Job Opportunities at Discovery Limited

Job Category

• We are looking for a suitably experienced financial adviser 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 adviser

Beneficial:

• Understanding of Financial Planning
• Knowledge of insurance (short-term, health, risk and investment industry)v

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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

• Long Term Insurance – Discovery Health:
• 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