Job Openings at Discovery Limited

Key Purpose of the role

• This Learnership leads to a nationally recognised FETC: Long Term Insurance NQF Level 4 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

• Call Centre: Medical Aid client servicing, claims, new business and health benefits administration

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.

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 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 25 years;
• Have effective communication skills in the written & verbal English language;
• Possess basic computer skills mainly MS Excel & MS Outlook

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Primary function of the role

• The Discovery Institute of Training is seeking a Learning and Development Specialist /Training Specialist. This position is responsible for delivering onboarding programmes and ongoing proficiency training for Financial Advisers, Broker Consultants and Independent Financial Advisers. The role involves regular engagement with internal teams and Sales & Distribution stakeholders to identify and address learning and development needs. In addition, the consultant will act as a Product Lead and Subject Matter Expert for a specific product line. This includes providing deep product knowledge, guiding strategic training efforts, and serving as a mentor and coach to peers.

Key outputs

All work must be done accurately, comprehensively, and in line with set quality standards.

• Provide regular product, systems, financial planning, and practice management training sessions to Financial Advisers, Broker Consultants and Independent Financial Advisers
• Research, develop, and implement advanced workshops on product, systems, and financial planning
• Travel as and when required to conduct training
• Build key relationships with various stakeholders
• Consult with stakeholders to identify learning and development needs
• Use data and feedback to continuously improve the effectiveness of learning solutions
• Keep up to date with industry trends, best practices, and emerging technologies, ensuring that the learning solutions remain innovative and relevant
• Monitor the effectiveness of training to ensure optimal learning and development
• Continuously develop knowledge and skills related to products and financial planning and incorporate this into learning interventions
• Ensure that information, questions, and feedback from learning interventions are communicated to the relevant areas in the business
• Facilitate and train virtually using key virtual training principles.
• Serve as a Product Lead and Subject Matter Expert for a specific product line, providing deep product knowledge, guiding training strategies, and mentoring peers to ensure product success

Competencies

The successful candidate must demonstrate the following competencies:

• Passion for financial planning and the financial services industry
• Continuously gains knowledge about products and financial planning to operate on expert level
• Takes initiative and works under own direction as well as have the ability to work in a team
• Takes responsibility for actions, projects, and people
• The ability to mentor and coach fellow team members
• Easily establishes good relationships with customers and relates well to people at all levels
• Gains clear agreement and commitment from others by persuading
• Communication skills: able to communicate clearly both verbally and in writing
• Retain a formal and professional manner
• Attention to detail
• Highly organised
• Excellent facilitation skills
• The ability to excel in a highly pressurised environment and a high-performance culture
• Comfortable with the use of generative AI tools
• Excellent project management skills
• Delivering results and meeting customer expectations
• Coping with pressure and setbacks
• Adapting and responding to change

 Experience

Essential/Advantageous

• At least five years of Learning and Development Consultant experience.
• ODETDP qualification.
• Knowledge and experience working in the financial services industry.
• Knowledge of the Discovery product offerings.
• CFP® qualification or relevant financial planning qualification.

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Key purpose

• The successful candidate will be responsible for Data Extraction and Analysis, Allocation of Leads and Reporting within the Discovery Connect team.

Key Outputs

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

• Draw data from systems and do analysis on information retrieved
• Ad hoc reporting on information retrieved and analysed
• Create regular information reports to be presented to management.
• Daily/Weekly/Monthly reporting function
• Loading of leads into Presence

Personal attributes and skills

The successful candidate will be required to display the key competencies:

• Analysis, Judgment and problem solving skills essential
• Planning and organisational skills must be well honed
• Must be able to control own work effort
• Tolerance of Stress
• Must be a Team player
• Strong Communication skills
• Must display tenacity and drive to accomplish tasks
• Must be able to work and manage deadlines
• Ability to Operate in a pressurised environment
• Ability to write SQL Queries & understand SQL Coding

Qualification & Experience

• Tertiary qualification
• Stats / Maths / Computer Science Advantage
• BSC Computer Science / IT- Degree Advantage
• Proficient in Excel, SQL, Access and Powerpoint,
•  Good knowledge of Avaya
• Minimum 2 years work experience in similar role

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Key Purpose

• The role contributes to the organisational goals by assessing, validating and finalising of all Life Cover, Serious Illness Cover, Income Protection Cover, Disability Cover claims according to the policy terms and condition whilst still adhering to service level agreements and maintaining high service standards.

Areas of responsibility may include but not limited to:

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

• The role of a Specialist Claims Assessor is to assess all claims. This will predominately include the highest value claims coming in, complex claims and escalations.
• They will be required to manage a larger and more intricate portfolio to ensure that necessary turnaround times are met.
• Skilled liaison between the advisers, customers, and internal and external stakeholders
• Assistance with complaint resolution, including escalated complaint calls and FOS cases.
• Facilitating and chairing the bi weekly complex claims meetings within the team
• Coaching and upskilling junior members of the team.
• Review and approval of claim decisions that fall outside of other assessor’s financial authority limits when necessary. This includes the review of any written communication relating to the claim decision.
• Provide input into product development and system enhancements.
• Providing managerial support in managers absence

Personal Attributes and Skills

• Deciding and initiating action
• Working with People
• Able to work unsupervised and to take initiative
• Adhering to Principles and Values
• Presenting and Communicating Information
• Conflict handling and resolution
• Collaboration and team work
• Learning and Researching
• Delivering Results and Meeting Customer Expectations
• Following Instructions and Procedures
• Adapting and Responding to Change
• Coping with pressure and setbacks
• Achieving Personal Work Goals

Technical Skills

• Effective Communication Skills (verbal & written)
• Analytical
• Conflict handling
• Soft skills

Education and Experience:

Education

• Matric/Grade 12 is essential
• Biology
• A minimum of 5 years prior experience within a claims environment in the life insurance industry is essential.
• COP (Certificate of Proficiency) in life insurance would be advantageous.
• Medical degree or diploma would be advantageous.

Knowledge:

• Microsoft Office skills, i.e. Outlook, Excel and Word are mandatory.
• Extensive knowledge of our product in the Life Insurance Industry.
• Experience within the UK Life Insurance Industry would be advantageous.
• An advanced level of understanding of medical conditions and diagnoses
• Basic Financial / Accounting knowledge would be advantageous.
• Experience in Vitality Life Claims system would be advantageous.
   

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Key Purpose

• The Marketing Consultant is a member of a high-performance marketing team that builds the Discovery Life brand, and partners with the Discovery Life business to implement marketing solutions to meet the Life’s business objectives.
• The Marketing Consultant will be responsible for running projects, using marketing and digital best practice and leveraging internal and agency relationships, to deliver marketing and digital campaigns within budget. In addition, the Marketing Consultant will provide support on a range of marketing and digital projects and integrated marketing campaigns and provide specialist marketing advice to stakeholders.

Areas of responsibility may include but not limited to:

• Being creative - Solve business needs, create integrated, best practice and creative solutions that are in line with the Discovery marketing model – and are consistent across all brands, businesses, and communities, and ensuring that consistent, relevant messages are being given.
• Working across teams - Collaborate closely with key stakeholders, including senior businesspeople and cross-departmental teams, to help achieve company and business unit objectives.
• Building relationships - Responsible for building and maintaining relationships with key businesspeople, both at a strategic and operational level.
• Contributing to the creation of intuitive, informative user journeys across all digital platforms that allow for easy navigation and enhance the Discovery Life brand experience.
• Working closely with the Discovery Life teams to ensure consistent, client centric experience.
• Creating and updating relevant communication collaterals (app screens, social media, website etc.)
• Converting technical information into audience appropriate communication

Required Skills and Experience

• Deep knowledge of the insurance industry, an understanding of its revenue and profit drivers, working knowledge of how businesses, distribution channels and marketing can use data to drive value.
• Proven experience in product ownership or management of data platforms/solutions.
• An understanding (and willingness to deepen understanding) of business concepts.
• Demonstrated leadership experience in managing technical teams.
• Experience in stakeholder management across different organisational levels.
• Strong analytical and problem-solving skills.
• Ability to translate complex technical concepts into business value propositions.
• Experience with agile methodologies and practices.

Core Competencies

Knowledge

• All relevant promotional channels
• Agency process and relationships
• Critical elements of successful digital communication
• Knowledge of website management best practice
• Production processes (advertising, media and print), including timelines and costing.

Skills

• Communicate well in English – with strong writing and verbal communication skills
• Digital platform writing, content creation and briefing skills
• Digital marketing skills including web analytics, social media and email marketing
• Basic understanding of mobile user stories, journeys and design
• Exceptional attention to detail
• Above average ability to multi-task on multiple projects without compromising deliverables or stakeholder relationships
• Time and project management skills
• Ability to convert technical information to audience appropriate communication
• Influence and persuasion skills aligned to project deliverables
• Ability to work well in within the brand team as well as across cross-functional teams
• Ability to structure, present and sell new ideas

Attributes

• Curious
• Motivated
• Detail orientated
• Customer focused
• Work well under pressure
• Team player
• Results driven
• Reliability
• Empathetic

Education and Experience

Qualifications

• Minimum 3-year undergraduate degree or diploma (BA or B.Com in Marketing or Communications) 

Experience

• Minimum 2 years’ experience in Marketing
• Experience in content marketing, rewards programmes, digital channels and client engagement would be advantageous.
• Basic digital marketing experience

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About the role

• Discovery Green is looking for a Energy Executive responsible for the growth of the leads and origination pipeline for Discovery Green.  This role will be responsible for accessing C-suite executives in South African businesses across industries and introducing them to the Discovery Green offering as the first step in the new business process. This role will also be responsible for the sales pitch, quoting and contracting of specific clients for Discovery Green’s long term products (Green Saver, Green Guarantee and Green Flex). This role reports to the Head of New Business.

Key Outputs / Job Responsibilities may include but are not limited to:

• Demonstrate expertise with respect to the Discovery Green offering and the energy market in South Africa
• Secure introduction meetings with C-suite executives at potential customers by:
• Heavily tapping existing network in the South African business world across industries
• Aggressively expanding network in the South African business world across industries, including through participation in local, regional and national industry and sales events
• Develop detailed market intelligence reports on potential customers, including profiles of C-suite executives, renewable energy strategy, customer entry point, value of the opportunity, and stage in buying process
• Responsible for the B2B sales cycle with clients for Discovery Green’s long term products (Green Saver, Green Guarantee and Green Flex) from origination to contract closing, with support from the New Business back office team
• Support strategic development of new sales pipelines, client retention and relationship management.  
• Support achievement of new business targets

Work Experience

• At least 8+ years’ experience in operations, client engagement, sales and/or technical marketing.

Education / Qualifications / Accreditations with Professional Body

• Honours degree preferred

Technical Skills or Knowledge

• Deep and broad network in the South African business world across industries
• Ability to quickly learn highly technical elements of renewable energy offering
• Ability to effectively communicate highly technical product offering to business stakeholders