Team – Member Care - Life
Working Pattern - 5 days a week in the Vitality Sandton Office. Full time hours per week.
Top 3 skills needed for this role:
- Strong attention to detail
- Excellent communication skills
- Adaptable team player
What this role is all about:
This Learnership offers the opportunity to complete a nationally recognised NC: Wealth Management NQF Level 5 qualification while gaining practical experience within the financial services industry. The role provides exposure to a variety of wealth management activities, including client servicing, claims administration, pre-sale underwriting, life benefits, retirement funds and new business processes. Through structured learning and hands-on workplace experience, learners will develop the skills, knowledge and industry understanding needed to build a successful career in financial services.
Key Actions
- Complete the NC: Wealth Management NQF Level 5 learnership programme and associated coursework
- Gain practical experience across key areas of the Wealth Management function
- Support client servicing activities and assist with customer enquiries
- Develop an understanding of life benefits, retirement funds and funeral policies
- Assist with the administration of claims and underwriting processes
- Maintain accurate records and ensure information is processed correctly
- Build knowledge of financial services products, regulations and industry practices
- Work collaboratively with colleagues to deliver excellent customer service
- Manage learning objectives and workplace responsibilities effectively
- Contribute positively to team activities and continuous improvement initiatives
What do you need to thrive?
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%)
- Incomplete tertiary (financial) qualification would be advantageous
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