Learnership - Wealth Management

14 hours ago

Sandton, South Africa Discovery Full time R80 000 - R120 000 per year
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. The successful candidates will be responsible for the administration and provision of support services to different business teams.

Areas of responsibility may include but not limited to

  • Maintenance of accurate details and statistics related to queries received and resolved.
  • Coordination of administration and routing of tasks and queries to correct departments and consultants.
  • Manage required mailboxes and respond to queries within the agreed Service Level Agreement (SLA)
  • Comprehensive management of queries received
  • Log IT request for call retrievals
  • Assist with the retrieval of call recordings.
  • Identify sales opportunities

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.

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