Tanya Vosloo Email & Phone Number

Auckland, New Zealand

Auckland, New Zealand

Facilitation: Technical and soft-skill hybrid training delivery for Sales & Service Contact Centre inductions (up to 23 learners per intake - face-to-face and virtual)Content creation: Development of supplementary materials including presentations and QRG's.Stakeholder Engagement: Stakeholder engagement across the business with several support resources, team leaders and management to ensure operational delivery, achievement of outcomes and staff performance and pastoral support.

Auckland, New Zealand

Project: Introduction of new CRM (Salesforce)• Lead trainer, facilitating face-to-face and online end-user training for adoption of new CRM system – trained 130 staff members from July 2023 for successful go-live in October 2023• Needs analysis, content creation, facilitation, and evaluation in conjunction with Project Change Manager in alignment with ADKAR Change methodology• Managing training calendar and scheduling with Workforce PlannerProject: Development of NZCFS Level 5 Equivalent for nib Nominated Representatives• External stakeholder engagement for developing storyboards into modules to bring nib’s NZCFS Level 5 equivalent to life in line with NZQA requirements• Managing and tracking completion of modules on the nib LMS• Ensuring all Nominated Representatives completed and complied with the obligations set out under FSLAA 2019 and the Code of Professional Conduct for Financial Advice Services Project: Redesign of nib external adviser accreditation programme• Engaging with business stakeholders and SME’s for storyboard refinement and accreditation strategy• External stakeholder engagement for module development and agent LMS implementationAdditional Duties:• General onboarding for all new starters – facilitated monthly, one-day, face-to-face onboarding workshops to introduce new staff members to company values, strategies, and operations – a day of ‘Painting yourself green’• Contact Centre Sales Onboarding – facilitated week-long onboarding and induction programme with a bespoke focus on sales conversations and value add following recruitment intakes• Assignment and tracking of LMS modules for new starters• Development and delivery of monthly online compliance workshops for Nominated Representatives• LMS Management – assigning of learning modules, updating of module content, reporting• One-on-one coaching for staff members completing their NZCFS Level 5 qualification• Coordination and scheduling of external training as required

Auckland, New Zealand

Project: Upskilling of 700 financial advisers across NZ to acquire the NZCFS Level 5• Training needs analysis across technical and non-technical skills to establish most suitable learning pathway for each learner profile to complete the qualification• Enrolled 700 financial advisers across several qualification providers including PIQ, ANZIIF, Strategi, Open Polytech• Ongoing group and one on one coaching and mindset support to ensure qualification completion across all learner profiles• Content creation for ongoing coaching sessions• Database management and reporting of results across several pathways for 700 learners

Albany, Auckland, New Zealand

Academic course coordination including:• Course calendar planning,• Venues, course materials and facilities coordination,• Student enrolments,• Facilitator liaison,• Course communication,• Completion tracking on LMS,• Unit standard reporting to the NZQA

Auckland, New Zealand

My role oversaw a variety of functions for an integrated financial advice provider on New Zealand's North Shore.Compliance:- ILG's Compliance Officer and have completed the Compliance Officer Course at the NZQA-approved Strategi Institute. - Responsible for the preparation, overseeing and staff training around compliance in anticipation of the new regulatory regime in the financial advice industry. This part of my role saw me writing, implementing and overseeing policies, procedures and controls, as well as testing and quality assurance of processes.Marketing, Media, Communications:I developed and maintained ILG's social media presence and ongoing strategy. I was also responsible for events management and have arranged and managed several events, including golf days, home buyer's information evenings, internal staff events and seasonal events such as the procurement and distribution of Christmas gifts to clients and arranging our annual internal Christmas function. I was also responsible for the content, design and distribution of our company newsletter and other external campaigns via MailChimp.I have developed and implemented a full Customer Care Programme and integrated it with a charitable giving programme linked to brands like Trees That Count and Kiwiharvest. I have also recently improved our Customer Care Program with an NPS Survey Programme and am working towards an increased value proposition for our clients.Internal Communications:I was the front runner of internal communications and office culture, maintaining the lively and energetic culture of the business through various staff initiatives.Human Resources:I was involved in several People & Capability functions, including:- Staff reviews- Setting and maintaining of Professional Development Plans- Point of Liaison for all staff members for upskilling to the required Level 5 qualifications- Management of Continuous Professional Development (CPD) planning and record keeping.

Auckland, New Zealand

National academic and operational role, responsible for:• Managing the planning, development, moderation and delivery of course material• Ensuring that all processes adhere to the requirements of the CHE, NQF and SAQA standards• Managing material for four private higher education providers• Transferring and designing content for Blackboard Learn in collaboration with an Instructional Design team• Managing all academic content for several modules running in various cyclesAcademic management scope of responsibility:• Ensuring continuous content review• Managing the content development process• Sourcing, appointing, briefing and managing material and content developers• Performing quality assurance and moderation of material• Acting as a central point for academic queries and guidance• Overseeing external moderator sourcing and appointments• Developing and implementing module and programme purposes, outcomes, objectives and teaching and learning requirementsOperational management scope of responsibility:• Information management for qualification accreditation and re-accreditation purposes• Implementation, management and feedback of moderation, ensuring constant teaching and learning development• Drafting of Lecturer appointment requirements and providing approval for the appointment of new lecturers• Tracking and reporting on student evaluations• Tracking and reporting of programme and module success rates• Managing and coordinating material implementation at a national level• Lecturing• Content preparation, structuring, ensuring interactive delivery, and student orientation• Communicating with co-lecturing team to ensure collaborative teaching• Implementing various assessment techniques• Marking of assessments: formative and summative• Conducting internal moderation• Performing annual review of subject material• Providing academic support and conducting student consultations• Developing and assessing learning materials

Johannesburg Area, South Africa

National academic and operational role, responsible for:• Planning and managing the development, moderation and delivery of course material• Ensuring that processes adhere to the requirements of the CHE, NQF and SAQA standards• Securing high quality lecturer appointments• Monitoring module performance across programmes

Johannesburg Area, South Africa

• Preparation of lecturing material• Lecture planning and delivering of lectures to student groups of between 15 – 120 pax.• Assessing, developing and moderating course material• Structuring student orientation and consultation• Ensuring that learning interventions are interactive and engaging

New Zealand Certificate In Financial Services Level 5, Residential Property Lending

Ba Honours, Brand Leadership And Management

Bachelor Of Arts (B.A.), Communication, General

Activities and Societies: Golden Key International Honors Society

Matric, 12