Job Openings at Discovery Limited

Key Purpose 

• The role is accountable for providing world-class client service by integrating high-quality claims management with strategic relationship building.
• The successful candidate will manage a portfolio of high-net-worth clients and broker portfolios, including the end-to-end handling of complex claims. This position requires a proactive, solution-driven professional with the ability to manage escalations effectively, strengthen client retention, and support ongoing business growth.

Areas of responsibility may include but not limited to

Responsibilities (including but not limited to)

• Act as the primary point of contact for either a portfolio of Platinum and VIP brokers and clients or Purple clients, ensuring a consistently world-class of service.
• Manage end-to-end claims processes (motor and non-motor), ensuring accurate, efficient, and timely resolution of complex claims.
• Provide intermediary services, including short-term insurance customer support and the processing of policy amendments and new additions as requested.
• Professionally manage escalated queries, complaints, and service failures, demonstrating empathy and sound judgement.
• Conduct detailed portfolio reviews to identify retention, upsell, and cross-sell opportunities.
• Support new business placement by ensuring competitive, accurate, and timely quoting.
• Collaborate with internal teams and external service providers to resolve issues and optimise service delivery.
• Educate brokers and clients on systems, processes, and digital tools to promote effective self-service.
• Participate in regular broker meetings, providing insights and strategic input to enhance service outcomes.
• Demonstrate strong teamwork, effective self-management, and alignment with Discovery’s values and ways of working.
• Ensure ongoing adherence to risk, governance, and compliance requirements.

Skills required and demonstration thereof

• A strong sense of ownership and accountability for tasks and outcomes. Proactively takes responsibility when challenges arise, works independently to resolve issues, and remains focused on achieving positive results through personal initiative and follow-through.
• Resilience and composure when faced with obstacles or setbacks that impede goal achievement. Effectively manages frustration by identifying sources of interference, maintaining a constructive mindset, and taking positive, solution-oriented actions to achieve successful outcomes.
• A strong ability to engage with challenges on conceptual, interpersonal, and practical levels. Effectively analyses problems, considers multiple perspectives, and applies appropriate solutions to successfully resolve complex issues and achieve desired outcomes.
• The ability to manage situations involving opposing interests in a constructive and professional manner. Effectively addresses conflict by facilitating open dialogue, maintaining respect for all parties, and working towards mutually acceptable solutions with minimal negative impact.
• Consistent willingness to support and assist others, acting with empathy and professionalism without expectation of personal gain. Actively contributes to individual and team success by offering help, sharing knowledge, and prioritising collective outcomes.
• The ability to apply conceptual thinking effectively in the execution of the role. Utilises analytical and abstract reasoning to understand complex information, identify patterns, and translate concepts into practical actions and sound decision-making.
• A strong level of effectiveness in executing job responsibilities. Consistently completes tasks accurately and within agreed timeframes, prioritises work efficiently, and utilises resources optimally to achieve high-quality outcomes.
• A positive, engaged, and respectful attitude, characterised by kindness and emotional maturity. Maintains calm and professionalism under pressure, and when required, adopts an assertive and actively involved approach to overcome challenges and drive constructive outcomes.

Education and Experience 

• Matric (Essential)
• Degree at NQF level 6 and higher with a minimum of 360 credits related to the financial services industry or FAIS full qualification (Essential)
• RE5 certification (Advantageous) – must be completed within 12 months of employment date.
• Class of Business certificate (COB) (Advantageous/Essential)
• Continuous Professional Development (CPD) certificate (Advantageous/Essential)
• Minimum of 5 years’ short term insurance portfolio management experience, including claims and/or client service experience (Essential)
• Claims processing – motor and non-motor
• Client and broker servicing
• Portfolio and relationship management
• Working with service providers and escalations

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Key Purpose:

• The Learning & Development Consultant (Junior) supports the design, coordination, and delivery of learning initiatives that enhance employee capability and performance. A key requirement of this role is the ability to design and facilitate product house content specific to Vitality RSA. Collaborating with L&D and People colleagues, the role contributes to needs analysis, programme development, facilitation, and evaluation while building consultative and instructional design capability.

Key Responsibilities:

Learning Support & Coordination

• Assist in conducting learning needs analysis with business areas
• Support development of learning plans aligned to team objectives
• Coordinate logistics for learning programmes (virtual and in-person)
• Maintain learning calendars and internal communications

Programme Design & Content Development

• Design and develop product house training content for Vitality RSA
• Contribute to the design of workshops and blended learning solutions
• Develop training materials, participant guides, slide decks, and facilitator notes
• Support creation of e-learning content and digital resources
• Ensure learning materials are engaging, accessible, and aligned with brand standards

Facilitation & Delivery

• Facilitate product house learning modules for Vitality RSA
• Co-facilitate workshops
• Deliver selected modules (e.g., onboarding, core skills, professional skills)
• Facilitate virtual sessions and group discussions
• Support post-session follow-up and learner engagement

Stakeholder & Learner Support

• Respond to learner queries and provide guidance on development resources
• Work with the People Team to gather feedback and identify learning needs
• Build relationships with line managers to support learning uptake and application

Evaluation & Reporting

• Collect and analyse feedback data (surveys, attendance, completion rates)
• Support preparation of learning impact and evaluation reports
• Track key learning metrics and maintain accurate records

Learning Systems & Administration

• Upload and maintain learning content on the LMS
• Monitor learner progress and completion
• Support coordination with external learning providers where required

Required Qualifications

• Bachelor’s degree in HR, Education, Business, or related field (or equivalent practical experience)
• Interest in or working toward professional L&D accreditation (e.g., CIPD or ATD) is advantageous

Experience

• 2–3 years’ experience in Learning & Development, HR, Talent, or Training
• Experience supporting or delivering training sessions
• Exposure to instructional design or content development
• Experience using an LMS or digital learning tools

Core Competencies

Learning Agility

• Demonstrates curiosity and commitment to professional development
• Actively seeks feedback and applies learning to improve practice

Communication Skills

• Clear written and verbal communication
• Confident engaging with groups and stakeholders

Organisation & Planning

• Manages multiple projects and deadlines effectively
• Strong attention to detail

Collaboration

• Works effectively within HR and cross-functional teams
• Builds positive and professional relationships

Digital Capability

• Comfortable using virtual learning platforms
• Basic knowledge of learning technologies and content tools

go to method of application »

• 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

The following qualifications and experience are required:

Experience

• 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.