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Learnership – Wealth Management: DCDS 2024

Learnership – Wealth Management

Business Unit: Discovery Central Services

Function: Administration and Office Support

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.

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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.