Discovery is looking for youth to apply for their Wealth Management Funerals Learnerships programme, for the year 2025.
Location : Sandton, South Africa
Closing Date : Not Specified
Discovery Wealth Management Funerals Learnerships
Areas of responsibility may include but not limited to
Wealth Management:
- To QA all submitted business
- To assist with the capturing of new business and claims, follow up on outstanding requirements with SLA
- To compile and action work based on the daily, weekly and monthly reports
- To assist the Sales Manager
- Collaborate with all business areas
- Monitor office efficiencies
- Service financial advisers and serve as a conduit between the manager and business
- Compile and present monthly team reports
- Ensure all on-boarding occurs within set SLAs
- Receive and service walk in clients
- Serve as a liaison to Discovery
- To answer the phone and manage office functions.
- To serve as a frontline administrator and receptionist for walk in clients.
- To assist the Sales Manager with insights and trend analyses
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.
Also Check: First National Bank Youth Development Learnerships
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 & PowerPoint Presentations
Application
Application can only be done online, Click here to submit your application
