Current Openings at Discovery Limited

Key Purpose

• To supervise team/s effectively, using standard processes to ensure the smooth and efficient running of the department.

Responsibilities and Objectives of this role

• The main purpose of this role is to manage the administration of all Discovery Invest products applicable to legal transfers i.e. Normal Transfers (Withdrawal and Retirement), Section 14 transfers, Section 50 transfers and Unit transfers.

Key Responsibilities

• Managing the Administration Team that is responsible for the processing of Section 14 & Section 50 transfers (Directive 135) and Normal transfers (Withdrawal and Retirement)
• Liaising with Compliance and Legal aid to make amendments to all documentation as Legislation requires.
• Handling of escalations/queries relating to Section 14 & Section 50 transfers and Normal transfers (Withdrawal and Retirement).
• Relationship building with our intermediaries and internal and external colleagues /clients
• Plan team resourcing
• Monitoring team performance and activities
• Ensure coaching and necessary training is provided to all staff.
• Regular feedback to sub-ordinates, as a minimum apply the documented performance management practice used by Discovery.
• Achieve targets agreed to between line manager and yourself, by using the resource allocated to you.
• Addressing staff performance and consequence management.
• Staff development, coaching and training
• Coordinate team meetings
• Ensure continual communication between management and the team.
• Ensure adherence to processes and procedures
• Make recommendations to enhance processes and system functions
• Ensure standard operating procedures are up to date and adhered to by all staff.
• Lead internal and external audits

Required Competencies

• Quality Orientation/Attention To Detail
• Planning and Organizing/ Work Management
• Customer service orientation
• Coping and dealing with Pressure
• Good communication skills
• Relationship building skills
• Results orientated
• Assertiveness
• Positive attitude
• Commitment
• Time management skills
• Analysing data, root causes and problem solving

Education

Preferred Qualifications:

• Matric
• A minimum of 3-6 years’ working experience in a Senior Administrative role within a LISP industry
• Extensive LISP administration and process knowledge in legal transfers i.e Section 14, Section 50 and Normal transfers.
• Knowledge and understanding of Long-Term Insurance Legislation, Penson Fund Act and Retirement Products.
• Knowledge and working experience in Discovery with relevant product knowledge as well as inter-departmental knowledge, knowing how the business fits together.

Experience using the following systems is an added advantage:

• Paradigm
• Compass

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Key Purpose of the role

• This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry. The successful candidates will be responsible for the administration and provision of support services to different business teams.

Areas of responsibility may include but not limited to

• Maintenance of accurate details and statistics related to queries received and resolved.
• Coordination of administration and routing of tasks and queries to correct departments and consultants.
• Manage required mailboxes and respond to queries within the agreed Service Level Agreement (SLA)
• Comprehensive management of queries received
• Log IT request for call retrievals
• Assist with the retrieval of call recordings.
• Identify sales opportunities

Personal Attributes and Skills

• Innovative/ critical thinking/ and problem-solving skills
• Good attention to detail and levels of accuracy
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritize and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• Service driven, a sense of urgency and a team player.
• Adapts to changing circumstances and handles criticism well and learns from it.
• Speaks fluently and writes in a well-structured and logical manner.

Education and Experience

• Grade 12 is essential.
• Maths (Minimum Level 4 – 50%)
• English (Minimum Level 4 – 50%)
• Maths Literacy (Minimum Level 5 - 60%)
• 2nd language (Minimum Level 4 – 50%)
• May have an incomplete tertiary (financial) qualification (advantage)

Specific Requirements:

• Not be engaged in post Matric studies or formal employment;
• Not have completed any previous Learnership.
• Be between the ages of 18 and 30 years;
• Have effective communication skills in the written & verbal English language;
• Possess basic computer skills mainly MS Excel & MS Outlook
• Only South African candidates by birth will be considered.
   

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Key Purpose

• To ensure quality service delivery to all stakeholders while adhering to Discovery’s SLA.

Areas of responsibility may include but not limited to 

• Self-motivated and pro-active
• Team player
• Assertive and has the ability to adapt to change
• Able to prioritise and work under pressure
• Very organised, positive, and service orientated
• Always maintains professional behaviour
• Attention to detail
• Uses listening skills to identify problems
• Receptive to clients’ complaints and queries

Education and Experience 

• Matric or equivalent qualification
• A tertiary qualification (preferably a degree or diploma), or in the process of completing a tertiary qualification.
• Minimum of 1 years’ worth of call centre experience with a strong focus on sales on retentions
• Excellent communication skills
• Proficiency in English
• MS Office skills
• FAIS accreditation highly advantageous

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Key Purpose

• We are seeking a highly skilled and experienced BI Actuarial Analyst that will be part of a team that delivers analysis to inform decision making in the business and monitor business performance across all areas of the company. The ideal candidate will conduct analysis based on business needs and design, develop, and optimize BI solutions that drive actionable insights.

Areas of responsibility may include but are not limited to

• Work closely with business and actuarial stakeholders to gather requirements and translate business needs into scalable BI solutions through analytical thinking.
• Solving ad-hoc analytical problems
• Design and develop BI solutions (ETL processes, data models, dashboards, reports) using enterprise BI tools and SQL.
• Optimize SQL queries for performance and ensure high data quality and integrity.
• Provide mentoring and support to junior BI developers.
• Collaborate with data governance and data quality teams to ensure compliance and data accuracy.
• Conduct root-cause analysis and troubleshooting on data issues and anomalies.
• Provide inputs on data extraction and transformation from core insurance systems (e.g., policy admin, claims, finance).

Skills and Knowledge:

• Programming (SQL, R), Power BI software and advanced Microsoft Office skills.
• Diagnostic information gathering.
• Analytical thinking.
• Thoroughness.
• Proven experience with BI tools such as Power BI, SSIS, SSRS.
• Solid understanding of data warehousing concepts and dimensional modelling.
• Business Intelligence
• Insurance experience is advantages
• Familiarity with cloud data platforms (e.g., Azure Synapse) 

Education and Experience

Education:

• Matric (Essential)
• Bachelor’s degree in actuarial science and/or mathematical statistics or strong mathematical/economics candidate (Essential)

 Minimum Experience:              

• 3 Years experience in any of the fields specified under essential qualification.

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Key Purpose

• Increase the sales of the product range through building relationships, superior client service and technical knowledge

Areas of responsibility may include but not limited to

• Increase the sales of the product range through building relationships, superior client service and technical knowledge.
• Developing and maintaining broker relationships.
• Review new business pipeline, follow-up and tracking.
• Issuing of quotations.
• Technical training of and ongoing product support to financial advisor.
• Dealing with queries and providing information on a range of sales and service issues.
• Liasing with internal departments on processing issues.
• Building relationships with internal departments to ensure superior service is offering to clients.
• Keeping up-to-date with competitor product and service offering and industry developments..
• Participating in proactive sales and marketing initiatives

Key Responsibilities

• Developing and maintaining broker relationships
• Review new business pipeline, follow-up and tracking
• Issuing of quotations
• Dealing with queries and providing information on a range of sales and service issues
• Liasing with internal departments to ensure superior service is offered to clients
• Keeping up-to-date with competitor product and service offering and industry developments
• Participating in proactive sales and marketing initiatives

Personal Attributes and skills

• Own insured transport, cellphone and drivers license
• Willingness to undertake business travel across South Africa
• Assertiveness
• Self-confidence
• Honest and ethical
• Resilience
• Perseverance
• Able to manage stressful situations
• Results driven
• Ability to work independently without supervision
• Self-Disciplined
• Able to influence and negotiate
• Persuasive
• Able to manage stress and stressful situations
• Results driven
• Ability to work independently without supervision
• Self-Discipline
• Able to influence and negotiate
• Persuasive
• Build strong relationships
• Use own initiative
• Decisiveness

Education and Experience

• NQF5 in Wealth Management of Financial Planning
• RE5 (Advantageous)
• Knowledge of underwriting process
• Broker consulting experience in the financial services industry
• An understanding of financial planning
• Knowledge of MS Office Suite
   

go to method of application »

Key Purpose

• Increase the sales of the product range through building relationships, superior client service and technical knowledge

Areas of responsibility may include but not limited to

• Increase the sales of the product range through building relationships, superior client service and technical knowledge.
• Developing and maintaining broker relationships.
• Review new business pipeline, follow-up and tracking.
• Issuing of quotations.
• Technical training of and ongoing product support to financial advisor.
• Dealing with queries and providing information on a range of sales and service issues.
• Liasing with internal departments on processing issues.
• Building relationships with internal departments to ensure superior service is offering to clients.
• Keeping up-to-date with competitor product and service offering and industry developments..
• Participating in proactive sales and marketing initiatives

Key Responsibilities

• Developing and maintaining broker relationships
• Review new business pipeline, follow-up and tracking
• Issuing of quotations
• Dealing with queries and providing information on a range of sales and service issues
• Liasing with internal departments to ensure superior service is offered to clients
• Keeping up-to-date with competitor product and service offering and industry developments
• Participating in proactive sales and marketing initiatives

Personal Attributes and skills

• Own insured transport, cellphone and drivers license
• Willingness to undertake business travel across South Africa
• Assertiveness
• Self-confidence
• Honest and ethical
• Resilience
• Perseverance
• Able to manage stressful situations
• Results driven
• Ability to work independently without supervision
• Self-Disciplined
• Able to influence and negotiate
• Persuasive
• Able to manage stress and stressful situations
• Results driven
• Ability to work independently without supervision
• Self-Discipline
• Able to influence and negotiate
• Persuasive
• Build strong relationships
• Use own initiative
• Decisiveness

Education and Experience

• NQF5 in Wealth Management of Financial Planning
• RE5 (Advantageous)
• Knowledge of underwriting process
• Broker consulting experience in the financial services industry
• An understanding of financial planning
• Knowledge of MS Office Suite