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  • Posted: Feb 27, 2025
    Deadline: Not specified
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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...

     

    Compliance Officer- KZN

    Job Description

    • The purpose of this role is to provide sound advice to FSPs, representatives and key individuals regarding legislation, regulation, industry standards, codes, guidelines and best practice protocols through compliance risk management principles, policies, processes and procedures.

    Job Responsibilities may include but are not limited to:

    • Advise management on implementing and maintaining an appropriate compliance framework which meets the compliance-related objectives of the business.
    • Identify training and awareness needs.
    • Build, develop and maintain strong cross-functional relationships with the key internal and external stakeholders to assess and anticipate emerging risk areas that involves the operations of key individuals, representatives, juristic representatives.
    • Advising, representatives, juristic representatives and key individuals on suitable control frameworks to implement regulatory obligations.
    • Providing guidance into business processes, procedures and systems.
    • Keep abreast of regulatory developments and changes in the financial services industry, with particular focus on FAIS and all subordinated legislation.
    • Conduct onsite visits at key individuals, representatives and juristic representative offices to perform the following:
    • Client files reviews
    • Office assessment looking at compliance operational processes and POPIA requirements.
    • Presentation on compliance updates i.e. Regulatory updates, compliance exposures, complaints, regulatory deadlines.
    • Establish appropriate mechanisms to ensure effective oversight to:
    • coordinate and drive compliance in the Distribution channel and assist management to implement or review compliance structures that will encourage a compliance culture.
    • monitor and enforce effective control, governance and compliance standards.
    • engage with key individuals, representatives, juristic representatives and franchises on any incidents and exposures and ensuring that these are dealt with in line with regulatory requirements.
    • ensure policies, standards and frameworks are appropriate for the business.
    • support the implementation of appropriate monitoring of compliance with regulatory requirements.
    • provide comprehensive reports and feedback to senior management.
    • Managing regulatory changes:
    • analyse changes and evaluate the impact on business and communicate to business.
    • providing guidance and support to business on the implementation of new and amended regulatory requirements.
    • ensure timeous implementation of new and amended regulatory requirements.
    • engage with business to draft comments on proposed legislation and amendments to Regulation.
    • Manage ad hoc projects as may reasonably be assigned by management in line with regulatory and business needs.

    Work Experience

    • 2 years’ of working experience in a financial services compliance role

    Education

    • Relevant tertiary education
    • Member of CISA, FPI would be advantageous.

    Skills

    • Knowledge of local (South African) legislation relating to financial services and able to interpret and apply legislation, including, but not limited to the following: FAIS, Protection of Personal Information Act, Insurance Act.
    • Understanding of Compliance methodology, working knowledge of all elements comprising.
    • Efficient time management skills, including quick turnaround time on quality work.
    • Problem solving skills and conflict-management of situations in a constructive and professional manner.
    • Ability to make rational judgements from the available information and analysis and provide considered and consistent advice.
    • Communication, reporting and presentation skills.
    • Ability to work as a team, understand the impact of decisions and be confident enough to raise concerns within the team and to senior management.
    • Research ability and attention to detail.
    • Detailed expertise in the operation and governance requirements of FSPs.
    • Develop an effective network with business representatives and to build the necessary trust relationship with business representatives.
    • Writes in a well-structured and logical way – must have ability to write and review compliance policies and draft compliance guidance notes and reports with detail required to inform the business of regulatory requirements and potential impacts.
    • Able to work well under pressure.
    • Efficient time management skills, including quick turnaround time on quality work.

    go to method of application »

    Compliance Officer (Gauteng)

    Job Description

    • The purpose of this role is to provide sound advice to FSPs, representatives and key individuals regarding legislation, regulation, industry standards, codes, guidelines and best practice protocols through compliance risk management principles, policies, processes and procedures.

    Job Responsibilities may include but are not limited to:

    • Advise management on implementing and maintaining an appropriate compliance framework which meets the compliance-related objectives of the business.
    • Identify training and awareness needs.
    • Build, develop and maintain strong cross-functional relationships with the key internal and external stakeholders to assess and anticipate emerging risk areas that involves the operations of key individuals, representatives, juristic representatives.
    • Advising, representatives, juristic representatives and key individuals on suitable control frameworks to implement regulatory obligations.
    • Providing guidance into business processes, procedures and systems.
    • Keep abreast of regulatory developments and changes in the financial services industry, with particular focus on FAIS and all subordinated legislation.
    • Conduct onsite visits at key individuals, representatives and juristic representative offices to perform the following:
    • Client files reviews
    • Office assessment looking at compliance operational processes and POPIA requirements.
    • Presentation on compliance updates i.e. Regulatory updates, compliance exposures, complaints, regulatory deadlines.
    • Establish appropriate mechanisms to ensure effective oversight to:
    • coordinate and drive compliance in the Distribution channel and assist management to implement or review compliance structures that will encourage a compliance culture.
    • monitor and enforce effective control, governance and compliance standards.
    • engage with key individuals, representatives, juristic representatives and franchises on any incidents and exposures and ensuring that these are dealt with in line with regulatory requirements.
    • ensure policies, standards and frameworks are appropriate for the business.
    • support the implementation of appropriate monitoring of compliance with regulatory requirements.
    • provide comprehensive reports and feedback to senior management.
    • Managing regulatory changes:
    • analyse changes and evaluate the impact on business and communicate to business.
    • providing guidance and support to business on the implementation of new and amended regulatory requirements.
    • ensure timeous implementation of new and amended regulatory requirements.
    • engage with business to draft comments on proposed legislation and amendments to Regulation.
    • Manage ad hoc projects as may reasonably be assigned by management in line with regulatory and business needs.

    Work Experience

    • 2 years’ of working experience in a financial services compliance role

    Education

    • Relevant tertiary education
    • Member of CISA, FPI would be advantageous.

    Skills

    • Knowledge of local (South African) legislation relating to financial services and able to interpret and apply legislation, including, but not limited to the following: FAIS, Protection of Personal Information Act, Insurance Act.
    • Understanding of Compliance methodology, working knowledge of all elements comprising.
    • Efficient time management skills, including quick turnaround time on quality work.
    • Problem solving skills and conflict-management of situations in a constructive and professional manner.
    • Ability to make rational judgements from the available information and analysis and provide considered and consistent advice.
    • Communication, reporting and presentation skills.
    • Ability to work as a team, understand the impact of decisions and be confident enough to raise concerns within the team and to senior management.
    • Research ability and attention to detail.
    • Detailed expertise in the operation and governance requirements of FSPs.
    • Develop an effective network with business representatives and to build the necessary trust relationship with business representatives.
    • Writes in a well-structured and logical way – must have ability to write and review compliance policies and draft compliance guidance notes and reports with detail required to inform the business of regulatory requirements and potential impacts.
    • Able to work well under pressure.
    • Efficient time management skills, including quick turnaround time on quality work.

    go to method of application »

    DC- Insure -Telesales Consultant - Park Square (KZN)

    Job Description

    • Identifying sales opportunities.
    • Answering inbound calls timeously and making required outbound calls
    • Co-ordination of own administration
    • Identifying sales opportunities
    • Maintaining accurate details and statistics of all queries

    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 Insure telesales.

    Key Outputs

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

    •  Achieve Insure 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 2 years sales experience, preferably in an outbound telesales environment
    • Minimum 2 years short-term product knowledge, Discovery Insure Knowledge is an advantage
    • PC literacy, email, word, excel
    • Tertiary qualification an advantage
    • NQF5 and RE5 qualification

    go to method of application »

    Marketing Consultant

    Key purpose

    • The Marketing Consultant will be accountable for supporting the sales channel allocated to them with strategic Rewards and Recognition, marketing and design initiatives. They will be accountable for creating strategic marketing plans that should be delivered timeously, within budget and in line with the organisation’s goals and the team’s objectives in supporting the overall sales force. They should also be able to continuously assess and measure their strategies to identify key growth opportunities. They must also have AI and creative design tools knowledge. 
    • They will be required to leverage key internal partnerships to be able to support the sales force in the branding, communication and compliance that may be required.

    Overview of the role

    • The Marketing Consultant will work with their team and manager to partner with our franchises, internal channels, and business to develop and implement integrated, strategically aligned marketing solutions.

    Key outputs

    Participates in the delivery of marketing and recognition initiatives

    • Contributes to the creation of innovative and integrated solutions to improve business practices, processes, sales efficiencies, or effectiveness.
    • Implements the marketing, recognition, brand, and communication plans and targets for the area of responsibility within Discovery S&D.
    • Creates and updates communication collateral (collateral brochure, branding requirements, newsletters, social media, website etc.).
    • Considers all communication channels for campaigns and marketing.
    • Employs marketing expertise (content marketing generation, use of approved AI and creative design tools) to produce high quality marketing material, communication, and campaigns.
    • Sources and creates marketing and recognition material (printed and digital) in line with company guidelines and portfolio requirements.
    • Translates communication into different media for different audiences. Convert technical information into audience appropriate communication that will drive the required engagement.
    • Coordinates information flow between the department, clients, and service providers.
    • Collates, compiles and reports on key business metrics within their area of responsibility to gain insights and opportunities.
    • Continiously proposes initiatives and identifies opportunities for growth, expansion, or new direction.

    Assists in design and collaboration responsibilities for recognition and digital initiatives

    • Collaborates with the internal design team and agencies to develop concepts and designs for print and digital use including email banners, adverts and more.
    • Has experience in utilizing design tools such as Canva, Adobe Express, InDesign and Adobe Photoshop to create and edit visual content, ensuring designs are consistent with brand guidelines and effectively support marketing campaigns.
    • Assists with the creation of designs that are visually appealing and effective in communicating information to our sales force.
    • Modifies and revises existing designs to improve quality and to meet our Marketing team’s needs.
    • Research and stay up to date on design trends and be able to incorporate these onto our CI and standards.

    Builds and manages operational relationships with stakeholders

    • Liaises with different business units to understand their business needs and how they relate to the distribution channels.
    • Coordinates, balances, and aligns distribution requirements and quality of service to build brand presence and strength.
    • Engages with stakeholders to understand and be able to resolve concerns and build sustainable relationships.
    • Collaborates with stakeholders to plan and implement solutions to business challenges and keep them up to date on progress.
    • Conceptualises communication plans as needed and ensure that messages are relevant and consistently framed and positioned across all communication channels and timeously delivered according to the communication plan.
    • Measures, assesses, and presents results of communication efforts of every element or project to identify opportunities and learnings.
    • Conducts market research, generates ideas, and makes recommendations accordingly.
    • Acts as an expert adviser and provide astute marketing recommendations where applicable to stakeholders and colleagues.
    • Participates in meetings and forums to share knowledge, encourages innovation and coordinates marketing initiatives.
    • Uses stakeholder feedback to inform personal and service delivery improvements.

    Coordinates and optimises marketing and recognition projects

    • Defines, plans, and delivers small and ongoing projects from start to completion within the scope, budget, agreed timelines and to specified quality requirements.
    • Secures approval, manages timelines, and monitors budget for marketing material related to projects.
    • Manages and takes accountability for deadlines and the production process.
    • Supports senior team members throughout respective project lifecycles (from conception to post implementation).
    • Monitors and measures the success of marketing initiatives and implement corrective action.
    • Coordinates suppliers and communication requirements for projects.
    • Chases cost estimates and samples where necessary.
    • Identifies possible risks and opportunities and provide contingency plans.
    • Analyses the internal service delivery processes, identify areas for improvement and make changes to comply with best practices.
    • Translates communication into different media for different audiences.

    Contributes to team success and ensures continuous improvement and professional development

    • Participates in the performance contracting and review process within agreed timelines.
    • Participates in Talent Management initiatives in line with HR policies and procedures.
    • Shares information and provides regular and constructive feedback to line manager and colleagues to improve team performance and ensure skills transfer.
    • Maintains up to date professional, product and technical knowledge and participates in planned activities that are appropriate for own development.
    • Contributes to the team’s success by ensuring team commitment and cohesion; values individual contributions and shows respect for others.
    • Respects diversity and encourages an environment that values inclusivity.

    Skill

    • Time and project management
    • Attention to detail and foresight for due diligence on projects and reviewing documents
    • Communicate well in English both in writing and verbally
    • Convert recognition information to audience appropriate communication
    • Critically evaluate communication elements:
    • Influence and persuade people to get things done
    • Negotiate
    • Present and sell your ideas
    • Question processes, strategy and outputs
    • Multi-task on multiple projects
    • Basic understanding of design principles for digital and print
    • Proficiency in Canva and revising designs
    • Use of design tools such as Adobe Express, InDesign and Adobe Photoshop will be adventitious 

    Attributes

    • Empathetic
    • Diplomatic
    • People and relationship focused
    • Sociable
    • Team player
    • Seen as a trusted adviser by clients
    • Resilient
    • Able to work calmly under pressure and provide answers and direction to others
    • Flexible and adaptable
    • Tenacious and persistent
    • Dynamic, energetic and driven
    • Confident
    • Passionate
    • Have initiative and action oriented - being a self-starter and doer
    • Naturally inclined to work hard
    • Solution oriented
    • Detail oriented
    • Ability to think outside the box
    • Align with the Discovery values

    Key characteristics

    Qualifications

    • Minimum three year undergraduate degree or diploma (marketing or communication focused) OR relevant industry qualification.
    • Minimum of three years’ experience in Discovery or in marketing, PR or communication
    • Relevant industry experience
    • Knowledge of the Sales and Distribution structure advantageous.

    Competencies

    • Discovery’s products and business processes
    • Various media channels, including digital
    • Agency process and relationships
    • Print and production processes (including timelines and costings)
    • Excellent communicator
    • Persuading and influencing
    • Delivering results and meeting stakeholder expectations
    • Have initiative - being a self-starter
    • Presenting and communicating information clearly
    • Adapting and responding to change
    • Action and solution oriented
    • Tenacious and persistent
    • Stress management - ability to work calmly under pressure and provide answers and direction to others
    • Multitasking.

    Method of Application

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