Imagine a world where people live healthier, more enhanced and protected lives… A world in which each organisation is a powerful influencer and responsible corporate citizen, committed to being a force for social good. As a leading innovator in healthcare, wellness, insurance, investments, financial and life planning, Discovery works ceaselessly to...
Role Description
- The Outbound Consultant plays a key role in the Wills & Trust department by engaging prospective and existing clients through outbound calls. The primary responsibility is to call clients referred to the department and introduce the company’s Wills and Trust services, qualify client needs, and secure appointments for Testamentary Consultants. This role requires professionalism, strong communication skills, and the ability to build rapport quickly over the phone. The Outbound Consultant must maintain a professional and client-centric approach at all times, ensuring a positive first impression of the company.
Key Outputs / Job Responsibilities
- Prioritise and conduct outbound calls to prospective and existing clients regarding Wills, Trusts, and related estate planning services.
- Qualify leads and determines client suitability or readiness for specialist consultations.
- Secure and schedule appointments with Testamentary Consultant, ensuring diaries are well managed.
- Accurately capture and update client information on the Lead Management System (LMS).
- Follow compliance requirements and adhere to financial services regulations and internal policies.
- Meet daily/weekly/monthly call- and booking targets.
- Provide feedback on client interactions and highlight any trends or recurring client concerns.
Impact made by role:
- Client qualification: Deciding whether a client meets the basic criteria (interest, need, or eligibility) before directing them to a Testamentary Specialist.
- Booking management: Choosing appropriate time slots based on client availability and specialist diaries.
- Communication approach: Adjusting tone, script, and objection-handling strategies depending on the client’s responses and source of the lead
- Prioritisation: Deciding which leads to contact first (e.g., based on urgency, source, or system allocation).
- Escalation: Determining when to escalate client queries or concerns to a specialist or manager instead of handling directly.
- Client Experience: Often the first point of contact, shaping the client’s perception of the company’s professionalism and care.
- Revenue Generation: Directly influences the number and quality of appointments booked, which drives new business and departmental targets.
- Operational Efficiency: By accurately capturing client details and scheduling effectively, the role supports smooth workflow for specialists and reduces wasted time.
- Compliance & Risk Management: Ensures leads are contacted and documented in line with financial services regulations, minimizing reputational and regulatory risk.
- Team Success: Supports the department’s overall performance by meeting booking targets and maintaining high-quality lead conversions.
Job / Role Requirements
Work Experience
Required
- Previous experience in outbound calling, telemarketing, or client booking roles
- Preferred (would be advantageous)
- Experience in the Financial Services Industry
Education / Qualifications / Accreditations with Professional Body
Education / Qualifications Required
Technical Skills or Knowledge
Required
Skills
Level
- Excellent verbal communication and listening skills
- Relationship building
- Organising and time management
- Deadline driven
- Attention to detail
- Target-driven with resilience to work in a fast-paced, outbound calling environment.
- MS Office
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Key Purpose:
The successful applicant will be responsible for but not limited to the following job functions:
Assessing the case in relation to the following:
- Members clinical history
- Members benefit structure
- Clinical Information and coding supplied
- Level of care provided
- Appropriateness of the facility
- Appropriateness of the treating doctor
- Appropriateness of treatment
- Managing the benefit for the member and the risk for the relevant scheme through a thorough process to approve or decline Funding to ensure that the member gets the appropriate level of care
- Discharge planning by providing the member with alternatives to receive treatment (This includes Hospital @ Home, Homecare etc.)
Effective and accurate communication to all stakeholders:
- Case update to the provider
- Funding decisions and benefit confirmation to the members
- Request for additional information from the treating doctor or practice manager
- Engaging with Patient Services Manager and hospital staff
- Handling escalations from Providers and internal stakeholders
- Preparing and presenting complex case to clinical review
- Trend Analysis of inefficiencies and proposals to correct
- Appropriate internal case referrals for clinical management
Operational Targets:
- Attend to patients on daily report
- Review all low acuity admission requests
- Quality of processes
Education and Experience:
The following requirements are essential:
- Matric
- Must be a Registered Nurse
- Valid SANC Registration
- 3 years Clinical experience in a private hospital setting (ICU, Trauma/Casualty, Medical/General ward preferable)
- 2 years Managed health care experience
- Microsoft Office (Specifically Excel experience)
- Valid Driver’s License and own transport ( working hours are between 08:30 -17:00 & travel up to 50KM may be required)
- Effective Communication Skills (Verbal & Written)
- Telephone Etiquette
- Active Listening Skills
The following requirements are advantageous:
- 1 – 2 years ICU experience
- Knowledge of DH SOP’s and Process experience (internal only)
- Provider payment arrangements (internal Only)
- Clinical coding knowledge of ICD-10 and/or CCSA
Personal Attributes or Competency Profile
The Discovery Person
- Values Driven
- Optimistic
- Learns on the Fly
- Resilient
- Instils Trust
- People Savvy
- Drives Results
- Problem Solver
go to method of application »
Key Purpose
- The successful applicant will support the Performance Services Department with day to day HR administration and will be an integral part of the Performance Services Team assisting with, but not limited to the following: Recruitment administration, HR Administration, Reporting, Data Capturing, Filing, Project Administration etc. Be an ambassador for Discovery Health Performance Services
Key outputs
The successful applicant will be responsible for but not limited to the following job functions:
- Recruitment administration,
- HR Administration,
- Reporting,
- Data Capturing,
- Filing,
- Project Administration etc.
- Be an ambassador for Discovery Health Performance Services
Competencies and Skills
Behavioural Competencies
- Strong focus on Service Excellence.
- Takes Initiative.
- Process and Task driven.
- Attention to detail.
- Uses discretion when dealing with confidential correspondence/information
- Manages time effectively.
- Works in a systematic, methodical and orderly way, within strict SLAs.
- Works productively in a pressurized environment
Knowledge
Discovery Health processes
Skills
- Excellent verbal and written communication skills;
- Interpersonal skills
- Strong Relationship skills.
- Strong Collaboration skills.
Personal Attribute and Skills:
- Customer Centric
- Empathetic
- Numerical
Education and Experience
Minimum Requirements:
- Matric (minimum of 50% for English & Maths/ Accounting)
- Theory portion of a Human Resource related qualification through a TVET college
- Student requiring 18 month practical to complete their qualification
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Key Purpose
- The Work-Integrated Learning (WIL) HR Learner is a fixed-term, structured learning and development opportunity designed to provide hands-on HR experience. The role supports various HR functions while aligning theoretical knowledge with practical workplace exposure, as part of the learner’s qualification requirement.
Areas of responsibility may include but not limited to:
- Talent Acquisition Support,
- HR Administration,
- Reporting,
- Data Capturing,
- Filing,
- Project Administration
- HR Projects & Events
Personal Attributes and Skills
- Strong Relationship skills.
- Strong Collaboration skills.
- Strong focus on Service Excellence.
- Takes Initiative.
- Process and Task driven.
- Attention to detail.
- Uses discretion when dealing with confidential correspondence/information.
- Manages time effectively.
- Works in a systematic, methodical and orderly way, within strict SLAs.
- Works productively in a pressurized environment.
- Customer service oriented
Education and Experience
Essential
- Matric/ Grade 12.
- Completed (N6) in Human Resources at TVET Colleges
- Highly proficient in Microsoft Office
Advantageous
go to method of application »
Key Purpose:
The successful applicant will be responsible for but not limited to the following job functions:
Assessing the case in relation to the following:
- Members clinical history
- Members benefit structure
- Clinical Information and coding supplied
- Level of care provided
- Appropriateness of the facility
- Appropriateness of the treating doctor
- Appropriateness of treatment
- Managing the benefit for the member and the risk for the relevant scheme through a thorough process to approve or decline Funding to ensure that the member gets the appropriate level of care
- Discharge planning by providing the member with alternatives to receive treatment (This includes Hospital @ Home, Homecare etc.)
Effective and accurate communication to all stakeholders:
- Case update to the provider
- Funding decisions and benefit confirmation to the members
- Request for additional information from the treating doctor or practice manager
- Engaging with Patient Services Manager and hospital staff
- Handling escalations from Providers and internal stakeholders
- Preparing and presenting complex case to clinical review
- Trend Analysis of inefficiencies and proposals to correct
- Appropriate internal case referrals for clinical management
Operational Targets:
- Attend to patients on daily report
- Review all low acuity admission requests
- Quality of processes
Education and Experience:
The following requirements are essential:
- Matric
- Must be a Registered Nurse
- Valid SANC Registration
- 3 years Clinical experience in a private hospital setting (ICU, Trauma/Casualty, Medical/General ward preferable)
- 2 years Managed health care experience
- Microsoft Office (Specifically Excel experience)
- Valid Driver’s License and own transport ( working hours are between 08:30 -17:00 & travel up to 50KM may be required)
- Effective Communication Skills (Verbal & Written)
- Telephone Etiquette
- Active Listening Skills
The following requirements are advantageous:
- 1 – 2 years ICU experience
- Knowledge of DH SOP’s and Process experience (internal only)
- Provider payment arrangements (internal Only)
- Clinical coding knowledge of ICD-10 and/or CCSA
Personal Attributes or Competency Profile
The Discovery Person
- Values Driven
- Optimistic
- Learns on the Fly
- Resilient
- Instils Trust
- People Savvy
- Drives Results
- Problem Solver
go to method of application »
Key Purpose
- To lead the talent ambition of attracting and recruiting the absolute best person for every role at Discovery
Areas of responsibility may include but are not limited to
- Benchmark and design best in class acquisition strategies, processes and systems in partnership with Heads of People, Center of Excellence/Expertise (COE) and business leaders.
- Lead the talent acquisition and employer brand function working in close collaboration with Heads of People and Business Leaders to support them in shaping their acquisition and employer brand strategies.
- Enable a memorable high quality candidate experience through the acquisition process: leverage data and feedback from surveys to continuously improve on the experience,
- Elevate the company’s visibility as the employer of choice through amplifying the talent brand and EVP using the relevant sourcing and attraction channels.
- Lead the talent acquisition function, COE and business teams to be brand ambassadors, identifying opportunities to build the Discovery brand;
- Source and implement relevant tools to ensure the engagement of passive and active candidates for current and future business needs.
- Develop and utilize metrics and reporting to ensure productivity and effectiveness of recruiting efforts.
- Identify and manage external vendors and suppliers for candidate sourcing for the organization; contribute to vendor and agency selection contract negotiation and relationship management.
- Build strong and dynamic relationships with the business and guide them on the agreed process and governance in place.
- Lead and support the center of expertise specialists and Business Unit Acquisition/Recruitment team members in building their capability, supporting growth and development.
Key Competency Areas:
- Values Driven
- Committed to integrity and ethics in business
- Behaves consistently with Discovery Values
- Optimistic
- Motivated by a positive future
- Energized by challenges
- Learn on the Fly
- Embraces the unfamiliar
- Experiments to find solutions
- Resilient:
- Recovers quickly from setbacks
- Grows from negative experiences
- Instills trust
- Follows through on commitments
- People Savv
- High EQ with low ego
- Works well with internal and external stakeholders
- Drives Results
- Energizes self and others to achieve
- Consistently exceeds goals
- Problem Solver:
- Looks beyond the obvious
- Find sustainable solutions
Personal Attributes and Skills
- Personally credible: Builds and delivers professionalism through combining commercial and HR expertise to bring value to the organization, stakeholders and peers:
- Consider how best to add value and ensure own expertise is sufficiently developed to do so.
- Shows enthusiasm to broaden own experience, knowledge, skills and self-insight
- Passes on own skills to others, sharing knowledge and experience readily.
- Accepts and acts on feedback on own performance, reacting appropriately to both constructive criticism and praise.
- Offers sensible, impartial advice and is considered as wise counsel.
- Role Model: Acts with integrity, impartiality and independence, balancing personal, organization and legal parameters.
- Has a deep sense of own core values and operates within personal boundaries.
- Consistently acts according to organizational and legal principles and agreed processes
- Delivers to expectations and promises
- Accepts responsibility and takes remedial and developmental action when mistakes are made.
- Deals with personal data and information in a highly professional manner and within the boundaries of relevant legislation.
Education and Experience
- Relevant 3-year degree and / or post graduate qualification
- Minimum 7- 10 years recruitment experience
- Proven experience and successful track record in leading a Recruitment and/or Talent Management function
- Experience in formulating talent acquisition strategies, processes and systems
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Key purpose
- To achieve targets that will grow Discovery Gap. Build the brand and ensure that clients engage our range of products and benefits and experience our shared value offering and get client to be healthier.
Key Outputs
The successful individual will be required to perform on, but not limited to the following key outputs:
- Consistently achieve monthly sales and activations target set by the business
- Capture all client application information accurately on the system
- Based on client profile ensure that correct products are sold to clients
- Meet all Productivity requirements
- Meet all Quality and Compliance requirements
- Successfully complete all ongoing assessments
Personal attributes and skills
The successful individual will be required to demonstrate the following competencies:
- Target Driven
- Team Player
- Goal orientated
- Self-motivated
- Ability to perform under pressure
- Adapt to change
- Persuasiveness
- Resilience/Tenacity
- Sound Time Management
- Self-managed
- Attention to detail
- Ability to learn quickly and apply knowledge
- Speak fluently (accent neutral) English/Afrikaans
- PC literacy, email, word, excel
Qualification & Experience
Essential
- Matric
- At least 1- 2-years sales experience, preferably in an outbound telesales environment
- NQF5 and RE5 qualification
- Tertiary qualification would be an advantage
- PC literacy, email, word, excel
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- Identifying sales opportunities.
- Answering inbound calls timeously and making required outbound calls
- Co-ordination of own administration
- Identifying sales opportunities
- Maintaining accurate details and statistics of all queries
Key purpose
- This position is based in the Discovery Connect Sales call centre, and reports to the sales team leader. The successful individual will be required to conduct Discovery Insure telesales.
Key Outputs
The successful individual will be required to perform on, but not limited to the following key outputs:
- Achieve Insure Sales target
- Communication to members telephonically via fax and email
- Attending to general administration
- Conduct Financial Needs Analysis
- Achieve quality target
- Overcome objections
- Adhering to service level agreements
Personal attributes and skills
The successful individual will be required to demonstrate the following competencies:
- Target Driven
- Team Player
- Goal orientated
- Self motivated
- Ability to perform under pressure
- Adapt to change
- Persuasiveness
- Resilience/Tenacity
- Sound Time Management
- Self managed
- Attention to detail
- Ability to learn quickly and apply knowledge
- Speak fluently (accent neutral) English/Afrikaans
Qualification & Experience
- Matric
- At least 2 years sales experience, preferably in an outbound telesales environment
- Minimum 2 years short-term product knowledge, Discovery Insure Knowledge is an advantage
- PC literacy, email, word, excel
- Tertiary qualification an advantage
- NQF5 and RE5 qualification
go to method of application »
Key Purpose
- The main purpose of this role is to use analytics skills to optimise distribution channel remuneration and analyse churning experience.
Responsibilities
The successful applicant will be responsible for but not limited to the following broad job functions
- Analyse adviser and franchise net business flows to optimize distribution recognition and remuneration structures, including commissions, trail fees, franchise production-based recognition, franchise fees, and share allocation arrangements. This includes assessing the alignment between remuneration paid and the value of business retained, with a view to ensuring remuneration structures appropriately reflect sustainable business outcomes and fairly earned rewards.
- Monitor and analyse adviser replacement and churning behaviour across products, providing insights and recommendations on the effectiveness of retention and replacement rules and their impact on remuneration structures.
- Contribute to product innovation and development, using data analysis and experience investigations to support product design, pricing, and strategic decision-making, especially with regards to optimizing distribution remuneration and persistency experience.
- Provide ongoing actuarial and analytical support in resolving production-related queries, technical issues, and business challenges.
- Apply actuarial expertise to complex and non-standard business problems, delivering innovative and commercially sound solutions.
- Develop and maintain management information (MI) dashboards and data visualisation solutions that enable senior management to make informed decisions regarding retention, distribution, and recognition strategies.
- Support strategic data analytics initiatives, with scope to expand into broader business intelligence, predictive analytics, and decision-support projects as business needs evolve.
- Executive Communication, translating deep mathematical concepts and observed trends into clear, actionable advice
Education and Experience
Essential
- Recently qualified Fellow actuary or nearly qualified.
- 5 – 10 years’ Invest, Life insurance or other relevant financial industry experience
- MS Excel – Proficient
- Database experience (SQL)
- Data visualization software (e.g. Tableau)
Advantageous
- Industry experience applying ML/ regression models in analytics
- Experience with statistical software (R and/or Python)
- Previous systems implementation or software testing experience
- Programming experience and understanding. (e.g. VBA)
Required Competencies
- Self-starter able to show initiative and drive projects to completion with guidance.
- Applying Expertise and Technology
- Analysing
- Creating and Innovating
- Working with People
- Strong communication skills
go to method of application »
Key Purpose
- The successful applicant will support the Performance Services Department with day to day HR administration and will be an integral part of the Performance Services Team assisting with, but not limited to the following: Recruitment administration, HR Administration, Reporting, Data Capturing, Filing, Project Administration etc. Be an ambassador for Discovery Health Performance Services
Key outputs
The successful applicant will be responsible for but not limited to the following job functions:
- Recruitment administration,
- HR Administration,
- Reporting,
- Data Capturing,
- Filing,
- Project Administration etc.
- Be an ambassador for Discovery Health Performance Services
Competencies and Skills
Behavioural Competencies
- Strong focus on Service Excellence.
- Takes Initiative.
- Process and Task driven.
- Attention to detail.
- Uses discretion when dealing with confidential correspondence/information
- Manages time effectively.
- Works in a systematic, methodical and orderly way, within strict SLAs.
- Works productively in a pressurized environment
Knowledge
- Discovery Health processes
Skills
- Excellent verbal and written communication skills;
- Interpersonal skills
- Strong Relationship skills.
- Strong Collaboration skills.
Personal Attribute and Skills:
- Customer Centric
- Empathetic
- Numerical
Education and Experience
Education:
- Matric (English at 50% and above)
- Highly proficient MS Office Skills
- N4, N5, N6- TVET Human Resources Qualifications
- Qualification must have been completed within the last 18 months
Experience
- No work expereince needed.
- Compulsory insituttion letter for 18 months practical experience
Advantageous
- Relevant Qualification from a TVET College
Method of Application
Use the link(s) below to apply on company website.
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