Job Opportunities at Discovery Limited

Key Purpose of the role

• Selling the Estate Preserver and collecting information for drafting of wills. Building relationships with Financial Advisors and identifying additional opportunities for the Financial Advisors. Offering superior client service and technical knowledge.

Areas of responsibility may include but not limited to

•  Gathering accurate information for the drafting of Wills
•  Issuing of quotations
•  Ensuring all compliance is complied with
•  Liaising with internal departments on processing issues
•  Follow-up and tracking of business submitted
•  Developing and maintaining Advisor relationships
•  Communicating effectively with the Advisor and Identifying opportunities
•  Building relationships with internal departments to ensure superior service is offered to clients
•  Participating in proactive sales and marketing initiatives

Personal Attributes and skills

•  Assertiveness
•  Self-confidence
•  Honest and ethical
•  Resilience
•  Perseverance
•  Able to manage stress and stressful situations
•  Results driven
•  Self -Disciplined
•  Able to influence and negotiate
•  Persuasiveness
•  Build strong relationships
•  Use own initiative
•  Decisiveness
•  Time Management
•  Ability to meet Deadlines timeously
•  Ability to report back with accurate and concise feedback
•  Ability to communicate effectively
•  Ability to understand the client’s needs effectively
•  Attention to detail

Qualifications and Experience

•  Minimum: 2 years of sales experience
•  NQF5 in Wealth Management
•  RE5
•  Sound knowledge of the Insurance Industry (Advantageous)
•  Broker consulting experience in an insurance company or investment house (Advantageous)
•  Knowledge of MS Office Suite

Other

•  Own insured transport, cell phone and valid driver’s license
•  Willingness to undertake business travel across Gauteng
•  Ability to conduct meetings online (Zoom / Microsoft Teams)

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About Payroll

• The successful candidate will be responsible for assisting the payroll department with their daily functions. They will be responsible for but not limited to capturing and maintaining their assigned cost center employee payroll records.

Key Purpose of the role

• The successful candidate will be responsible for assisting the payroll department with their daily functions. They will be responsible for capturing and maintaining their cost center employee payroll records

 Areas of responsibility may include but not limited to

• Attending to call centre queries
• Assisting with internal and external payroll queries
• Assist walk in clients at payroll front desk
• Reconciliation of input and salaries at QA’s and Recon stage
• Extracting of reports from VIP
• Inductions for new starters
• Calculation and preparation of claw backs
• Process separation agreements on payroll and apply for tax directives
• Capturing of LOA – new hires
• Capturing additional DEZ and central payroll input
• Processing various deductions for employees
• Preparing manual salary adjustment payments
• Employee transfers
• Process terminations
• Update changes in banking details, marital status, job titles, job levels etc
• Submit NMG pension and provident withdrawals
• Provide letter of employment and UI19 forms to employees
• Applying for tax numbers by use of SARS e-filing
• Importing payroll batches onto Sage
• Individual leave recons for employees and processing of leave adjustments
• Daily filing and scanning
• Ad-hoc payroll related duties
• Preparation of manual payments excluded from the monthly pay run cycle
• Backup to Payroll Administrators
• Maintain relationships with service providers and 3rd parties
• Maintain relationships with HRA’s and Cost Centre managers within Discovery
• Provide payslips and IRP5 to employees
• Drafting SOP’s

 Competencies and Attributes

• Follow processes and procedures
• Effectively resolve queries within a 24 hour resolution turnaround time
• Have strong organizing and time management skills
• Accurate and attention to detail
• Good MS Excel, MS Word and Outlook skills
• Take the initiative to make quick decisions
• Ability to find solutions to problems
• Meet deadlines and targets

 Education and Experience

• Minimum matric with mathematics and accounting
• Certificate/ diploma in accounting
• Certificate in Sage VIP People
• Microsoft proficiency
• Legislation knowledge of the Labour relations, Basic conditions of employment Act, SARS – PAYE, NMG, Paradigm
• computer literate
• Minimum of two years Sage VIP experience

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Key Purpose

• To ensure correct product knowledge and transfer of skills for efficient functioning within various positions while embedding the culture and values.

Areas of responsibility may include but not limited to

• Conduct regular training needs analysis.
• Design and develop learning programs i.e., launch of new benefits, systems changes, based on needs identified through training needs analysis.
• Prepare, Plan and Coordinate learning interventions.
• Ensure that all learning material is updated.
• Facilitate induction of new employees and training for existing employees (virtual or in person)
• Design Assessments i.e., monthly, Adhoc and Induction assessment.
• Use expert knowledge of learning principles to ensure that learning is relevant, retained, and fit for purpose.
• Conduct post-training evaluations.
• Provide feedback on performance improvements and interventions to key stakeholders.
• Ensure accurate data management on the Learning Management System.
   

Personal Attributes and Skills

• Working with people
• Persuading and influencing
• Presenting and communicating information
• Applying expertise and technology
• Learning and researching
• Creating and innovating
• Planning and organising
• Delivering results and meeting customer expectations
• Instils Trust
• People Savvy
• Drives Results
• Problem
   

Qualification

• Matric (Essential).
• Train the trainer (Advantageous)
• OD-ETD Certificate (Advantageous)
• Relevant 3-year qualification (Advantageous).
• CFP qualification or relevant qualification (Advantageous).
• NQF 5 Short-Term insurance qualification (Advantageous)
   

Experience

• Minimum 2 years relevant Training & facilitation experience
   

Knowledge

1. Facilitation skills
2. Presentation skills
3. MS Office
4. Communication skills
5. Product knowledge
6. Discovery Policies and Procedures
7. Development and structure of training material
8. ABET principles
9. Short Term Insurance industry