Discovery: Wealth Management Learnership Programme 2027

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Home Learnerships Discovery: Wealth Management Learnership Programme 2027

Location: Durban / Johannesburg

This Learnership leads to a nationally recognised FETC: Long Term Insurance NQF Level 4 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

  • Long Term Insurance – Discovery Health:

Learners will be given exposure to the long-Term Insurance business – client servicing, claims, business Intiatives and compliance.

  • Call Centre: Medical Aid client servicing, claims, new business and health benefits administration.
  • Successful candidates from the Learnership Program will be responsible for but not limited to the following job functions:
  • Servicing all key stakeholders telephonically and via other servicing channels as required until the query has been resolved
  • Servicing our members in a customer centric way to ensure that we live by our service principles
  • Keeping up to date with product changes to ensure that all key stakeholders are accurately serviced
  • Continuously staying abreast of all digital servicing tools within the business and ensuring that the functionality is fully understood
  • Achieving and exceeding key performance metrics relating to service delivery.

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.

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 qualification (advantage)

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