Job Opportunities at Discovery Limited

Job Description

• The successful candidate will be expected to lead, manage and guide a team of  Telesales short -term  consultants to reach required targets. To facilitate any necessary course of action to achieve this purpose.

Key purpose

• To lead, manage and guide a team of Telesales short-term  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 short-term  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
• Short Term experience
• 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 Funeral Distribution team will have a total Sales Manager complement of 12 in various regions and the role of the Office Administrator would be to provide support to the sales team as well as manage operations and admin functions within each branch or office for the division.

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:

• To QA all submitted business
• To assist with the capturing of new business and claims, follow up on outstanding requirements with SLA
• To compile and action work based on the daily, weekly and monthly reports
• To assist the Sales Manager
• Collaborate with all business areas
• Monitor office efficiencies
• Service financial advisers and serve as a conduit between the manager and business
• Compile and present monthly team reports
• Ensure all on-boarding occurs within set SLAs
• Receive and service walk in clients
• Serve as a liaison to Discovery
• To answer the phone and manage office functions. To serve as a frontline administrator and
• receptionist for walk in clients
• To assist the Sales Manager with insights and trend analyses

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 & PowerPoint Presentations
• Only South African candidates by birth will be considered.

go to method of application »

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

• All tasks must be completed accurately, efficiently and at the set standard.
• Support financial planning and learning and development specialists in reviewing and developing various types of training materials aimed at upskilling financial advisers.
• Conduct research on financial products, market trends, and regulatory changes to ensure training content is current and accurate.
• Gather and analyse data to be used in training materials, case studies, and scenario planning exercises.
• Assist in preparing reports and summaries that contribute to the development of training materials.
• Assist in organising and maintaining a database of training materials and resources.
• Assist in collecting feedback from training participants to identify areas for improvement in the content or delivery methods.
• Participate in brainstorming sessions to enhance the effectiveness of training solutions.
• Stay informed about the latest trends in financial advising and wealth management to contribute innovative ideas to training solutions.
• Actively participate in ongoing professional development and training sessions.
• Engage with experienced CFPs and learning and development practitioners for guidance and mentorship, fostering personal and professional growth.

Personal Attributes and Skills

• Innovative/ critical thinking/ innovation and problem-solving skills
• Good attention to detail and levels of accuracy
• Good verbal and written communication skills, with the ability to convey complex information in a clear and concise manner
• Strong research skills with the ability to gather, analyse, and interpret data
• Sets high standards for quality and quantity and works in a systematic, methodical and orderly manner.
• Time management and planning skills
• Ability to effectively prioritise and execute tasks in a high-pressure environment
• Ability to work independently and in a team orientated environment
• 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.

go to method of application »

Key Purpose

• The Sales & Distribution team will have a total Sales Manager complement of 12 in various regions and the role of the Office Administrator would be to provide support to the sales team as well as manage operations and admin functions within each branch or office for the division.

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:

• To QA all submitted business
• To assist with the capturing of new business and claims, follow up on outstanding requirements with SLA
• To compile and action work based on the daily, weekly and monthly reports
• To assist the Sales Manager
• Collaborate with all business areas
• Monitor office efficiencies
• Service financial advisers and serve as a conduit between the manager and business
• Compile and present monthly team reports
• Ensure all on-boarding occurs within set SLAs
• Receive and service walk in clients
• Serve as a liaison to Discovery
• To answer the phone and manage office functions. To serve as a frontline administrator and
• receptionist for walk in clients
• To assist the Sales Manager with insights and trend analyses

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 & PowerPoint Presentations
• Only South African candidates by birth will be considered.
   

go to method of application »

Key purpose

• The vacancy is for an intermediate Instructional Designer within the Discovery Institute of Training. The role requires the Instructional Designer to design and develop learning curriculums and associated learning material for the Discovery Bank business according to high-quality standards.

Key outputs

• All work must be done accurately, comprehensively and in-line with set quality standards.
• Following the 6Ds methodology, create training material and assessments based on technical product information, systems and SOPs for predominantly facilitator-led training workshops and induction programmes, in line with the curriculum to ensure that learning and business outcomes are matched.
• Develop storyboards (only) for digital training material, which will be sent to a multimedia designer to create online courses, videos, podcasts, infographics, and animations in the specific software.
• Consult with stakeholders across various business areas and gather information in relation to key learning and development needs and requirements.
• Consult with business areas to agree on reasonable and achievable deadlines.
• Maintain material and ensure best practice guidelines are followed across the areas.
• Monitor and evaluate effectiveness of training to ensure optimal learning and development.

Competencies

• Extensive experience in the application of the 6Ds methodology.
• Creative and innovative.
• Very good command of the English language.
• Demonstrate strong instructional writing skills.
• Attention to detail.
• Good project management skills.
• Communicate effectively with diverse personalities.
• Delivering results and meeting customer expectations.
• Coping with pressure and setbacks.
• Adapting and responding to change.
• Relating and networking.
• Applying expertise and technology.
• Show an interest in the current economic climate and keeps up to date with daily market trends related to the banking industry.
• Good report writing skills.

Experience Required

• Two years or more experience as an Instructional Designer at an Intermediate level.
• Banking or financial services industry experience.
• Education and training qualification (ETDP), specifically Design and Development.
   

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Job Purpose 

• We are looking for a dynamic and experienced Human Resource Generalist (HRG) with a strong background in financial services to join our team. The ideal candidate will have a proven track record in HR consulting, with a particular emphasis on recruitment and talent acquisition. This role requires an individual who can provide great HR support and drive recruitment initiatives to attract top talent in the financial services sector.

This HRG role is specifically focused on the Bank’s operational divisions.

Areas of responsibility may include but are not limited to:

HR Consulting:

• Deliver on the Bank’s HR strategy that covers all aspects of the people value chain, including but not limited to recruitment, training and development, retention, performance management, employee engagement and wellness and career (talent) management.
• Advise on employee relations issues and provide solutions to improve employee engagement and retention.
• Ensure that the Discovery culture and values are alive within the Bank and that employees are engaged.

Recruitment and Talent Acquisition:

• Lead and manage end-to-end recruitment processes, from sourcing to onboarding.
• Implement effective recruitment strategies to attract top talent in the financial services industry.
• Build and maintain a strong talent pipeline for current and future hiring needs.
• Support the Bank team in establishing and achieving Employment Equity targets that will contribute to the Group goals.

HR Projects and Initiatives:

• Participate in various HR projects and initiatives to support business goals.
• Provide support in organizational development and change management efforts.
• Contribute to HR audits and provide recommendations for improvements.

Personal Attributes and Skills

• Strong recruitment and talent acquisition skills.
• Excellent knowledge of HR best practices, policies, and procedures.
• Familiarity with employment laws and regulations.
• Strong analytical and problem-solving skills.
• Excellent communication and interpersonal skills.
• Able to work independently and as part of a team.
• Understanding of the Financial Advisory and Intermediary Services Act (advantageous).
• Proficiency in MS Office suite.

Education and Experience 

• Bachelor’s degree in Human Resources, Organizational Psychology or a commerce-related field.
• Minimum of 3 years of experience in HR, and specifically, recruitment and talent sourcing.
• Experience in financial services and/or in a client service /operations environment would be advantageous.
• Exposure to and knowledge of HR Systems (e.g. SAP, SuccessFactors, Workday, Oracle).