Openings at Discovery Limited

Key Purpose

• Leading Discovery Life Funeral Sales Team at the relevant branch in order to achieve set sales target.

Areas of responsibility may include but not limited to:

• Lead and manage a Funeral Cover sales channel consisting of financial advisors in order to achieve sales and quality targets.
• Ensuring a professional level of interactions with all stakeholders
• Inductions and leads management, ensuring that campaigns and leads are correctly managed
• MIS Reporting - create and maintain reporting
• Ensure business processes are adhered to, and operational improvements are recommended.
• Ability to proactively manage change.
• To work as a team player within a team environment, participating willingly and providing support and guidance to colleagues at all time
• Adherence to compliance and risk management
• Coach staff to improve performance and behaviours.
• Create an energetic and motivated work environment
• Report any suspected misconduct in line with Discovery values and relevant regulation.

KI responsibilities may include but not limited to

• A KI is responsible for management and oversight of the FSPs activities relating to rendering of financial services, which includes advice and/or intermediary services.
• Must monitor the statutory obligation of the FSP are complied with.
• Must comply with the fit and proper requirements (COB, RE, Qualification, PST and CPD).
• Ensure that representatives are compliant with the fit and proper requirements.
• Representatives complete all required training for their role.
• Review the advice rendered by the representative.
• Monitor on an ongoing basis that the representatives are treating customers fairly.
• Supervise representatives under supervision:
• To ensure that all the required fit and proper requirements are complied with (Qualification and PST),
• where monitoring of representatives under supervision is delegated, the following should be done:
• record the process of delegation and the reporting frequency monitoring done.
• Instil a culture of treating customers fairly in all aspects of the business.
• Ensure that there are business processes and operational ability.

Competencies

• Ability to engage Union representatives.
• 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.
• Ensure ethical business activities and maintain transparency of branch dealings.

Qualification and Skills 

• Matric (Grade 12)
• 3 – 4 years sales management experience in a target driven in/outbound sales.
• Competent in MS office
• A FAIS Recognized qualification: NQF Level 5
• RE5 and RE1Qaulification compulsory
• 1- 2 years leadership experience (Advantegous)
• Life Product knowledge (Advantegous)

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Job Purpose 

• The Manager of Strategic Projects works within the CEO’s office where they will manage and own ongoing Bank and Discovery SA projects to delivery. The ideal individual will be responsible for ensuring that all projects are implemented in a timely manner, and in ways that are consistent with the organisational priorities, budgets and regulatory requirements. The role will also include work in the CEO’s office to support the function of the CEO including Board reporting, and management of key events.

Areas of responsibility may include but are not limited to:

• Drive the development and implementation of products and programs for the business unit
• Responsible for driving the project plans and timelines within the CEO’s office
• Develop and implement strategies to ensure that all tasks remain on schedule. Manage project team and implementation meetings with staff and key stakeholders
• Conducts needed research and remains abreast of regulatory and market changes
• Communicates information to staff and stakeholders, through trainings and written documentation
• Develops written plans
• Creates strategy documents for the business unit
• Responsible for reporting to the Board and EXCO on as well as regulatory presentations and the interim/annual financial results
• Owns the results and regulatory communication within the Bank
• Develops progress reports and other data analyses, as appropriate
• Communication with internal business owners and subject matter experts
• Ad hoc research, analysis and projects
• Develop presentations, reports and other strategic communications

Personal Attributes and Skills 

• Excellent communication skills
• Attention to detail
• Simplify complex messages
• Innovation / Creativity
• Adaptability
• Customer service orientation
• Initiative
• Organisational awareness
• Ability to work independently and efficiently
• Ability to work under pressure and meet deadlines
• Ability to recognise and resolve problems

Education and Experience 

• A relevant tertiary qualification in a numerical or analytical field
• 5 or more years relevant strategic project experience
• Previous experience with strategic projects in the banking industry will be advantageous
• Management consulting in a financial services industry will be advantageous
• Actuarial or finance background would also be advantageous
   

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Key purpose

• To lead, manage and guide a team of Telesales consultants to reach required targets. To facilitate any necessary course of action to achieve this purpose.

Key Outputs

The successful candidate will be expected, but not limited to perform the following key outputs:

• Leading and managing a team of 10 – 12 telesales agents
• Performance Management, coaching and developing team.
• Drive staff to achieve required targets and is accountability for teams overall sales targets
• Assessment of consultants calls - QA.
• Assisting with interviews & Role plays.
• Dealing with elevated queries/problems.
• Managing the ongoing relationship between brokers.
• Ensuring continual communication between management and staff.
• Adhere to and enforce internal policies.
• Inspire, motivate and support team.
• Able to work overtime from time to time, which may include weekends.

Personal attributes and skills

• Excellent verbal and numeric communication skills
• Sales Orientated
• Quality driven
• People-focused
• Quality driven
• Attention to detail
• Strong Interpersonal Skills
• Strong Leadership skills
• Problem solving skills
• Decision making skills
• Stress tolerance
• Excellent time management skills
• Organizational awareness
• Ability to work within a team and drive team culture

 Qualification & Experience

• Grade 12 – essential
• 4 years outbound/ Inbound experience – essential
• 3 years Team Leader/leadership experience – Non negotiable
• Proficient in English – essential (writing, reading, speaking)
• Bi-lingual – advantage (writing, reading, speaking
• Computer literate - MS Office, especially Excel – essential
• Regulatory Exam and NQF 5 FAIS credits
• BCOMM or related degree will be advantageous

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Key Purpose 

• The Query Analyst (Junior) will primarily handle Discovery Health claims system issues raised by various business units via Paradigm inquiries or incidents logged on the ServiceNow (SNOW) platform. The role requires strong knowledge of Discovery Health product, rules, and systems to validate and assess the impact of each issue, ensuring accurate and timely resolution.

Areas of responsibility may include but not limited to 

• Review and respond to Paradigm inquiries and SNOW incidents
• Ensure daily completion of allocated inquiries in line with service level expectations.
• Investigate reported issues using available system tools and resources.
• Validate the accuracy and relevance of each issue by applying system knowledge and business rules.
• Maintain comprehensive records of investigations, resolutions, and follow-up actions.
• Identify recurring issues and contribute to process and system improvement initiatives.
• Log SNOW incidents with development teams when system issues are identified.

Personal Attributes and Skills 

Behavioural skills  

• Tenacity, Stress Management, Persuasion, Client orientation, Analytical thinking 

Technical Skills  

• Analytical, Troubleshooting techniques, Business writing (reports) and Presentation 

Education and Experience

• Matric and/or relevant IT qualification
• Minimum of 2 years’ experience in an IT environment or Health Insurance Industry
• Discovery Health and Inhouse Plan benefit knowledge
• Proficient in MS Office, ServiceNow, BMS and Paradigm