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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 the sales of the product range through building relationships, superior client service and technical knowledge.
Areas of responsibility may include but not limited to
- All work must be done accurately, comprehensively and in-line with set quality standards and timelines.
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- Increased Discovery LA Health product sales through building relationships, superior client service and technical expertise
- Create strategic business partnerships with multiple intermediary stakeholders.
- Relationship building with internal and external stakeholders.
- Project management of new business process, from end to end.
- Intermediary reporting and trend analysis.
- Consistently deliver Discovery Health value proposition.
- Escalated query resolution and troubleshooting
- Increase the sales of the product range through building relationships, superior client service and technical knowledge.
- Review new business pipeline, follow-up, and tracking.
- Issuing of quotations
- Technical training and ongoing product support to financial advisors.
- Keeping up to date with competitor product and service offering and industry developments
- Participating in proactive sales and marketing initiatives
Personal Attributes and Skills
- Logical, analytical problem-solving ability.
- Excellent interpersonal skills.
- Excellent verbal and written communication skills.
- Ability to work independently.
- Ability to take accountability, responsibility, and ownership.
- Able to take initiative and exercise sound judgment and decision making.
- Ability to work in a highly pressurized, target oriented environment.
- Ability to deal positively with change and uncertainty.
- Strong business acumen.
- Strong sales and persuasive skills.
- Strong quality orientation.
- Good organizational skills.
- Proactive, self-motivated.
- Able to identify, nurture and develop talent.
- Customer oriented.
- Ability to meet deadlines timeously
Education and Experience
Qualifications
- 3-5 years medical scheme industry experience (required)
- Business degree (advantageous)
- RE5 (preferable)
- NQF5 in Wealth Management of Financial Planning / 120 FAIS credits (preferable)
- Knowledge of MS Office Suite
- Sales experience (advantageous)
- Knowledge of MS Office Suite
- Business degree (advantageous)
- Relevant financial services industry experience is advantageous
Experience
- Relevant financial services industry experience is advantageous.
- Sound health industry experience
- Adviser consulting experience in the financial services industry
- An understanding of financial planning
Requirements
- Valid drivers licence and insured and reliable car
- Smart-phone
- Willingness to travel
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Key Purpose
- The HR Administrator: Intern will support the Performance Services Department with day-to-day HR administration. The incumbent will be an integral part of the Performance Services Team assisting with, but not limited to the following: Recruitment administration, HR Administration, Reporting, Data Capturing, Filing, Project Administration etc. The incumbent must also be an ambassador for Discovery Health Performance Services.
Areas of responsibility may include but not limited to:
- Recruitment administration,
- HR Administration,
- Reporting,
- Data Capturing,
- Filing,
- Project Administration
- Be an ambassador for Discovery Health Performance Services
Personal Attributes and Skills
- Strong Relationship skills.
- Strong Collaboration skills.
- Strong focus on Service Excellence.
- Takes Initiative.
- Process and Task driven.
- Attention to detail.
- Uses discretion when dealing with confidential correspondence/information.
- Manages time effectively.
- Works in a systematic, methodical and orderly way, within strict SLAs.
- Works productively in a pressurized environment.
- Team player
Education and Experience
Essential
- Matric/ Grade 12.
- B Degree in HR/ HR related field.
- Highly proficient in Microsoft Office
Advantageous
- Relevant Honors qualification in HR related field.
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Key Purpose
- Build lasting relationships to retain a portfolio of high-net-worth clients by providing expert advice regularly in the structuring of a client’s portfolio to unlock long term value, while attracting new clients to meet future growth targets.
Areas of responsibility may include but not limited to
- Building long-term relationships with clients through consistent communication and interaction.
- Possessing a deep knowledge of Discovery Banks products and services offered to best represent the organization in client meetings.
- Sharing valuable and easy-to-understand information about products and services with their clients.
- Promote and maintain a positive corporate image as a Purple Relationship Banker
- Attend virtual or face-to-face meetings with clients.
- Responsible for maintaining and nurturing existing clients by analysing client portfolios and offering guidance to maximise the use of Discovery Bank products.
- Identifying new opportunities for cross-selling across the Discovery Group by means of referrals and upselling/upgrading existing clients within Discovery Bank.
- Excellent communication skills, foster loyalty, and advocacy among their clients by providing exceptional service, delivering on promises, and exceeding expectations.
- Important to liaise with other Relationship Bankers in the team, to share best practices, insights, and feedback.
- Proactively identifying potential clients and assistance with onboarding to increase the Purple client base.
- Queries or investigations are responded with the ‘today’s work today’ principle.
- The ability to be flexible and agile when dealing with ad-hoc tasks given by Management.
- Proactive and critical thinking to anticipate and solve problems posed by Purple clients.
Personal Attributes and Skills
- Work Ethic
- Commitment to hard work and dedication to one's role.
- Problem Solver
- Come up with innovative solutions that will benefit the client and organisation.
- Looks beyond the obvious.
- Finds sustainable solutions.
Communication
- Excellent interpersonal skills and the ability to communicate clearly, effectively and build strong relationships with others.
Values Driven
- Committed to integrity and ethics in business.
- Behaves consistently with Discovery Values.
Team Player
- Ready, willing, and able to support the team.
Education and Experience
- Matric.
- Degree in Finance, Economics or Accounting.
- FAIS accredited (RE5).
- 3 to 6 years’ experience in a Private Banker role managing a portfolio of clients.
- Experience with face-to-face meetings with clients is essential.
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Key Purpose
- To deliver world class service to all Discovery Health Members, Providers, Employer groups, Hospitals, and Brokers by supporting and fully resolving their queries through various servicing channels, primarily over the telephone.
- To effectively manage the risk of in-hospital admissions by using your clinical knowledge and integrating this with your understanding of the benefits of the scheme and ensuring accurate information regarding funding
Key outputs
The successful applicant will be responsible for but not limited to the following job functions:
- Confirming benefits according to set protocols and funding rules
- Accurately obtaining and capturing information to confirm correct funding
- Servicing all key stakeholders telephonically and via other servicing channels until the query has been resolved
- Servicing key stakeholders in a customer centric way to ensure that we live by our service principles
- Keeping up to date with product changes and benefits to ensure that all key stakeholders are accurately serviced
- Continuously staying abreast of all digital servicing tools within the business and ensuring that the functionality is fully understood
- Achieving and exceeding key performance metrics relating to service delivery
- Keeping abreast of continuous process, product updates and digital tools
- Dealing with multiple interactions
- Consistently utilizing all servicing tools available
Competencies and Skills
Behavioural Competencies
- Following instruction and procedures (Self-development)
- Analysing (Managing Complexity)
- Learning and Researching (Nimble Learning)
- Presenting and communicating information (Communicating effectively)
- Delivering results and meeting customer expectations (Customer focus)
- Deciding and initiating action (Decision Quality)
- Working with people (Collaborating)
- Writing and reporting (Communicating effectively)
Knowledge
Skills
- Time Management
- Verbal and written communication
Personal Attribute and Skills:
- Customer Centric
- Knowledge of Anatomy and Physiology
- Time Management
Education and Experience
Education:
- Matric
- South African accredited Clinical Qualification
Experience
- At least 6 months working experience in a customer services or clinical environment
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Job Description
- Sell the Discovery Bank Product Suite to clients via inbound or outbound calls. Manage and convert various lead types that are generated by the business. This will also require you to maintain and grow a strong client base and build a healthy pipeline for future sales. Respond to new and current leads regarding product enquiries with the intent of possible conversion into a sale.
Key purpose
- To achieve targets that will grow Discovery bank. Build the brand and ensure that clients engage our range of products and benefits and experience our shared value offering and get client to bank healthier.
Key Outputs
The successful individual will be required to perform on, but not limited to the following key outputs:
- Consistently achieve Sales and Activation targets
- Capture all client application information accurately
- Ensure that correct products are sold to clients
- Maintaining accurate details and statistics of all queries.
- Meet all Productivity requirements
- Meet all Quality and Compliance requirements
- Time Management
- Successfully complete all Assessments on an ongoing basis
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 2-year sales experience, preferably in a home loan telesales environment
- Minimum 1 year bank product knowledge, Discovery Bank Knowledge is an advantage
- PC literacy, email, word, excel
- Tertiary qualification an advantage
- NQF5/National Certificate: Banking NQF level 5 and RE5 qualification
go to method of application »
Key Purpose
- To deliver world class service to all Discovery Health Members, Providers, Employer groups, Hospitals, and Brokers by supporting and fully resolving their queries through various servicing channels, primarily over the telephone.
- To effectively manage the risk of in-hospital admissions by using your clinical knowledge and integrating this with your understanding of the benefits of the scheme and ensuring accurate information regarding funding
Areas of responsibility may include but not limited to:
- Confirming benefits according to set protocols and funding rules
- Accurately obtaining and capturing information to confirm correct funding
- Servicing all key stakeholders telephonically and via other servicing channels until the query has been resolved
- Servicing key stakeholders in a customer centric way to ensure that we live by our service principles
- Keeping up to date with product changes and benefits to ensure that all key stakeholders are accurately serviced
- Continuously staying abreast of all digital servicing tools within the business and ensuring that the functionality is fully understood
- Achieving and exceeding key performance metrics relating to service delivery
- Keeping abreast of continuous process, product updates and digital tools
- Dealing with multiple interactions
- Consistently utilizing all servicing tools available
Competencies and Skills
- Following instruction and procedures (Self-development)
- Analysing (Managing Complexity)
- Learning and Researching (Nimble Learning)
- Presenting and communicating information (Communicating effectively)
- Delivering results and meeting customer expectations (Customer focus)
- Deciding and initiating action (Decision Quality)
- Working with people (Collaborating)
- Writing and reporting (Communicating effectively)
Personal Attribute and Skills:
- Customer Centric
- Knowledge of Anatomy and Physiology
- Time Management
Education and Experience
Education:
- Matric
- South African accredited Clinical qualification
Knowledge:
Experience
- At least 6 months working experience in a customer services or clinical environment
Method of Application
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