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
- 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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About the Role
- This role is crucial in supporting financial planning, reporting, budgeting, and management within the Group’s shared services company, delivering actionable insights to drive business objectives and long-term growth. Given its exposure to sensitive information, a high degree of confidentiality and trust is essential.
Job Responsibilities may include but are not limited to:
- Actively involved in accounting, budgeting, forecasting, and financial reporting processes.
- Prepare monthly management accounts, annual financial statements (IFRS), and group reporting submissions.
- Analyze and interpret complex financial data to provide actionable insights.
- Manage intercompany transactions, ensuring accurate reconciliation and compliance.
- Reconcile bank accounts, accounts payable, accounts receivable, and related financial records.
- Engage with internal and external auditors, facilitating audit processes.
- Ensure the accuracy, integrity, and confidentiality of financial data, records, and reports.
- Drive continuous improvements in financial processes, reporting frameworks, and technology adoption.
- Collaborate cross-functionally to resolve financial queries within the Group’s shared services company.
- Demonstrate a strong affinity for cash flow reporting, foreign exchange transaction analysis, and lease accounting (IFRS 16).
Role Requirements
- CA (SA)
- Minimum 5–7 years’ experience in financial management experience in a large corporate environment dealing with multiple finance and business teams.
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Key Purpose of the role
- The role involves policy and benefit reviews to identify client needs. The Financial Advisor will ensure that clients are always aware of product enhancements that may benefit their existing or new need. The Financial Advisor will always conduct financial needs analysis and or assess risk appetite before recommending changes to their existing product structure and or fund portfolios.
Job Category
- We are looking for a suitably experienced Financial Advisor to become part of our vibrant and dynamic sales team. This individual will consult with existing Discovery Life, Invest and Insure clients to offer them specialist advice on their current products, benefits and or fund selection. This role drives ongoing servicing of existing clients and as such is remunerated on a non-commissionable basis.
Key Responsibilities
Your tasks will typically involve:
- conducting in-depth reviews of clients' financial goals, from risk protection to wealth creation
- conducting a financial needs analysis and preparing proposals best suited to meet individual clients' requirements
- providing clients with information on new and existing products, benefits and services
- designing financial strategies
- assisting clients to make informed decisions
- reviewing and responding to clients changing needs and financial circumstances
- contacting clients with news of new financial products or changes to legislation that may affect their savings and investments
- Review client policies regularly to determine if adjustments are needed because of personal or financial changes
Personal Attributes and skills:
- Strong Customer focus
- Networking skills
- Proactive engagement
- Service orientated mind-set is critical
- Strong Planning and organisational skills
Qualifications and Experience:
Minimum
- Wealth management qualification with at least 120 credits
- RE5 qualification
- At a minimum 2 years’ experience as a Financial Advisor
Beneficial:
- Understanding of Financial Planning
- Knowledge of insurance (short-term, health, risk and investment 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
Preferred (would be advantageous)
- RE5
- Degree in Finance / Financial Planning / LLB
- PGDip in Estate Planning
Professional Registration
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Job Description
- The Virtual Sales Consultants are expected to be highly motivated and professional ambassadors for Discovery Connect, supporting clients after their initial product take-up via the Discovery Connect channel. Successful consultants are those that build trust-based relationships, offer world-class service and reliability, always doing what is best for our clients. Consultants are expected to generate sales opportunities via targeted existing Discovery Connect clients (>100,000 high value target clients) through on-going servicing and upsell campaigns across the Discovery product range. Consultants must carry themselves off professionally, conducting virtual (Zoom-based) client appointments and completing holistic FNAs and sales across the product range. Consultants will be expected to manage their own diary, client appointments and sales pipelines; proactively seeking sales opportunities and offering solutions tailored to a clients’ needs
Key Outputs
The successful individual will be required to perform on, but not limited to the following key outputs:
Achieve sales targets through participation in proactive sales and marketing initiatives / campaigns
- Maintain a professional approach to selling and manage the high networth clients efficiently
- Communicate to members via telephone, email and video-calls
- Conduct Financial Needs Analysis
- Comply with the compliance requirements
- Achieve quality targets
- Adherance to service level agreements
- Build relationships with internal departments to ensure superior service offering to clients
- Keep up-to-date with competitor product and service offerings and industry developments
- Deal with client queries and provide information on a range of sales and service issues
Personal attributes and skills
The successful individual will be required to demonstrate the following competencies:
- Self motivated
- Goal orientated
- Team Player
- Ability to perform under pressure
- Adaptable to change
- Persuasive and resilient
- Self managed with sound time management
- 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
- Minimum 1 year Discovery Life product knowledge
- Minimum 1 year Discovery Insure product knowledge
- Minimum 1 year Discovery Health product knowledge
- Minimum 1 year Discovery Bank product knowledge
- Minimum 1 year Discovery Invest product knowledge
- PC literacy, email, word, excel (proficiency in MS Office)
- Tertiary qualification an advantage
- Essential NQF5 and RE5 qualification
- COB Qualification
Beneficial:
- Tertiary qualification, particularly a business degree (or progress towards one)
- Sound investment, life and other insurance knowledge
- Broker consulting experience in the financial services industry
- An understanding of financial planning
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Role Description
- The Specialist Sales Consultant plays a critical role in delivering exceptional client service within a highly specialized financial services environment. This individual is responsible for managing will amendments, servicing the Discovery Estate Preserver, and providing clients with sound, compliant financial advice tailored to their unique needs. The role also requires conducting client appointments, when necessary, particularly in the event of team member absences, to ensure seamless client experience and service continuity
Key Outputs / Job Responsibilities
Client Consultation & Advice
- Provide professional, accurate, and compliant advice on wills, estate planning and the Discovery Estate Preserver
- Assess client needs and recommend suitable solutions aligned with financial objectives and regulatory standards.
Will Amendments & Documentation
- Process and manage will amendments with accuracy and efficiency.
- Ensure all documentation complies with legal and regulatory requirements.
Servicing the Discovery Estate Preserver (DEP)
- Assist clients with DEP queries, updates, and servicing requests.
- Educate clients on the benefits, limitations, and structure of their plans.
Appointment Management
- Conduct client appointments as required, stepping in during team absences to maintain high service levels.
- Represent the team professionally and ensure continuity of service delivery.
Compliance & Risk Management
- Adhere to financial services regulations, company policies, and industry best practices.
- Maintain accurate client records and uphold data confidentiality at all times.
Collaboration & Support
- Work closely with the broader sales team to achieve departmental targets.
- Share expertise and provide support to colleagues when needed
Job / Role Requirements
Work Experience
Required
- Minimum 2–3 years’ experience in financial planning
- Proven track record in client advisory and service delivery
Preferred (would be advantageous)
- Sound knowledge of Insurance (short-term, health, risk) and investment products
- Financial Services sales experience
- Broker consulting experience in an insurance company
Education / Qualifications / Accreditations with Professional Body
Education / Qualifications Required
- MATRIC,
- NQF 5 in Wealth Management
- RE 5
Preferred (would be advantageous)
- Degree in Finance / Financial Planning
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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
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Key Purpose
- Within the Health Benefit Solutions area, the Business Analyst must work to understand the overall business need, define the requirements, document the requirements using various approaches such as use cases then decompose the requirements to a sufficient level of detail allowing the implementation team to take action.
- The Business Analyst will support the project throughout the project lifecycle and will manage the release as well as post release monitoring.
- The Business Analyst in the Benefit Solutions area must be technically minded and be able to understand basic development principles.
Areas of responsibility may include but not limited to:
The successful candidate will be required to perform but not limited to the following key outputs in respect of the Health Benefit Solutions – DCC portfolio:
- Run a requirements gathering/JAD workshop to gather new requirements
- Document business requirement specifications under supervision of a Senior BA
- Accurately document functional requirements specifications clearly defining project objectives
- Construct complex process models and can create UML models
- Execute user acceptance or system testing
- Resolve requirements conflict through effective stakeholder engagement
- Present options and recommendations to stakeholders
- Offer support and guidance to junior business analysts
- Identify and document project risks, issues, assumptions and dependencies
- Identify and perform process improvement work
- Perform quality assurance of business analysis deliverables
Competencies
The successful candidate must demonstrate the following competencies:
- Project Management
- Requirements development
- Change control
- Release management
- Solution development
- Software Testing
- Analytical thinking and conflict management
- Personal organisation and time management skills
- Business writing skills and presentation and facilitation skills
- Communication skills (written, verbal/presenting and listening)
- Stress management skills and negotiation skills
- Problem Solving
- Deadline driven
- Innovative
- Ability to build relationships with people from all different backgrounds and at different job levels
Education and Experience
- Diploma in Business Analysis, BSc Information Systems or am equivalent 3-year IT qualification.
- 5 years ‘experience as a Business Analyst
- Certification in UML and BPMN course
- Experience in PL/SQL
- Experience in Testing, Process mapping and UML modelling.
- Requirements analysis experience
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Key Purpose
- To assess and validate building’s claims to determine validity based on Insure contract.
- Quantify losses accurately and facilitate the process between the broker and/or client and project manager.
- Liaise with Service Provider and provide back office support to claims consultants.
Areas of responsibility may include but not limited to
- Building’s claims assessing and validation within predetermined mandates
- Loss adjustment by correctly quantifying and/or verifying claimed amounts
- Facilitation between broker and/or client and project manager
- Compile and submit daily, weekly and monthly reports to management
- Investigate and report on fraudulent claims
- Claims forum presenting of claims
- Make recommendations on claims settlement
- Appointment and management of service providers
Personal Attributes and Skills
- Customer / Relationship orientated
- Strong communicator
- Results orientated
- Good business judgement
- Good negotiation and presentation skills
- Conflict handling skills
- Systematic and organized with the ability to plan and prioritize effectively
- Resilient with an ability to work under pressure and adapt change
- Analytical and attentive to detail
Education and Experience
- Matric (Essential)
- 3 years’ minimum experience in building assessing and loss adjusting (Essential)
- 3 years’ minimum short term insurance claims experience (Advantageous)
- Construction and/or Engineering qualification (Advantageous)
- Hold a valid driver’s licence (Essential)
- Willing to travel (Essential)
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Key Purpose
- The Programme Manager (HNM) is responsible for orchestrating execution across the full Growth Enablement portfolio ensuring all initiatives are delivered with pace, clarity, and measurable business impact. This role is embedded within the HNM business, serving as the strategic connector between product, operations, systems, R&D, SRM, finance, and distribution. The Programme Manager builds the discipline, rhythm, and transparency that allow business leads to focus on growth, digital adoption, and PLPM efficiency.
Areas of responsibility may include but not limited to
Programme Leadership & Delivery
- Translate strategic priorities into actionable delivery roadmaps.
- Coordinate execution across key workstreams and business units
- Track interdependencies, risks, and blockers driving rapid issue resolution and stakeholder alignment.
- Maintain a single integrated view of portfolio delivery enabling fast decision-making and visible accountability.
Governance, Reporting & Measurement
- Establish a light-touch governance model fit for HNM’s speed and entrepreneurial delivery culture.
- Manage programme dashboards and benefit tracking across the HNM Portfolio
- Consolidate progress updates for Steercom, EXCO, and Leadership reviews — translating delivery data into actionable insight.
Cross-Functional Integration
- Partner with Growth Enablement Specialists, Functional Enablement, and Distribution and Product Leads to align delivery to commercial outcomes and ensure cohesion across initiatives.
- Act as liaison between Ops, Digital, Finance, Marketing, and Actuarial to ensure solutions are executable and measurable.
Process & Capability Enablement
- Implement structured delivery playbooks, templates, and rhythms for consistent project execution.
- Strengthen visibility of resource utilisation and workload across the Growth Enablement team.
- Support uplift of programme-management capability within HNM and mentor leads on agile delivery practices.
Stakeholder Management
- Build deep partnerships across Discovery Health business units to accelerate decisions and unblock dependencies.
- Represent HNM delivery progress confidently in senior forums.
- Ensure alignment of programme outcomes to Discovery’s broader health strategy and financial objectives.
Personal Attributes and Skills
- Ability to lead and manage virtual teams of internal and external resources
- Strategic Thinking. Ability to see the big picture and add strategic value
- Leadership Skills
- Problem Solving
- Client focus
- Drive for action
- Assertiveness
- Negotiation skills
- Conflict Management
- Risk Management skills
- Recognised by peers for their contribution to their projects and to the PMO
- Evangelist of the Programme and Project Management Discipline
- Ability to lead and manage virtual teams of internal or external resources
- Good interpersonal and communication skills.
- Mentor and motivator.
- Excellent facilitation and presentation skills.
Education and Experience
- At least 10 years’ experience managing complex projects and programmes
- Minimum 8–10 years of experience in high-impact strategic data, digital and technology program management or consulting
- Experience in healthcare, financial services, or technology sectors preferred
- Bachelor’s degree in Business, Strategy, or related field
- Programme Management qualifications and data, digital and technology experience preferred
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Key Purpose
- Understand the business requirements, and through a structured process, document, validate and translate it into functional specifications that are used by developers to develop a technical solution. Test and validate the functionality of the technical solution against the business requirements. Ensure that the business requirements are delivered in the implemented solution. Interface between the business customer and the development team with regards to the business, non-functional and functional requirements.
Areas of responsibility may include but not limited to;
Analysis, Documentation & Design Skills
- Business and technical requirements gathering and analysis thereof, and ensuring requirements and expectations are met, and that all possible scenarios are covered.
- Formulation of analysis documentation, Functional Specifications, Interface Specifications, and prototypes in accordance with industry standards and team best practices.
- Perform analysis on system interfaces and create corresponding interface specifications.
- Introduction of Business Process improvements, and formulation of Process Diagrams.
- Provide support to business in implementing effective and efficient solutions.
- Define application problem by conferring with clients, evaluating procedures and processes.
- Implement, configure, and test feasible solutions, and evaluate alternative workflow solutions.
- Analyze, model, and interpret data using different tools and techniques.
- Pursue enquiries with clients to understand the ‘why’ rather than the ‘what’ of the business request.
- Challenge the business in their thinking, and develop alternative proposals, to ensure that the intent of the business requirement is met.
- Ensure the solution architecture is aligned with the business and functional requirements.
Facilitation Skills
- Conduct Functional Specification walkthroughs with developers.
- Facilitate client-walkthrough JAD sessions, and sign-off of Functional Specifications with business owners to ensure Business Requirements have been met.
Technical Skills
- Good understanding of UML, specifically:
- Use Case Diagrams & Narratives
- Sequence Diagrams
- Activity Diagrams
- Entity Relationship Diagrams
Project & Management Skills
- Plan delivery with the Development Manager and Scrum Master.
- Co-ordinate activities within the development team, and with other departments.
- Engage with external 3rd-parties (e.g. device manufacturers, product vendors) and internal teams for the delivery of projects, as well as for regular touch-bases.
- Formulate Work Breakdown Structures (including sizing) for projects and Change Requests.
- Drive projects from ideation to completion and ensure successful delivery of these projects.
- Provide regular feedback to Manager with regards to QC’s and Unit testing progress.
- Monitor roll-out and go-live and attend to any support issues and enhancements identified by business post go-live.
Testing Skills
- Creation, review, maintenance and execution of test cases, scenarios, and results.
- Functional Testing of delivered functionality against gathered business requirements and test cases and scenarios.
- Non-functional testing including security, usability, performance, and reliability testing as per team best practices and standards.
- Defect management and regression testing (where applicable), including providing input into the generation of automated test scenarios.
Support & Troubleshooting Skills
- Escalation and management of issues identified during a project / BAU.
- Production log analysis & management including root cause analysis.
- Problem resolution and troubleshooting.
- Identify options for potential solutions and assess them for both technical and business suitability.
- Work closely with developers, testers, and a variety of end-users to ensure technical compatibility and user satisfaction.
Progression Skills
- Updates job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations.
Personal Attributes and Skills
Behavioral Skills:
- Stress Management
- Time management and prioritization
- Learning orientation
- Innovation
- Bias for action
- Teamwork and co-operation
- Critical thinking
- Strong analytical and problem-solving skills
- Navigate ambiguity and complexity
Technical Skills:
- BPMN 2.0
- UML Modelling
- Data modelling (minimum being able to understand these. Intermediate and Senior Systems Analysts must be able to model data)
- Use Cases
- High standards for delivery
- Requirements definition
- User Story definition
- Web-services exposure
- Agile project delivery
- Structured and analytical problem solver
- Process Mapping
- Coaching and mentor to junior teammates
- Understanding of JIRA and Agile principles
Advantageous:
- Experience with Sparx Enterprise Architect, Rational Rose, or similar.
- Experience in Software Development.
- Experience with API’s.
Other:
- Overtime may be required from time to time
Education and Experience
Required:
- NQF Level 5: Certified in a 3-year National Diploma, BSc Computer Science, or BCom Information Systems (or similar).
- Advanced UML or BPMN course would be advantageous.
- Business Analyst Certification, Diploma, or Advanced BA Qualification is advantageous.
Experience:
- Minimum of 7 years’ experience in Technical Systems Analysis and Integration.
- Experience in Data Analysis.
- Experience in Agile (breaking down Epics into smaller User Stories, estimating, and writing User Stories).
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Key Purpose
- Understand and analyze business requirements and provide solution proposals based on a deep knowledge of current systems capabilities, as well as a broad knowledge of available industry-relevant solution components.
Areas of responsibility may include but not limited to
Relationship Management:
- Builds relationships with key customer stakeholders in the Vitality global businesses in order to build trust that will help to ensure deliverables stay on track
- Builds relationships with key systems stakeholders within the Vitality Systems teams to create a collaborative environment in which all stakeholders can constructively work towards and achieve common goals
Requirements Analysis:
- Critically analyses stated customer requirements and acts as a consultant in providing considered feedback based on knowledge of business and systems environments in order to deliver exactly what the customer specified
- Contributes to the Business Requirements Document
Solutioning / Designing:
- Facilitate Fit\Gap analysis and requirements gathering
- Reviews functional design artefacts
- Creates solution design artefacts which include the proposed paradigm and technology, as well as providing priority ranking of the architectural system qualities (re-usability, performance etc.)
- Breaking down high-level system components into lower-level functional components for smaller teams to develop
- Identifies and intervenes to reduce the impact of risks on the delivery teams
- Engages with systems architects and development teams to ensure a smooth transition from the proposed solution into the SDLC and through implementation to final release
- Translate logical designs into physical designs taking into account the target environment, performance requirements, existing systems and any potential safety-related issues
- Making design decisions based on business requirements, which take into consideration functional and non-functional requirements of the system
- Facilitate migration planning to move from source to target architecture seamlessly
- Request Technical Debt Dispensation, if required
Coding:
- Implement the designed solutions in the required development language (typically Java) in accordance with the Vitality Group standards, processes, tools and frameworks.
Testing and Post Release Support:
- Investigate, analyze and drive resolution of reported defects
- Continues to be involved post-release in ensuring that the solution satisfies customer needs, both functional and architectural
Governance and Continuous Improvement:
- Participate in review board meetings to assess and provide input to new proposed solutions
- Ensure standards are enforced and are aligned with overall strategic architectural objectives
- Involvement in developing guidelines and standards and coaching through participation in internal forums to improve methodologies, internal processes and overall architectural rigor
- Research and development – conduct structured search and evaluation of market offerings and technologies to stay abreast of technology and competition
- Contribution to enterprise architecture competency
- Reviewing code to ensure adherence to coding best practices and standards
Personal Attributes and Skills
- Leadership & teamwork
- Negotiation skills
- Time Management
- Logistical Analysis
- Professional Communication (written, verbal/presenting and listening)
- Creativeness
- Innovation
- Stakeholder Management
- Tenacity
- Risk Management
- Conflict Resolution
Technical Skills
- In depth working knowledge of Java language features
- Knowledge of design patterns and the ability to recognize and apply them
- Solid understanding of Object Orientated programming fundamentals
- High standards for delivery
- Solution Architecture
- Knowledge of different Architecture Styles
- Structured and analytical problem solver
- Process Mapping
- Software testing pack design, functional testing
- Clean code thinking
- Coach and mentor to junior teammates
- Understanding of Agile principles
- Knowledge of Mobile App Development
Education and Experience
Required:
- Matric
- Informatics Degree or Diploma advantageous
Experience:
- 10+ years’ experience developing Java applications and at least 2 of those in a solution/system architect role
Knowledge:
- A high-level understanding of common frameworks in the Java technology stack
- Spring
- Hibernate
- Junit
- SOA
- Microservices
- Docker
- Kubernetes
- Data Modelling
- UML
- SQL
- SoapUI (SOAP) / REST client (JSON)
- Kafka
- Zookeeper
- Zuul
- Eureka
- Obsidian
- Kibana
- FluentD
- Git
- Bitrise
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Key Purpose
- The Investment Specialist is responsible for driving investment growth, product positioning and franchise enablement through deep investment and product expertise, structured support and targeted training. Operating within the Discovery Invest technical marketing team, the role provides high-impact specialist support to franchises, Business Consultants (BCs), Independent Financial Advisers (IFAs) and tied advisers, with a specific focus on the activation and enablement of new IFAs to confidently position and sell Discovery Invest solutions. The role identifies growth opportunities and drives adviser understanding, positioning and adoption of Discovery Invest products.
- This role bridges strategy and execution by combining technical investment knowledge, training, commercial insight and relationship management to activate new advisers, build sustainable assets under management, and improve client investment outcomes.
Responsibilities
IFA Activation & Growth
- Proactively activate new IFAs to support Discovery Invest.
- Identify and address barriers to entry, including product understanding and positioning through tailored specialist support
- Partner with BCs and relationship managers to identify dormant or low-activity IFAs and implement structured reactivation plans
- Leverage expertise in Discovery Invest products, funds and the broader Discovery ecosystem to support IFAs with appropriate product and fund selection, positioning, client conversations, and effective use of Discovery’s integrated ecosystem and value proposition.
- Track and monitor IFA activation progress, identifying opportunities to deepen engagement and increase investment flow
Opportunity Identification & Analysis
- Identify new business and growth opportunities across franchises in collaboration with relationship managers.
- Conduct book and quote system analysis to identify trends, gaps and activation opportunities.
- Support low-activity IFAs and tied advisers with targeted Discovery Invest engagement strategies.
- Provide structured insights and feedback to technical marketing and relationship management teams based on adviser feedback, behaviour and onboarding experience.
Adviser & Franchise Enablement
- Provide specialist investment support and insights across products, funds and platforms to BCs, tied agents and IFAs.
- Enable BCs and advisers to confidently position Discovery Invest solutions through structured guidance and insights.
- Support consistent investment engagement across franchises through regular collaboration and interaction.
- Deliver differentiated, high-touch support to priority advisers and key franchise relationships.
- Partner with distribution teams to align investment activity with broader business and growth objectives.
Product & Fund Positioning
- Support the rollout of new Discovery Invest products and funds.
- Develop and deliver simple, repeatable Discovery Invest positioning frameworks for BCs and advisers.
- Support targeted investment campaigns with franchises aimed at driving adviser activation and new product/fund adoption.
- Deliver quarterly investment and fund overviews to BCs, key brokers and IFAs.
Training & Capability Development
- Design and deliver structured investment training aligned to Discovery Invest technical marketing strategy and product priorities
- Build and strengthen investment capability across the distribution network, including Business Consultants (BCs), Agents, IFAs and Franchise Directors
- Lead onboarding and activation-focused training for new IFAs to enable confidence, competence and early Discovery Invest conversion
- Deliver targeted investment education to address knowledge gaps, under-penetrated product lines and evolving market or product developments
- Enable the effective adoption of new Discovery Invest products through clear technical training, practical application guidance and consistent messaging
Education and Experience
Required:
- Relevant tertiary qualification or equivalent NQF
- Strong investment knowledge and technical understanding
- Solid client-facing experience
- Strong presentation and communication skills
- Proficient in MS Excel
- Sound understanding of the investment landscape, including:
- Investment funds and products
- Performance analysis
- Portfolio construction
- LISP platforms
- 5–10 years’ relevant experience
Key Competencies
Self-starter with the ability to take initiative and drive projects to completion with guidance
- Strong prioritisation and time management skills
- Analytical mindset with the ability to apply expertise and technology effectively
- Resilient and adaptable, able to operate in a fast-paced environment
- Strong interpersonal skills and ability to work effectively with diverse stakeholders
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Job Purpose
- The core purpose of project management is to ensure that a project is completed successfully within its defined scope, time, and budget constraints. This involves managing internal and external projects and set up of new tenants’ installations within 1 Discovery Place
Key Outputs may include but are not limited to:
Project Assignment and Design
- Project budgets range from R1 000.00 to R20 million.
- Assist internal and external designers with design changes.
- Meet with fire engineers and procurement for RFIs and RFQs.
Procurement and Budgeting
- Brief procurement with requirements for letters of award, as well as reviewing final brief before official letters is sent to contractors.
- Drawings submitted to contractors for quotes.
- Compile project budget vs. actual costs.
- Submit costings for client approval and procurement capex approval.
Project Execution
- Project fit-out commencement with various trades.
- Project program compiled with main contractor.
- Weekly project meetings, updates and site visits during project.
- Final site visits for project sign-off with snagging.
- Finalize costings and budget.
External Projects
- Meet with landlords and professional teams to discuss terms and conditions of existing premises in conjunction with Discovery’s property management supplier.
- Ensure building regulations and occupational certificates are completed.
- Compile handover files to relevant parties.
Office Planning
- Review office plans (DFC) as a space planners for budget costings.
- Review drawings and technical elements with designer and client.
- Assist with office fit-outs, liaise with relevant teams to manage project.
DFC and DCS
- Attend meetings and site visits.
- Manage projects with head of projects.
- Work Experience
Landlord Duties
- Review leases and meet with consultants.
- Manage quotes, budgets, and fit-outs.
- Arrange access, permits, and white box reinstatements.
- Tenant space is signed-off with relevant handover documentation.
Lifestyle Services Projects
- Assist with fit-outs for new and existing service providers within Discovery.
- Obtain required approvals and ensure compliance to building regulations.
- Weekly site meetings and final sign-off of projects.
Special Projects and CSI
- Assist with various special needs projects, as required.
- Manage budgets and negotiations with suppliers.
- Maintain progress files.
Signage and Branding
- Manage new signage requests from clients.
- Meet with design team in Marketing for new signage proposals.
- Costings are reviewed and approved by client.
- Installations are arranged and signed-off.
Health and Safety
- Ensure building requirements are met for new installations and tenant installations according to Health and Safety act in construction environment.
- Assist with inductions and work permits for new and existing installations.ie. Projects, tenant fit-outs, signage and branding.
Work Experience
- 3 years project management
- CAD/Revet space planning
- Excellent administrative skills
- Verbal and written communication
- Time management skills to prioritize projects
- Financial accounting skills
- Project Management minute taking proficiency
- Project Management Organizational Skills
- Project Management Process Driven
Education / Qualifications / Accreditations with Professional Body
- Degree in project management
- 5 years project management skills
Technical Skills or Knowledge
- CAD/Revet
- Project management principles
- Infrastructure Management principles
- Construction management principles
- Technical Knowledge
- Financial skills
- People Management skills
- Communication skills
- Health and Safety knowledge
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Key Purpose
- The Travel Insurance Manager is the primary point of contact for Discovery Travel Insurance’s major accounts, Independent Brokers, Binders and Supporting Tied Agent (Retail Distribution). The role co‑owns the performance, optimisation, retention and profitability of key partnerships, ensuring delivery of mutually beneficial outcomes. The Travel Insurance Manager will drive coordinated growth strategies and ensures account activities align to Discovery’s operating model, compliance standards and commercial objectives.
Areas of responsibility may include but are not limited to
Leisure Travel: 60% allocation of time
- Manage DTI key accounts/distributors to deliver agreed KPIs including premium growth, profitability, and service performance.
- Influence product roadmaps in collaboration with peers, ensuring partner requirements are delivered within timelines.
- Optimise accounts using growth levers to improve client experience, revenue, conversion, and retention.
- Identify and implement new business, corrective actions and ancillary revenue opportunities with existing accounts/distributors.
- Develop and refine partnership management strategies to ensure long‑term sustainability.
- Driving the renewal process in collaboration with the stakeholders ensuring that the business retained meets the targeted Loss Ratio and other key metrics
Corporate & Individual Travel: 30% allocation of time
- Driving broker and binder relationships to drive incremental premium growth
- Support new business development within underwriting appetite.
- With the business stakeholders (Underwriting and Operations) respond to quote requests and assist with new business onboarding.
- Ensure accounts are renewed timeously in collaboration with DTI Underwriting.
- Fielding and addressing broker and policyholder questions ensuring that they are adequality resolved
- Conduct training with brokers and policyholders
General: 10% allocation of time
- Engaging the respective compliance and risk teams to ensure processes and policies are in line with current legislation
- Prepare and coordinate the completion of various data and analytics reports and presentations
- Assist with month end reporting and submissions/bookings
- Keep abreast of market information and industry changes
Knowledge and Skills
- Account management
- Travel insurance, ancillary revenue, partnership models
- Short Term Insurance understanding
- Microsoft 365
- Analytical and attentive to detail
- Resilient, with an ability to work under pressure and adapt to change (important to be able to retain perspective and not take things personally)
- Good team player
- Results and deadline-driven
- Quick learner
Education and Experience
Education:
- Matric (Essential)
- FAIS Compliant
- RE5
- Continuous Professional Development (CPD)
- Microsoft 365 – suite of products
Minimum Experience:
Technical knowledge and understanding of short-term insurance
4 – 6 years’ experience working within the travel insurance industry
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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 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
Method of Application
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