Discovery Limited is a major South African financial services company that operates internationally, offering a range of insurance, investment, and banking products. The company is widely known for pioneering its “Shared-Value” business model, which uses behavioral science to incentivize clients to lead healthier, safer, and more financially secure lives through its Vitality program.

Discovery Connect is the company’s sales and service division, utilising world-class lead generation and conversion techniques to grow Discovery’s product reach across health, short- and long-term insurance, banking, and investment portfolios.

The Connect team’s goal is to expand coverage to over one million lives, delivering outstanding customer service and engagement through technology and human connection.

About the Wealth Management Learnership

The Discovery Wealth Management Learnership is a 12-month programme that provides participants with:

• A nationally recognised NC: Wealth Management NQF Level 5 qualification, and
• Valuable practical workplace experience within the Financial Services industry.

Learners will work in business support and administrative functions, contributing to the efficiency and success of Discovery’s financial teams while developing key industry skills.

Key Responsibilities

• Maintain accurate statistics and data on queries received and resolved.
• Coordinate administrative functions and route tasks to appropriate departments.
• Manage and respond to queries within agreed Service Level Agreements (SLA).
• Handle email communication and manage shared mailboxes.
• Log IT requests for call retrievals and assist with call recording processes.
• Identify potential sales opportunities within client interactions.

Personal Attributes and Skills

• Strong critical thinking and problem-solving ability
• Excellent attention to detail and high accuracy levels
• Effective time management and planning skills
• Ability to prioritise and execute tasks in a fast-paced environment
• Works well independently and in a team
• Strong verbal and written communication skills
• Adaptable, professional, and service-driven attitude

Minimum Education Requirements

• Grade 12 (Matric) is essential, with the following minimum results:
  • Mathematics: Level 4 (50%) or higher
  • English: Level 4 (50%) or higher
  • Mathematical Literacy: Level 5 (60%) or higher
  • Second language: Level 4 (50%) or higher
• Incomplete tertiary qualification in Finance will be an advantage.

Eligibility Criteria

Applicants must:

• Be a South African citizen by birth
• Be between the ages of 18 and 30
• Not be engaged in post-Matric studies or full-time employment
• Not have completed any previous Learnership
• Have good written and verbal English communication skills
• Be computer literate (MS Excel and MS Outlook)

Employment Equity: Discovery is committed to Employment Equity and transformation.