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...
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Key Purpose of the role
- Pre assessment of cases for group risk members above the free cover limit, submitted via a Declaration of Health. Works under direct supervision, with limited sign off limits. May contact applicants or brokers to obtain additional required information and answer questions from applicants regarding underwriting processes and decisions.
Areas of responsibility may include but not limited to
- Assessment of risk for covers above the free cover limit, through assessment of a Declaration of Health
- Providing reasons for underwriting decisions to members and their doctors
- Liaising with re-insurer for cases above the relevant treaty limits
- Liaising with members and brokers to obtain required information
Personal Attributes and Skills
The successful candidate must demonstrate the following competencies:
- Continuous Learning and Self Development
- Collaboration
- Attention to Detail
- Self- motivation
- Integrity
- Accountability
- Teamwork
- High level understanding of the underwriting process and the world of insurance
- Self-awareness and able to ask for help
- Be able to identify problems and reach solutions
- Positive attitude
- Able to liaise with staff internally and externally
- Appropriate knowledge of medical risks and the impact on the various benefits".
Education and Experience
- Grade 12/Industry Related Qualification/Business Related Degree or Diploma
- Underwriting administration knowledge – beneficial
- Medical background (e.g. nursing diploma, biokinetics qualification) – beneficial
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Role Description
- The Team Leader for the Testamentary Specialist is responsible for supporting the Sales Manager in driving team performance, ensuring sales targets are met, and delivering exceptional client experiences. This role involves overseeing a team of specialized sales consultants within the financial services sector, providing guidance, mentorship, and training while also conducting client appointments when necessary. The Team Leader plays a critical role in aligning the team’s activities with business objectives and maintaining high standards of compliance and professionalism.
Key Outputs / Job Responsibilities
Team Leadership & Support
- Assist the Sales Manager in overseeing daily team operations and achieving sales targets.
- Provide ongoing mentoring, coaching, and development to team members to enhance skills and performance.
- Foster a positive, collaborative, and high-performance team culture.
- Act as the first point of contact for team queries, escalations, and support.
Sales Performance & Client Engagement
- Drive individual and team performance to meet or exceed sales KPIs and revenue objectives.
- Conduct client appointments, when necessary, in the event of team absences
- Co-attend appointments with new Testamentary specialists for support and guidance
- Ensure that the team delivers professional, client-centric solutions tailored to client needs within the legal and financial services context.
- Monitor lead conversion rates and identify opportunities to maximize sales effectiveness.
Training & Development
- Deliver ongoing training and knowledge-sharing sessions to ensure the team remains up to date with industry trends, legal developments, and company products.
- Identify skill gaps and create development plans in conjunction with the Sales Manager.
Compliance & Quality Assurance
- Ensure that all sales activities are carried out in full compliance with industry regulations, company policies, and legal standards.
- Monitor the quality of client interactions and provide feedback to uphold professional and ethical standards.
Reporting & Collaboration
- Provide regular performance updates and insights to the Sales Manager.
- Contribute to strategy discussions to improve processes and drive business growth
Job / Role Requirements
Work Experience
Required
- Minimum 3–5 years in financial services sales, preferably in a specialized legal sales environment.
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
- Financial Services sales experience
Education / Qualifications / Accreditations with Professional Body
Education / Qualifications Required
Preferred (would be advantageous)
- Degree in Finance / Financial Planning / LLB
- PGDip in Estate Planning
- Professional Registration
- FSCA (preferred)
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Key Purpose
- The Enablement Coordinator is responsible for ensuring the effective delivery of enablement programs that support consultant onboarding, development, and performance improvement. This includes managing enablement content and SOPs, providing frontline support to consultants, and collaborating with cross-functional teams to maintain operational alignment. The role also contributes to continuous improvement by interpreting data and feedback to enhance consultant readiness and enablement.
Key Outcomes
These include but not limited to:
Coordinate Enablement Initiatives
- Enablement initiatives are executed on time, with high engagement and measurable impact on consultant performance.
Maintain Enablement Content and Tools
- Maintain and update product guides, compliance checklists, SOPs, and sales support materials.
- Ensure enablement platforms and tools are functional, accessible, and aligned with business needs.
Support Consultant Readiness
- Act as a first-line support for consultants needing assistance with enablement resources.
- Resolve queries and escalate issues to relevant departments when necessary.
SOP Development and Maintenance
- Create, update, and manage enablement-related SOPs in collaboration with stakeholders.
- Ensure SOPs reflect current processes, regulatory requirements, and system changes.
Data Analysis and Reporting
- Analyze consultant performance metrics, training engagement, and enablement tool usage.
- Generate actionable insights and reports to inform strategic decisions and continuous improvement.
Post-Deployment Validation
- Participate in testing and validation of new tools, content, and system changes.
- Monitor adoption and ensure updates are reflected in training and SOPs.
Cross-Functional Collaboration
- Work closely with Operations, QA, Compliance, HR/L&D, and Product to align enablement efforts.
- Facilitate feedback loops and contribute to cross-functional initiatives.
Drive Continuous Improvement
- Identify gaps in consultant knowledge, process efficiency, or tool effectiveness.
- Recommend and support enhancements to enablement strategies and resources.
Work experience:
Required
- 1 – 3 years in Sales Enablement, Operations Support or Training Coordination.
- Experience working with cross-functional teams.
Preferred:
- Experience in insurance, financial services, or regulated industries.
- Exposure to performance analytics and reporting.
Education / Qualifications / Accreditations with Professional Body
- Grade 12
- FAIS Accredited qualification
- Re5
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Key Purpose
- The Senior HR Generalist will work with the HR Manager to provide full HR support and delivery of all people-related services and initiatives to the professional services business areas.
Key outputs
The successful applicant will be responsible for but not limited to the following job functions:
Areas of responsibility may include but not limited to
- Support the HR Manager on implementing initiatives in line with the DHP and DP strategy.
- Support managers in the implementation of interventions relating to sentiment, team building and retention.
- Keep up to date with transformation targets and maximising recruitment and talent management as a lever for transformation and ensuring compliance to recruitment processes, standards, and policy.
- Facilitate Industrial Relations support and advise, in line with central IR processes.
- On boarding, accountable for successful on-boarding of new recruits, from offer acceptance to completion of induction to ensure a meaningful and positive candidate recruitment experience.
- Conduct talent reviews and support stakeholders with the promotion process.
- Support the teams’ strategic objectives.
- Maintain recruitment and HR related SOPs and spreadsheets to ensure correct reporting and business continuity. This includes capturing and updating information relating to recruitment for stats purposes.
- Developing interview guides and information management.
- Assist hiring managers with role profiling and role sizing.
- Amendments to adverts and job specs to ensure updated job specs are used.
- Ensure that the central repository is up to date with Recruitment and HR documentation.
- Conduct Stay (Orientation) and exit interviews.
- Data Analysis and Trending - Generate appropriate people related reports that will support the business.
Personal Attributes and Skills
The successful candidate would need to have the following competencies:
- Data Analysis and Trending
- Action Oriented
- Compassion
- Customer Focus
- Ethics and Values
- Interpersonal Savvy
- Learning on the Fly
- Instils Trust
- Values Driven
- Influencing
- Relating and networking
- Learning and Researching
- Presenting and communicating information
- Deciding and initiating action
- Organisational awareness
Education and Experience
The following requirements are Essential:
- Matric
- Degree/ Diploma (HR Related)
- 2 - 3 years HR Consultant / Generalist/ Talent acquisition experience in a Corporate/Service environment
- Competency based interviewing experience
- Proficiency in MS Office Applications, especially MS Excel
The following requirements are advantageous:
- Honours Degree
- Good understanding of medical insurance industry
- Experience in HR Systems i.e., Smart People
Method of Application
Use the link(s) below to apply on company website.
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