Fresh Jobs at Discovery Limited

Key Purpose

• To lead and manage all joint finance functions across both insurance and non-insurance business lines, including but not limited to VAT, budgeting, financial reporting, and regulatory compliance. The primary focus of this role is to drive automation and implement efficiencies within financial processes, ensuring streamlined operations and enhanced control across all areas of the business.

Areas of responsibility may include but are not limited to

Finance Reporting efficiencies and controls

• Drive automation initiatives to improve accuracy, speed, and efficiency of financial processes.
• Identify and implement process improvements across VAT, reporting and regulatory submissions.
• Ensure robust financial controls are in place and continuously improved.
• Conduct regular reviews with cost centre managers to maintain financial discipline 

Budgeting & Tax Compliance

• Involved in budgeting process across all lines of business.
• Monitor and report on budget performance.
• Manage VAT and Income tax compliance and reporting across multiple business units.

Reporting & Analysis

• Prepare and analyse monthly financial reports across all entities.
• Ensure timely and accurate month-end and year-end reporting.
• Support the preparation of Board packs and strategic financial presentations.
• Review and improve financial reconciliations and reporting tools. 

 Stakeholder Engagement

• Liaise with external regulatory bodies including Prudential Authority, NCR,  SASRIA, and SARB.
• Collaborate with external auditors and internal stakeholders to ensure compliance and transparency.
• Represent finance in cross-functional projects aimed at improving business-wide efficiency.

Knowledge and Skills

• Advanced financial acumen and analytical skills.
• Strong understanding of both insurance and non-insurance financial environments.
• Proven experience in implementing automation and process improvements.
• Excellent communication and leadership capabilities.
• Proficiency in financial systems and tools.

Education and Experience

Education:

• Matric (Essential)
• BCom/Accounting qualification (Essential)
• Chartered Accountant (Advantageous)

Experience:

• 3–5 years financial experience (Essential)
• 2–3 years in a leadership role (Essential)
• Experience across multiple industries (Advantageous)

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Key Purpose

• Plan, execute and finalise maintenance and building facilities projects according to strict deadlines and within budget. This includes acquiring resources and coordinating the efforts of team members and third party contractors or consulting in order to deliver projects to plan. Responsible to oversee Discovery`s buildings with regards to civil and building services, plumbing, painting, carpentry, flooring pest control, etc.  

Areas of responsibility may include but not limited to

Maintenance strategies

• Ensure Maintenance strategies are carried out to building, building civils works and relevant equipment and services. [preventative, reactive, statutory, condition]
• Plan, develop/create and conduct preventative maintenance to equipment and new equipment.
• Conduct statutory maintenance as per regulatory compliance requirements and to Discovery set Standards
• Conduct reactive maintenance with urgency and complete it with required quality standards and within prudence.
• Maintain and update data bases
• Schedules dates for scheduled maintenance.
• Stock and backup spare availability for quick response

Financial management

• Budgeting (forecasting, track expenditure, variance, saving initiatives)
• Quotations and approvals (obtaining, approvals, vetting, signing off)
• Process invoices and ensure the amounts are correct and allocated properly
• Capex submission (quotations, motivations, business case)
• Purchasing of stock and cost comparison

Management of Environment services and other services

• Pest control is carried out to limit infestation and damage to services
• Compliance of environment standards within the operational
• Correct disposal of Hazardous substances and that certification is received that is has been disposed of in a safe manner and environment.

Safety and compliance

• Ensure compliance to safety, health and environment Act as well as adherence to the Discovery standards and practices and compliance to the OHS Act.
• Ensure required maintenance activities is carried out at required intervals and that the service and equipment comply to regulations
• Conduct Risk assessment
• Compile work permits and satisfy the risk appetite
• Create and update Standard/Safe operating Procedures (SOP) 

Contractor management of external and Internal

• Manage work scope and expectations contractor
• Quality control
• Manage SLA
• Ensure contracts are drawn for services that has a priority
• Plan dates for scheduled services

Project manage

• Project manage moves, installation and repairs to plants and equipment

Team management

• Manage work task within the team
• Training of staff [ coaching, skills development]
• Manage leave and time activities
• Create a positive and productive environment

Personal Attributes and Skills

• Solutions driven
• Able to work alone
• Good communication in English  
• Writing skills
• Proficient in computer programs such as Microsoft excel and Word, outlook

Education and Experience

• Plumbing skills – understanding the principles of water reticulation and drainage systems experience in repairs of minor blockages and WC flushing systems. 
• Experience with Building services, Civils work, lifts, project management, Health and safety, budgets.
• Understand maintenance strategies [preventative, reactive, statutory]
• Environmental knowledge of the impacts of poor Waste management, grease traps, pest control.

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Key Purpose

• Increase net inflows amongst independent financial advisors (large, mid-tier & small) writing on external platforms.

Responsibilities

• Have a strong existing network of IFA’s, Fund of Funds, Private Wealth & Tied Agency brokers.
• Build strong relationships amongst IFA’s, Fund of Funds, Private Wealth & Tied Agency brokers by creating the right level of activity.
• Implement the external platform sales strategy for Cogence
• Exceptional analytical, problem solving and research skills.
• Creative thinking and the ability to operationalise strategy.
• An ability to deal with complex issues and migrate between detail and high-level requirements.
• A drive and commitment to exceed expectations.
• The ability to influence and negotiate with impact across divisions and teams at all levels and with external partners.
• A deep understanding of business dynamics and challenges.

Preferred skills and qualifications

• Advanced written and verbal communication skills for executive-level internal and external delivery.
• A passion for personal development and growth with a high learning potential.
• A commitment to excellence.
• An ability to deal with ambiguity and continuous change.
• The ability to build strong relationships and network
• The ability to sell and market

Additional Attributes

• Strong Leadership skills
• Planning and organizing skills
• Client focus
• Resilience
• Good relationship building skills
• Interpersonal skills
• Problem solving
• Decision making
• Excellent verbal and written communication
• Strong numeric ability
• Organisational awareness

Education and Experience

• Industry related experience, with particular focus on the technical positioning and selling of local & offshore model portfolios and unit trust funds.
• A strong network of IFA’s, Fund of Funds, Private Wealth & Tied Brokers.
• Extensive technical and/or business experience with a proven track record of innovation, delivery and performance.
• A formal Finance/Commerce degree at least at an Honours level (or equivalent qualification provided that the candidate is technically sound in all aspects of Retail Asset Management sales & marketing).
• A minimum of 5 years of sales experience in the Asset Management industry.
   

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Role Description

• To assist clients in navigating the will-drafting process with empathy, clarity, and professionalism and to highlight the importance of an indemnity product that shields loved ones from unforeseen costs after death.  To further contribute to the success of the team and department by meeting set targets and delivering outstanding service to every Discovery client.
• To be responsible for assessing each client's unique needs, ensuring their estate planning is both comprehensive and secure and delivering professional, empathetic service while achieving business targets in line with compliance standards and ethical practice. To identify and advise clients regarding burdens associated to executor fees and administration costs and to educate and guide clients, ethically and responsibly regarding inclusion of products that safeguard estates against unforeseen expenses.
• To contribute meaningfully to both client satisfaction and the organization’s growth by leveraging both legal expertise and consultative selling.  To also provide clients with guidance that enhances their understanding of how financial decisions impact the well-being of their beneficiaries, by identifying opportunities to reduce fees associated with the winding up of their estate.
• To further be responsible for delivering professional, empathetic service while achieving business targets in line with compliance standards and ethical practice.

Key Outputs / Job Responsibilities

• Achieve and maintain a 60–70% conversion ratio on Estate Preserver product sales.
• Identify sales opportunities and contribute to revenue growth.
• Collect accurate client information to support the efficient and correct drafting of Wills.
• Ensure full adherence to compliance requirements in all processes and documentation.
• Liaise with internal departments to resolve processing issues and ensure smooth workflow.
• Follow up on submitted business and track progress through to completion.
• Build, maintain, and grow strong relationships with Advisors to support business success.
• Collaborate with internal teams to deliver superior service and resolve client/Advisor queries.
• Communicate proactively with Advisors, offering product insights and identifying cross-selling or upselling opportunities.
• Actively engage in sales campaigns and marketing initiatives to drive product awareness and performance.
• Contribute to a seamless client journey by ensuring accuracy, responsiveness, and professionalism at all stages.
• Stay up to date on product knowledge, industry trends, and compliance updates to improve service delivery and sales effectiveness.

 Job / Role Requirements

Work Experience

Required

• Minimum 2 years’ experience in the Financial Services Industry

Preferred (would be advantageous)

• Sound knowledge of Insurance (short-term, health, risk) and investment products
• Broker consulting experience in an insurance company
• Knowledge of MS Office Suite  
• Sales Experience

Education / Qualifications / Accreditations with Professional Body

Education / Qualifications Required

• Matric

Preferred (would be advantageous)

• RE5
• Degree in Finance / Financial Planning / LLB
• PGDip in Estate Planning

Professional Registration

• FSCA (preferred)

Technical Skills or Knowledge

Required

Skills

• Proficient in English
• Communication skills
• Deadline driven
• Negotiation
• Relationship building
   

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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:

• Partner with Business Consultant to grow new business portfolio
• Support advisers with Flexicare and Healthy Company uploads - managing data and upload process end to end
• Empower and educate advisers on the new business process, online application, underwriting process
• New business implementation : Planning and execution in partnership with BC
• Support on on-site implementations and activations
• Conduct member, employer and adviser training throughout the year
• Relationship building at various levels within the intermediary business, including administration, lower and senior management
• Pipeline reporting and proactive pipeline management

Competencies 

• Values Driven
• Optimistic
• Learns on the Fly
• Resilient
• Instils Trust
• People Savvy
• Drives Results
• Problem Solver

Education and Experience 

• Matric 
• Experience with working with Broker Consultants.
• Knowledge of MS Office (Excel, Word, Power Point) 
• NQF 5/120 Credits
• RE5
• Sound medical scheme knowledge
• Previous CRM experience

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Job Description

• Identifying sales opportunities
• Answering inbound calls timeously and making required outbound calls
• Co-ordination of own administration
• Identifying sales opportunities

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 Life telesales.

Key Outputs

The successful individual will be required to perform on, but not limited to the following key outputs:

•  Achieve Life 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 1year sales experience, preferably in an outbound telesales environment
• Minimum 1 year Life product knowledge, Discovery Life Knowledge is an advantage
•  PC literacy, email, word, excel
• Tertiary qualification an advantage
• NQF5 and RE5 qualification

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Key Outputs may include but not limited to: 

• To lead strategic marketing initiatives that drive growth and sales across the Vitality portfolio, with a strong focus on corporate employees and financial advisers. This role combines campaign execution, stakeholder engagement, and performance optimisation to support business KPIs. 

Strategic Growth & Sales Enablement 

• Develop and implement marketing strategies that support acquisition and engagement within the corporate and intermediary (IFA) channels. 
• Collaborate with distribution teams to align marketing efforts with sales goals and pipeline priorities
• Identify and activate opportunities to drive uptake of Vitality products through employer and adviser networks. 

Campaign & Project Management  

• Own the end-to-end delivery of marketing engagement projects, ensuring they are on time, within budget, and aligned with business objectives. 
• Brief, manage, and optimise campaigns across digital and offline channels, tailored to employer and adviser audiences. 

Employer & Brand Activations 

• Plan and execute employer-facing and brand activation campaigns that enhance visibility and engagement. 
• Manage agency and budget per activation. 
• Work closely with partners and internal teams to deliver high-impact activations aligned with strategic goals. 

Vitality Communications 

• Manage financial adviser eDiscoverer and Adviser360 and social media communications as a strategic communication channel, improving open and click-through rates through content and format optimisation. 
• Translate messaging across media formats and audience segments to ensure relevance and clarity. 

Stakeholder Engagement 

• Work closely with internal teams (e.g., distribution, product, CVM) and external partners to meet business needs and manage expectations. 
• Build and maintain strong relationships with key stakeholders, ensuring alignment and collaboration across functions. 
• Performance & Insights and use data and insights to evaluate campaign effectiveness and identify opportunities for continuous improvement

Portfolio Oversight 

• Manage the Vitality growth portfolio, ensuring consistent communication and collaboration across teams. 
• Drive engagement campaigns that support key business KPIs, including sales growth, retention, and reduced lapse rates through strategic marketing campaigns. 
• Creative & Content Development 
• Drive the creation of compelling campaign concepts, visuals, and content in collaboration with creative teams. 

Work Experience  

• Minimum of 2 – 3 years-experience in Marketing, PR or Communication  
• Relevant industry experience 
• Corporate experience would be advantageous 

Education / Qualifications / Accreditations with Professional Body 

• Minimum 3-year undergraduate degree or diploma
• Post graduate Degree
• Preferable- communication and / or marketing focused 

Technical Skills or Knowledge:

Media & Channel Expertise 

• In-depth knowledge of various media channels, with a strong emphasis on digital platforms (social, email, programmatic, etc.) 
• Understanding of channel-specific best practices for engagement and conversion 

Agency & Production Processes 

• Experience managing agency relationships, including briefing, feedback, and approvals 
• Knowledge of print and production workflows, including timelines, costings, and vendor coordination 

Communication Strategy 

• Understanding of the critical elements of effective communication, including tone, clarity, segmentation, and call-to-action design 
• Ability to translate complex messages into audience-relevant content 

Design & Content Tools 

• Proficiency in Adobe Express and Canva for content creation and visual storytelling 
• Ability to collaborate with creative teams and provide direction on design and layout 

Creative Thinking 

• Strong conceptual thinking and ability to contribute to campaign ideation and innovation 
• Ability to identify new opportunities for engagement and brand storytelling 

Stakeholder Management 

• Proven ability to manage multiple stakeholders across business units 
• Skilled in expectation setting, communication alignment, and cross-functional collaboration 

Preferred (would be advantageous)

• Simple data analysis 
• Google Analytics 
   

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Key Purpose

• The main purpose of this role is to use data analytics skills to enhance retention and distribution strategies, improving business processes, identify product opportunities, assist overviewing product implementation specs and vetting scenarios to ensure products are implemented as designed and that administrative system values are actuarially sound.

Responsibilities and Objectives of this role

The successful applicant will be responsible for but not limited to the following broad job functions:

• Using data analytics skills to optimise business processes, new business volumes and enhance retention and distribution strategies
• Be involved in developing new innovative product ideas and analysing experience to aid the pricing team
• Building MI data visualisation dashboards to help senior management making decisions affecting retention and distribution strategies
• Planning for new products, serving as the link between systems and actuarial & ensuring products are built as required
• Review new product specifications and implementation actuarial vetting scenarios
• Analyzing servicing scenarios and identifying possible system constraints on product design
• Ongoing involvement in addressing individual policy queries and issues
• Assisting with ad-hoc investigations and analyses including quantifying the financial impact of possible misalignment of actuarial specification and system implementation
• Applying actuarial knowledge to solve non-standard problems

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

Education and Experience

Essential

• Qualified Fellow Actuary
• MS Excel – Proficient
• Database experience (SQL)
• Must have experience with statistical software (R and/or Python)
• Programming experience and understanding. (e.g. VBA)

Advantageous

• Industry experiences applying ML/ regression models in analytics
• Previous systems work or software testing/ coding experience.
• Invest and/or Life insurance 3 – 10 years’ industry experience

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Areas of responsibility may include but not limited to

• All work must be done accurately, comprehensively and in-line with set quality standards and timelines.
• Identify and implement new business sales opportunities in the Health growth market
• Target driven
• Be able to formulate and execute strategy
• Engage extensively on site with employers and build appropriate customised strategies
• Create strategic business partnerships with multiple stakeholders i.e. organised labour, advisers
• Build strong internal relationships and navigate internal processes effectively
• Drive project management of new business implementations within the team
• Execute Exco level presentations and clearly communicate the DH value proposition
• Reporting and trend analysis.
• Consistently deliver on the Discovery Health values
• Engage with business regarding employer concessions and bespoke pricing
• Excellent competitor product knowledge
• Technical training and ongoing product support to stakeholders

Personal Attributes and Skills

• Growth market Specialist: Health
• Ability to engage Union representatives
• Engage with employer representatives
• Ability to engage with advisers and key external stakeholders
• Influential
• Highly developed communication skills
• Logical, analytical problem-solving ability.
• Highly developed relationship building skills
• Excellent verbal and written communication skills.
• Independent thinker
• Innovative thinker
• Able to take initiative and work independently
• Ability to work in a highly pressurised, target oriented environment
• Adaptable and solution orientated
• Strong business acumen.
• Strong sales and persuasive skills.
• Proactive, self-motivated.
• Customer oriented.
• Ability to meet deadlines timeously

Education and Experience

Qualifications

• NQF5 in Wealth Management of Financial Planning / 120 FAIS credits (preferable)
• RE5 (preferable)

Experience

• Relevant financial services industry experience
• Proven sales record
• Sound health industry experience
• Adviser consulting experience in the financial services industry
• Knowledge of MS Office suite

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Key Purpose of the role

• The Senior Business consultant will be responsible for increasing the sales of the product range through building relationships, superior client service and technical knowledge.

Areas of responsibility may include but not limited to

• Drive and implement strategic new business initiatives with intermediaries and employers.  
• Increased Discovery Health product sales through building relationships, superior client service and technical expertise.
• Participate in proactive sales and marketing initiatives
• Industry, competitor and product expert.
• In depth strategic reporting support.
• Create strategic business partnerships with multiple intermediary stakeholders.
• Build and maintain strategic relationships at Exco and Board level.
• Relationship building with internal and external stakeholders.
• Project management of complex, new business implementations from end to end.
• Intermediary reporting and trend analysis.
• Consistently deliver Discovery Health value proposition.
• Escalated query resolution and troubleshooting.
• Increase the sales through building relationships, superior client service and technical knowledge
• Review new business pipeline, follow-up and tracking
• Technical training and ongoing product support to financial advisors.
• Keep up-to-date with competitor product, service offering and industry developments

Personal Attributes and Skills

• Ability to work under pressure
• Exceptional attention to detail
• Time and project management skills
• Above average ability to multi-task on multiple projects without compromising deliverables
• Ability to convert technical information to audience appropriate communication
• Influence and persuasion skills aligned to project deliverables
• Sound knowledge of Sales trends
• Excellent understanding of branding
• Knowledge of various communication channels
• Self-motivated and self-disciplined, with the ability to build strong relationships with a variety of stakeholders across business.
• Proficient in MS Office suite
• Takes initiative and works under own direction
• Ability to manage time effectively and efficiently and have a sense of urgency.
• Responds quickly to the needs of the client and to their reactions and feedback

Education and Experience

Essential:

• Matric

Advantageous:

• NQF5 in Wealth Management of Financial Planning (FAIS Credits)
• RE5
• Business degree/ Diploma

Experience:

• Minimum of 3- 5 years sound medical scheme environment knowledge and experience
• Broker consulting experience in the financial services industry
• An understanding of financial planning
• Knowledge of MS Office Suite

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Job Description

• The Discovery Integration Team Leader is responsible for leading and managing a high-performing team of Discovery Integration Specialists and Lead Generation Agents. This role ensures the achievement of sales, penetration, and lead generation targets while maintaining exceptional client experience and compliance standards.

The Discovery Integration Team Leader will:

• Drive performance through effective coaching, mentoring, and motivation.
• Oversee daily operations, including pipeline management, lead allocation, and campaign execution.
• Monitor and report on key performance metrics for both Integration Specialists and Lead Gen Agents.
• Ensure adherence to compliance, quality, and service standards.
• Collaborate with internal stakeholders to optimize processes and improve conversion rates.
• Foster a culture of accountability, continuous improvement, and client-centricity.
• This role requires a leader who can create clarity and consistency within the sales team to deliver exceptional results. The ideal candidate will lead with conviction and passion, fostering a culture of accountability, collaboration, and high performance. They must be able to inspire, coach, and develop their team while driving operational excellence and ensuring every client interaction reflects Discovery’s core purpose of making people healthier and enhancing their lives.

Key Outputs

The successful individual will be required to perform on, but not limited to, the following key outputs:

• Achieve team sales and lead generation targets.
• Manage and optimize lead flow between Lead Gen Agents and Integration Specialists.
• Conduct regular performance reviews and implement development plans.
• Ensure accurate reporting and data integrity across systems.
• Drive engagement and morale within the team.
• Identify training needs and facilitate skills development.
• Handle escalated client queries and resolve issues promptly.

Personal attributes and skills

The successful individual will be required to demonstrate the following competencies:

• Strong leadership and people management skills.
• Ability to inspire and motivate a sales team.
• Excellent communication and interpersonal skills.
• Analytical and data-driven decision-making ability.
• Resilient, adaptable, and solutions oriented.
• Strong organizational and time management skills.

Qualification & Experience

• Matric (essential).
• NQF Level 5 qualification.
• RE5 as a minimum, RE1 advantageous.
• Minimum 3–5 years sales experience, with at least 2 years in a management or leadership role.
• Must have experience in banking, insurance, or outbound telesales environments.
• Discovery product knowledge advantageous (Life, Health, Insure, Bank, Vitality).
• PC literacy (MS Office proficiency).

Beneficial:

• Tertiary qualification, particularly in business, finance, or management.
• An understanding of financial planning principles and multi-product integration strategies.
• Strong business management acumen, including strategic planning, resource allocation, and performance optimization.
• Experience in data-driven decision-making and leveraging analytics to improve sales performance.
• Exposure to digital sales platforms and virtual engagement tools.
• Proven ability to lead change initiatives and drive adoption of new processes or technologies.
• Familiarity with compliance and regulatory frameworks within financial services.
• Coaching and talent development experience, with a track record of building high-performing teams.

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Key Purpose

• Is to provide support to the sales team as well as manage operations and admin functions within each branch or office for the division.

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.

Areas of responsibility may include but not limited to

• To QA all submitted business
• To assist with the capturing of new business and claims, follow up on outstanding requirements with SLA
• To compile and action work based on the daily, weekly and monthly reports
• To assist the Sales Manager
• Collaborate with all business areas
• Monitor office efficiencies
• Service financial advisers and serve as a conduit between the manager and business
• Compile and present monthly team reports
• Ensure all on-boarding occurs within set SLAs
• Receive and service walk in clients
• Serve as a liaison to Discovery
• To answer the phone and manage office functions. To serve as a frontline administrator and
• receptionist for walk in clients
• To assist the Sales Manager with insights and trend analyses

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 & PowerPoint Presentations
• Only South African candidates by birth will be considered.
   

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Job Description

Identifying sales opportunities

Answering inbound calls timeously and making required outbound calls

Co-ordination of own administration

Identifying sales opportunities

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 Life telesales.

Key Outputs

The successful individual will be required to perform on, but not limited to the following key outputs:

•  Achieve Life 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 1year sales experience, preferably in an outbound telesales environment
• Minimum 1 year Life product knowledge, Discovery Life Knowledge is an advantage
• PC literacy, email, word, excel
• Tertiary qualification an advantage
• NQF5 and RE5 qualification

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Job Purpose

• To effectively and proactively assist Discovery Invest in managing its responsibility to comply with all the regulatory requirements and minimize the compliance risks identified in business by implementing compliance risk management process that includes the identification, assessment, management, monitoring and reporting of compliance risks that are faced by the relevant stakeholder.
• In addition to the above, the role also requires engagement with the regulatory bodies from time to time. 

Areas of responsibility

The successful candidate will be required, primarily, but not limited to:

• Implementation of the Group Compliance Framework as relevant to the applicable Business Unit and advising on processes and suitable control frameworks to implement strategic regulatory obligations
• Provision of strategic guidance and support to the Business Units on the implementation of new and changed regulatory obligations and with the aim of ensuring that business objectives (strategic and operational) are aligned to the regulatory framework and exposure profile of the business
• Managing the Regulatory Profile and engaging with the Executive Management team on any incidents and exposures relating to its regulatory obligations
• Development and oversight of reports as well as setting of reporting standards to provide accurate pertinent compliance reports
• Project management in support of compliance requirements, implementation of systems, procedures, policies and training requirements
• Compliance monitoring of the applicable business unit compliance functions and assurance across the business units
• Assist management with identification and evaluation of compliance exposures and regulatory breaches
• Engagements with Regulators and with other interest groups in the industry.

Education; Knowledge and Experience

• Relevant tertiary qualification (preferably in the legal or commerce field).
• The person must have a clear and in-depth understanding of the Collective Investment Schemes Act, the FAIS Act (especially Cat I, II and III) and the Long-Term Insurance Act as it relates to the underwritten investments policies.
• At least 3 years compliance-related experience.
• Experience in drafting Compliance Risk Management Plans and conducting Compliance monitoring