sessions.
• Engage learners through adult learning principles.
• Collect and analyze learner data for insights.

Skills

Expert facilitation skills

Strong storytelling and communication skills

Sales and commercial acumen

Self-management and accountability

Empathy and maturity

Digital fluency

Administration and reporting

Education

National Diploma / Degree in Learning & Development, Human Resources or equivalent

OD-ETDP Practitioner qualification

Job description

Metropolitan is one of the oldest financial services brands in South Africa. With a 125‑year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa’s people through affordable financial solutions that create financial growth and security. Metropolitan operates in South Africa, but the brand is also present in 7 African countries including, Namibia, Botswana, Kenya, Ghana and Lesotho. Metropolitan provides financial wellness solutions that meet the needs of low‑income clients, including funeral insurance, health, savings, hospital cash‑back cover, retirement solutions and life insurance. www.metropolitan.co.za

Disclaimer As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

We are looking for a mature, experienced, and dynamic Facilitator to join our Gauteng Learning team – someone with the credibility, energy, and passion to inspire both new advisers and sales managers to reach their full potential.
Deliver impactful learning experiences that enable sales advisers and sales managers to improve advice quality, productivity, and leadership effectiveness by bridging technical learning with practical sales and management capability. The role fosters a conducive, engaging learning environment through interactive activities that encourage knowledge transfer and connect theory with real‑world workplace application.

Requirements

• 7+ years’ experience in learning facilitation, ideally including both adviser and management audiences within a corporate environment
• Experience in financial services, insurance, or a B2C sales environment (essential)
• Prior exposure to sales leadership, coaching, or management roles (advantageous)
• National Diploma / Degree in Learning & Development, Human Resources, or equivalent
• OD‑ETDP Practitioner qualification (preferred)
• Valid Driver’s License and ability to travel within Gauteng
• Comfortable with hybrid working, managing time and deliverables independently

Skills

• Expert facilitation skills (virtual & face‑to‑face)
• Strong storytelling and communication skills, and able to connect with learners at all levels
• Sales and commercial acumen – understands the full sales cycle and can translate this knowledge into practical learning that improves performance
• Self‑management and accountability – delivers without close supervision
• Empathy and maturity – relates to advisers and managers with credibility
• Digital fluency – comfortable with MS Teams, LMS platforms, and virtual engagement tools
• Administration and reporting – demonstrates disciplined administrative follow‑through by tracking learner progress, preparing feedback reports, and ensuring learning data and systems are accurate and current

Duties & Responsibilities

Learning Delivery

• Facilitate new‑adviser onboarding, product knowledge, systems training, and sales skills programmes
• Facilitate management capability sessions (e.g. leadership, coaching, business management)
• Apply adult learning principles to create an engaging, experiential learning environment
• Adjust facilitation techniques for diverse audiences and learning styles
• Use storytelling and real examples to bring content to life

Performance Enablement

• Reinforce post‑learning application through follow‑ups, coaching, and collaboration with Branch Managers
• Identify performance gaps and provide input into learning design and improvement
• Gather learner data and feedback; provide insights to the Learning Business Partner and design teams

Stakeholder Engagement

• Build strong relationships with learners and Branch Managers and L&D team members
• Act as a trusted adviser and subject‑matter facilitator in assigned regions
• Participate in innovation initiatives and continuously improve delivery quality

Operational Excellence

• Maintain accurate attendance, assessment, and competence records
• Adhere to all FSCA, FAIS, and Fit & Proper compliance requirements during assessments
• Ensure smooth execution of logistics in collaboration with the Learning Coordination team

Measures of Success

• Positive learner and stakeholder feedback (Net Promoter Score or equivalent)
• Post‑learning performance uplift indicators (sales results, retention, or quality)
• Effective hybrid facilitation (engagement metrics from virtual tools)
• Timely and accurate record keeping
• Collaboration feedback from peers and Learning Partners

Additional Responsibilities

• Partner with L&D and business leaders to ensure learning initiatives are aligned with performance and strategic goals
• Contribute to the development and continuous improvement of learning strategy and instructional design
• Monitor learning impact and provide actionable insights based on performance data and learner feedback
• Support innovation and continuous improvement in learning delivery, including the integration of AI‑enhanced and blended learning approaches
• Mentor junior facilitators and actively contribute to building team capability and confidence
• Recommend enhancements to learning programs based on data, feedback, and evolving business needs
• Champion innovative learning solutions that are scalable, relevant, and future‑focused

Competencies

• Demonstrates business insight to align learning initiatives with organisational goals.
• Engages in consultative conversations with stakeholders to co‑create impactful learning solutions.
• Applies data‑driven decision‑making and conducts impact analysis to measure learning effectiveness.
• Supports change enablement and contributes to leadership development through targeted learning interventions.
• Coordinates projects effectively, ensuring cross‑functional collaboration, timely delivery, and resource alignment.
• Can lead smaller projects from scoping to execution, managing timelines, resources, and stakeholder expectations.
• Collaborates with instructional designers to shape engaging and relevant learning experiences.
• Applies principles of adult learning theory to contribute meaningfully to curriculum design and development.
• Understands organisational dynamics and actively influences a positive and growth‑oriented learning culture.