Broker Service Consultant – Discovery Employee Benefits
Business Unit: Discovery Employee Benefits
Function: Brokers (FAIS Accredited)
Date: 10 Mar 2025
Achieve More Than YOU BELIEVE
About Discovery
Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our mission. Our fast-paced and dynamic environment enables smart, self-driven individuals to excel. As global thought leaders, Discovery is committed to innovation—not just to achieve financial success, but to drive positive and meaningful change in society.
About Discovery Corporate & Employee Benefits
Discovery Corporate and Employee Benefits is the first and only employee benefits provider that actively shapes employee behavior, creating healthier and wealthier workforces. We are reimagining the way retirement savings and life insurance are brought to companies and employees, making this an exciting space to work in.
Key Purpose
Effectively manage and grow relationships between Discovery Corporate & Employee Benefits and key stakeholders, including brokers, employers, and internal service teams (Admin, Quotes, Accounts, Claims, Underwriting, and Franchise teams).
Ensure quality service delivery to all stakeholders while promoting Discovery’s retirement fund business within broker offices.
Key Responsibilities
Establish, grow, and maintain strong client relationships with CEB clients and brokers.
Identify and resolve service-related issues while minimizing damage to relationships.
Present Installation Packages, explaining SLAs, documents, roles, and responsibilities to brokers and employers.
Communicate admin changes (rate changes, processes, and documentation) clearly.
Monitor, track, and resolve queries, ensuring progress updates are communicated to brokers, franchises, and clients.
Regularly visit brokers and clients to maintain engagement and provide feedback as per SLAs.
Represent Discovery’s retirement fund business, addressing gaps and concerns with stakeholders.
Review and present admin reports in broker and trustee meetings.
Provide training and assist clients with web functionality, encouraging digital adoption.
Meet regularly with franchises to resolve any queries related to their portfolios.
Schedule and conduct annual broker and employer meetings, ensuring all meetings are documented and stored appropriately.
Personal Attributes
Strong leadership and supervisory skills.
Excellent planning and organizational abilities.
Exceptional communication, persuasion, and influencing skills.
Commitment to self-management, principles, and values.
Ability to deliver results and meet customer expectations.
Resilience under pressure with strong problem-solving abilities.
Ability to build networks and maintain relationships.
Excellent teamwork, analytical skills, and initiative.
Proficiency in technology and learning new systems.
Education and Experience
Matric (Essential)
3-5 years’ experience in Employee Benefits, Retirement Funds, or Umbrella Funds (Essential)
NQF Level 5 or similar qualification (Advantageous)
Relevant industry qualifications in Wealth Management, Retirement Funds (Advantageous)
Proficiency in MS Office (Advanced Excel required)
Strong understanding of retirement fund operations, umbrella fund structures, accounting, investments, compliance, and FAIS regulations
Employment Equity
Discovery is an Equal Opportunities employer and is committed to diversity. We actively encourage applications from individuals with disabilities. The Company’s approved Employment Equity Plan and Targets will be considered in the recruitment process.
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