Learnership: Discovery Wealth Management

Discovery Insurance

Closing Date: Not Specified
Location: Sandton, Gauteng

Discovery Sales & Distribution
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 Sales & Distribution

Discovery Sales & Distribution is an ever growing fast paced and dynamic environment that increase the sales of the product range through building relationships, superior client service and technical knowledge. 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 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:
Discovery Health Products, funeral policies, client servicing, 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.

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