Discovery Life: Wealth Management Learnership

by admin
Discovery: Administrator

Job Position: Learnership
Location: Sandton

Closing: Not Specified

Key Purpose of the role

This Learnership leads to a nationally recognized NC: Wealth Management NQF Level 5 qualification that combines structured learning with practical/workplace experience in the Financial Services industry.

Areas of responsibility may include but not limited to

  • Asset Management:
  • Life insurance, retirement plans, funeral policies, customer service, 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 organized manner.
  • Time management and planning skills
  • Ability to efficiently prioritize and execute projects in a high
  • Pressure environment
  • Ability to operate alone and in a team-minded environment
  • Service-driven, a sense of urgency, and a team player.
  • Adapts effectively to changing situations and accepts and learns from criticism.
  • Speaks smoothly and writes in a logical and well-structured manner.

Requirements

  • 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)
  • Not be pursuing post-secondary education or official work
  • Not have completed any previous Learnership.
  • Be between the ages of 18 and 30 years old
  • Have effective writing and verbal communication abilities in the English language
  • Have basic computer skills, namely MS Excel and MS Outlook
  • Only South African candidates by birth will be considered.

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