Latest Jobs at Discovery Limited

Key Purpose of the role

• The primary function of this role is to effectively and efficiently manage and grow relationships between Discovery Life and all stakeholders i.e. both internal and external clients.  Ensure that quality service is delivered to these Stakeholders.   

Areas of responsibility may include but not limited to

• Implementing and monitoring the KAM strategy
• Build Broker and Employer relationships
• Collating statical information from the operation team to analyze and formulate discussions with KAM clients on trends and client overview
• Creating Employer engagements/collaborative reports and presentations
• Support the KAM Interventions team through creation of integration content and trends
• Acquire KAM new installations, broker changes and benefit enhancements packages and present to Brokers and Clients in person to ensure effective understanding of the product and internal administrative processes.
• Formulating process improvements and review from broker and client feedback
• Effective product presentations and enhancements to existing KAM clients.
• Present and communicate pre-renewals and renewals annually to existing clients.
• Query resolution for clients in credit control due to non-payment.
• Manage the relationship with internal and external clients/brokers with respect to escalations, queries and complaints.
• Ensure access to web training content.  Train Clients on how to benefit from our web offerings and functionality.
• Build and maintain client relationships through monthly meetings to retain clients.
• Manage the re-broke process to ensure retention of existing clients
• Managing Complaints and Escalations of clients to ensure high levels of service are adhered to
• Assist with staff development, coaching and training where possible to optimize staff performance i.e. ito of product knowledge
• Manage projects
• Analyze processes to identify risks and opportunities for enhancements or innovations to continuously improve business outputs
• Ensuring all risks are mitigated and escalated, this includes the identification of fraudulent activity and non-disclosure
• Providing effective, efficient, and professional service to all our clients, both telephonically and through written correspondence and client visits
• Responding to queries ensuring they are resolved timeously and effectively.

Client meetings

Personal Attributes and Skills     
The successful candidate must demonstrate the following competencies:

• Self-starter with a high attention to detail and be able to multi-task
• Good at follow through
• Exceptional ability to communicate written and orally
• Problem solving and solution focused
• Analytical – interpretation
• Building relationships
• Coping with pressure (deadlines)
• Time-Management and Organizational Skills
• Must be team orientated, willing to assist other team members in the office
• Compassion: will be working with people who are sometimes in dire situations or going through difficult transitions. Must be compassionate to their situation and working with them in a positive way
• Outstanding customer service skills
• Willing to do client and broker visits

Education and Experience

• NQF Level 6 or equivalent qualification
• 5 years and more Client Relationship Management Experience-Essential
• Employee Benefits-Group Risk Product and Operations knowledge and experience-Essential
• Employee Benefits Medical Assessor Experience-Recommended
   

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Key Purpose of the role

• This Learnership leads to a nationally recognised NC: Wealth Management NQF Level 5 qualification which consists of structured learning components combined with practical/workplace experience in the Financial Services industry. The successful candidates will be responsible for the administration and provision of support services to different business teams.

Areas of responsibility may include but not limited to

• Maintenance of accurate details and statistics related to queries received and resolved.
• Coordination of administration and routing of tasks and queries to correct departments and consultants.
• Manage required mailboxes and respond to queries within the agreed Service Level Agreement (SLA)
• Comprehensive management of queries received
• Log IT request for call retrievals
• Assist with the retrieval of call recordings.
• Identify sales opportunities

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.
• Speaks fluently and writes in a well-structured and logical manner.

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 (financial) 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 30 years;
• Have effective communication skills in the written & verbal English language;
• Possess basic computer skills mainly MS Excel & MS Outlook
• Only South African candidates by birth will be considered.

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Key Purpose of the role

• The position is responsible for the day-to-day administration within Umbrella Fund Operations, within the Retirement Funds business unit. This is a core administration function, and the incumbent would be required to holistically manage and control a portfolio of different Retirement Fund disciplines, Section 14 transfers in and out, Section 27, Section 28 and Special Rules processes. The incumbent must ensure that processes and procedures are implemented, maintained and improved. The incumbent needs to ensure operational activity is conducted within regulatory frameworks, accurately, effectively and efficiently. The incumbent must ensure that he/she has the knowledge, skills, tools and competencies required to perform the required job within service level agreements. The incumbent must have an appetite to be part of a growing new business unit, continuous improvement, able to adapt to change easily and play a role in change management within the team, challenge the status quo, inspire and motivate others. The incumbent will continually review existing processes and procedures in order to ensure the delivery of committed services to the Umbrella Funds Clients.

Areas of responsibility may include but not limited to

• Processing of all daily and monthly transactional activity within agree service levels.
• Performing QA function for document verification where necessary.
• Liaise with the transferor fund, transferee fund, Brokers, Clients and all stakeholders.
• Drafting of Special Rules, Rule Amendments and Section 14 FSCA documents.
• Process tax applications and ROT submissions to SARS.
• Ensure that day to day administration is accurate, compliant and abreast with regulatory frameworks such as, Pension Funds Act, Tax Act, Rules of the Discovery Life Umbrella Pension and Provident Funds, Participating employer special rules. Ensures delivery of key operational attributes such as data completeness and data quality.
• Dealing with queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations, ensure client expectations are met.
• Dealing with the Human Resources function for staff managed. Ensure others are trained on the processes and systems. Provides staff with clear direction. Sets appropriate standards of behaviour and outputs. Delegates work appropriately and fairly. Motivates and empowers others.
• Prepare management and client report for submission to superiors.
• Dealing with escalated calls or queries from internal stakeholders, communicate effectively with clients to resolve queries and escalations, ensure client expectations are met.
• Develop and maintain excellent business relations with internal and external brokers.
• Managing projects.
• The incumbent is the Subject Matter Expert in Retirement Fund areas under management. Produces new ideas, approaches or insights. Produces range of solutions to problems and do root cause analysis. Effective decision-making by “out of the box” thinking and weighing up risks involved.

Personal Attributes and Skills     
The successful candidate must demonstrate the following competencies:

• Communication Skills: able to communicate clearly both verbally and in writing.
• Reporting Skills: ability to consolidate information and compile reports reflecting the necessary relevant information
• Ability to communicate logically and objectively is essential components of this role.
• Attention to detail
• Very organised
• Conflict Management
• Expresses opinions, information and key points of an argument clearly.
• Probes for further information or greater understanding of a problem.
• Relates well to people at all levels.

Education and Experience

• Minimum 5 years’ experience in Employee Benefits, Retirement Funds, and Umbrella Fund – Essential
• Minimum 3 years in a supervisory role
• NQF Level 6 or equivalent
• Relevant industry qualifications (e.g. Wealth Management, Introduction to Retirement Funds)
• Proficiency in MS Office, particularly Advanced Excel; knowledge of Retirement Fund and Umbrella Fund operations, Accounting & Investments
   

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Key Purpose of the role

• The Senior Sales Manager will lead several funeral sales teams in Mass Markets. This individual will be required to develop strategies, examine growth opportunities, and enable sales improvement, and taking responsibility for the department’s performance against set targets.

Areas of responsibility may include but not limited to:

• Lead and manage Funeral sales teams consisting of Sales Managers and financial advisors in order to achieve sales and quality targets.
• Responsible for management and oversight of the FSPs activities relating to rendering of financial services, which includes advice and/or intermediary services.
• Must monitor that the statutory obligation of the FSP is complied with.
• Ensuring a professional level of interactions with intermediaries and HR contacts.
• Inductions and leads management, ensuring that campaigns and leads are correctly managed
• Ongoing liaison and relationship building with various stakeholders.
• Analyze Management Information System Reporting, create and maintain well crated reports to identify opportunities and gaps
• Uphold Business processes and identify operational improvements
• Ability to proactively manage change.
• Compliance and risk management and adherence, coach staff to improve performance and behaviours. Specifically complying with the fit and proper requirements (COB, RE, Qualification, PST and CPD).
• Foster an Energetic and Motivated Work Environment
• Representatives and Sales Managers complete all required training for their role.
• Monitor on an ongoing basis that the representatives are treating customers fairly.
• Monitor representatives under supervision to maintain the required standard.

Competencies

• Ability to engage Union representatives. 
• Logical, analytical problem-solving ability. 
• Excellent interpersonal skills. 
• Excellent verbal and written communication skills. 
• 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 organisational skills. 
• Proactive, self-motivated. 
• Able to identify, nurture and develop talent. 
• Customer oriented. 
• Ability to meet deadlines timeously 

Qualifications and Skills

• Relevant Tertiary Education required. Degree/Diploma. (BCom or Marketing) 
• 4-6 years sales management experience in a target driven sales environment. 
• Competent in MS office
• Experience managing teams country wide. 
• NQF Level 5 and Regulatory Exams compulsory. (RE1 and RE5) 
• Life Product knowledge (Advantageous)

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• The Business Intelligence (BI) Solutions Architect (SA) is responsible for conceptualizing, designing, implementing, and supporting BI solutions. The SA will envision and create solutions that meet requirements; model the pieces of an infrastructure and their points of integration; prove the feasibility of a design; create the design artifacts that are required to deliver and to maintain the infrastructure; guide a solution through to its completion; and ultimately can be implemented and supported in production.The right individual will possess experience in all stages of BI project work (requirements and logical design, physical design, implementation, testing and deployment). The BI SA should have a firm grasp of BI implementation methodologies. The candidate should possess the following:
• Analysis and Communication Skills
• Data gathering, research and analytic
• Conceptualize and design solutions

Key Responsibilities

The BI SA must understand the entire BI landscape in order to ensure that solutions are implemented in a sustainable manner

• Interact with business analysts and end users to establish information needs.
• Conduct data analysis and data profiling on various source systems.
• Design and document logical and physical data models using dimension modelling techniques.
• Review data models with functional and technical teams.
• Interact with software developers, business analysts, quality management and end users to communicate BI designs and solutions.
• Establish, maintain, and ensure compliance with data modelling and data integration standards
• Lead the creation, enhancement and implementation of newer BI standards and processes.
• Mentor junior team members.

Technical Skills

The BI Solutions Architect should understand and have expertise in the various technologies needed to implement BI solutions. The BI Solutions Architect must have experience with the Microsoft BI stack and Oracle.

Specific technical skills desired include:

• Excellent oral and written communication skills.
• Solid experience in gathering requirements for reporting solutions and data analytics.
• Solid experience in writing functional and technical specifications, process flows and source-to-target mappings
• Experience working with BI front-end tools to develop prototype solutions (Power BI, Excel)
• Strong SQL query writing ability (across database environments)
• Strong experience in logical and physical data modelling using a variety of techniques including Kimball.
• Strong database fundamentals and data modelling knowledge (normalization and de-normalization).
• Experience in ETL design and good understanding of ETL solution architectures.
• Good understanding of ODS, data warehouse, data mart, cube, and database technologies.
• Strong analytical and problem solving skills.
• Navigating ambiguity and complexity
• Strong understanding of Master Data management (MDM), Metadata Management and Data Governance (DG)
• Microsoft data technology skills (SSIS, SSAS, SSRS)

Other duties include:

• Establish domain specific standards, near/mid-term strategy, and roadmaps
• Assist the BI Unit in creating the vision for future state technologies and architecture
• Participate in research and development efforts (proofs of concept, prototypes), as subject matter experts, when introducing new technologies.
• Provide technical expertise to assist in level of effort estimates (LOE), technical resource planning and work breakdown structures for proposed and current work to support Project Management
• Participate in various phases of the SDLC to perform QA/architectural review functions and to ensure adherence to Architecture technology standards and project specific solutions architecture. (i.e., design reviews).

Experience and Qualifications

• Bachelor of Science (Information Systems, Computer Science, Mathematics)
• Minimum 5 - 7 years’ experience in BI with over 5 years’ experience in implementing BI solutions, preferably, at an enterprise level.

Advantageous

• Business Intelligence certifications will be an added advantage