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Company: Discovery SA
Location: South Africa
Closing Date: Unspecified
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:
Life benefits, retirement funds, funeral policies, 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.
- Technologically Savvy
- Logical Reasoning
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.
