The successful applicant will be responsible for but not limited to the following job functions:

• Servicing all key stakeholders telephonically and via other servicing channels as required until the query has been resolved
• Servicing our members in a customer centric way to ensure that we live by our service principles
• Keeping up to date with product changes 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

Competencies and Skills

Behavioural Competencies

• Delivering results and meeting customer expectations
• Deciding and initiating action
• Analysing
• Resilient
• Following instructions and procedures
• Coping with pressure and setbacks
• Working with people
• Relating and networking
• Presenting and communicating information
• Persuading and influencing
• Learning and researching

Skills

• Excellent verbal and written communication skills;
• Excellent administration skills;
• MS Office and PC literate
• Time Management

Personal Attribute and Skills:

• Customer Centric
• Empathetic

Education and Experience

Education:

• Matric with Mathematics or Accounting minimum of 50% and above.
• Having a achieved a minimum of 50% in English in Matric
•  Basic MS Office Skills

Experience

• At least 12 months working experience in a customer services environment

Advantageous

• The Business Writing Skill

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

KZN Flexicare – Telesales Consultant

Key purpose

This position is based in the KZN Discovery Connect Sales call centre, and reports to the sales team leader. The successful individual will be required to conduct Discovery Flexicare telesales.

Key Outputs

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

• Achieve 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 1year sales experience, preferably in an outbound telesales environment

Minimum 1 year health product knowledge, Discovery Health Knowledge is an advantage

• PC literacy, email, word, excel

•Tertiary qualification an advantage

•NQF5 and RE5 qualification

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.Apply now 

Business Consultant (Pietermaritzburg))

Discovery – Sales & Distribution

Business Consultant

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

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.

• Increased Discovery 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

 EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

Legal Advisor – Discovery Life

Discovery Life

Legal Advisor

Marketing Legal

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Life

Discovery Life is an ever growing fast-paced and dynamic environment that provides innovative risk assurance to individual clients.  This environment thrives on customer engagement and customer experience as well as mutually beneficial relationships with our brokers and other stakeholders.  It is important for our employees to provide a world class service to our internal and external clients, thereby ensuring long and sustainable relationships.

Key Purpose

Providing the highest quality legal advice, legal opinions, to relevant internal and external stakeholders regarding all legal related matters to minimize risk of the organization. 

Areas of responsibility may include but not limited to

• Legal advice: Attend and oversee legal and other queries from financial advisors and clients
• Legal drafting: To draft buy and sell contracts and provide input with Estate Planning and trusts
• Collaboration: To train and advise financial advisors on how to use Discovery’s products in conjunction with tax, estate duty and forex legislation to increase sales
• Marketing: To provide seminars and high profile events to maximize the exposure of Discovery’s products by utilizing the latest tax, legal and investment highlights
• Knowledge: To stay up to date with the latest legal and tax changes affecting Discovery and the industry

Education and Experience

Essential

• Matric
• Bachelors of Laws (LLB) degree
• 10 years + experience in the Financial Services/Insurance Industry
• CFP
• Qualification in Tax

Advantageous

• LLM

Technical Skills and Knowledge

Essential

• Sound knowledge of tax, estate duty, insurance and Forex legislation
• Drafting and review of legal documentation such as buy and sell contracts, trust deeds and wills
• Ability to train and present to large groups
• Working experience in the Long-Term Insurance industry

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

Telesales Gap Consultant – Discovery Connect -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 Gap telesales.

Key Outputs

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

• Achieve Gap 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 2year sales experience, preferably in an outbound telesales environment

  Minimum 1 year Life product knowledge, Discovery Life Knowledge is an advantage

• PC literacy, email, word, excel

•Tertiary qualification an advantage

•NQF5 and RE5 qualification

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

Sales Manager: Funeral Cover

Discovery- Sales and Distribution

Sales Manager – Funeral Cover 

Location : Vereeniging

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

Key Purpose

Accountability and leadership of the Discovery Life Funeral Sales Team.

Areas of responsibility may include but not limited to:

• Lead and manage a Funeral Cover sales channel consisting of business consultants and financial advisors.
• Achievement of sales and quality targets.
• 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.
• MIS Reporting, create and maintain reporting
• Business processes and operational improvement
• Promote a positive and proactive approach to compliance and risk,
• 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 times
• Compliance and risk management and adherence
• Coach staff to improve performance and behaviors.
• Create an energetic and fun work environment
• Report any suspected misconduct.

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 that 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)
• Four – Six years sales management experience in a target driven in/outbound sales.
• Computer skills: Microsoft word; Excel; Email.
• A FAIS Recognized qualification: NQF Level 5
• RE5 and RE1Qaulification compulsory

 EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

Learnership – Long Term Insurance

Discovery Health (KZN Service Team)

Learnership: Long Term Insurance

About Discovery
 

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

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

 EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

Learnership – Wealth Management: DCDS

Discovery Connect

Learnership: Wealth Management

About Discovery
 

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Connect

Discovery Connect uses the world’s foremost lead generation and conversion techniques to deliver the highest quality sales and service for all Discovery’s products. We aim to cover one million lives by 2023 with our extensive product range – from health insurance, long and short term insurance and investments, to banking and Vitality.

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.

Areas of responsibility may include but not limited to

Wealth Management:

Telesales, Administration, Data analytics, Compliance, lead prequalifying, Quoting, client servicing, claims, pre-sale underwriting and new business,

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.

 EMPLOYMENT EQUITY

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.           

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

JHB_Discovery_Connect_Service_Consultant

Job Description

Assisting clients with queries and servicing requests of all Discovery products, within the required SLA.

Answering inbound calls timeously and making required outbound call.

Managing all queries through to resolution.

Co-ordination of own administration.

Identifying sales opportunities.

Maintaining accurate details and statistics of all queries.

Key purpose

Assisting clients with queries and servicing requests of all Discovery products within required SLA. Identifying sales opportunities.

Key Outputs

•Answering inbound calls timeously and making required outbound call

•Managing all queries through to resolution

•Co-ordination of own administration

•Identifying sales opportunities

•Maintaining accurate details and statistics of all queries

•Providing product information to all Discovery clients in line with standards and protocols

•Ownership and accountability of all telephonic and written queries

•Processing online service quotes

•Processing service changes/admin online and over billing periods

•Ensuring resolution to first time queries

Personal attributes and skills

•Excellent numeric and verbal ability

•Exceptional communication skills – predominantly listening skills i.e. identifying the problem

•Assertiveness, combined with patience and tolerance

•Pro-active problem solver, showing initiative

•Good time management skills

•Professionalism

•Attention to detail

•Sales and Servicing experience

Qualification & Experience

•At least 2-3 years’ experience in a servicing or sales environment in an outbound or Inbound environment.

•Excellent Communication skills

•FAIS accreditation – NQF 4 or 5 FAIS credits (Required)

•Regulatory exams (Minimum Requirement)

•Good Excel and Word skills

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

Assistant Tax Specialist

Discovery – Group Tax

Assistant Tax Specialist

About Discovery

Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Group Tax

The Group Tax Department is responsible for the Tax Strategy of Discovery. This encompasses the following functions:

• Responsible for tax planning, compliance, reporting throughout the group
• Provides technical advice to business to ensure compliance with existing and new legislation
• Responsible for tax calculations, tax return submissions,  tax accounting and reporting
• Engaging with and managing relationships with SARS

Job Purpose

The successful candidate will be required to assist in meeting the tax compliance requirements for international tax and Income tax compliance and reporting for companies within the group.

Areas of responsibility may include but not limited to

• Assist in researching international tax consequences and application of double tax agreements for various business transactions in order to ensure compliance with the Income Tax Act, Tax Administration Act and OECD guidelines
• Assist in the monthly monitoring of international tax transactions for the Group
• Assist in the preparation of transfer pricing documentation including the Group master file and subsidiary local files
• Assist in the preparation of Country by Country Reporting submissions and Pillar 2 requirements.
• Assist in preparation of Section 9D Controlled Foreign Company computations and IT10B submissions for the Group
• Assist in responding to SARS queries and liasing effectively with SARS in following up on outstanding items.
• Assist in the preparation of provisional and final income tax computations of various companies within the group.
• Assist in reporting on taxes in terms of IFRS, submitting tax returns and resolving any related tax queries. This includes both direct and indirect taxes.
• Assist in preparing reconciliations of various tax accounts.
• Assist in preparing and recording of group wide tax accounting entries.
• Performing ad-hoc tasks and projects to support the Group Tax team as required

Personal Attributes and Skills

• Strong analytical, interpretation and problem solving skills
• Strong interpersonal skills
• Strong attention to detail and accuracy
• Excellent communication skills (Verbal and Written)
• Ability to cope with pressure and deadlines in a fast moving environment
• Ability to work in a team or alone
• Display tenacity by managing deadlines and stimulated by working in a pressurised environment.
• Ability to plan, organize and control own work effort
• Clear and concise organization and presentation of work
• Be willing to learn and take on new projects with direction from another member of the team

Education and Experience

• Bcomm (Accounting), BComm (Taxation)
• Excellent Excel knowledge
• Knowledge, understanding and application of South African tax legislation and OECD guidelines
• Knowledge and understanding of IFRS
• 2-3 years’ experience in a tax department within a consulting firm or corporate, dealing primarily with international tax related matters.

EMPLOYMENT EQUITY   
                             
The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

APPLY HERE