Retentions Consultant

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Job Description - Retentions Consultant


SUMMARY:
RETENTIONS CONSULTANT 
Pretoria East 
Market related *must have*
FAIS, RE5, Class of Business in long term and short term insurance POSITION INFO:
Minimum requirements:
  • Matric
  • Regulatory Examination (RE5)
  • Must be FAIS compliant with all relevant credits and qualifications as required under the FAIS Act
  • Completed Class of Business - Long term and short term insurance 
  • CPD Hours
  • A bachelor's degree in Business, Sales, Marketing, or related field is a plus
  • 3 Years' of experience as a Retentions Agent
  • Call centre experience 
Skills and Attributes:

  • Excellent communication and interpersonal skills, with the ability to build rapport with customers
  • Strong objection handling skills
  • Strong problem-solving and negotiation abilities
  • Familiarity with CRM systems and basic computer skills
  • Self-motivated, results-driven mindset, with a focus on achieving retention targets
  • Ability to work effectively in a fast-paced, team-oriented environment
Key Responsibilities:
  • Make outbound calls/inbound calls to engage with existing customers to retain new and existing business and ensure high retention rates
  • Understand and effectively communicate BetterSure's product offerings, value propositions, and benefits to prospective and current clients
  • Address customer inquiries, concerns, and objections, providing prompt and professional support
  • Document and update customer interactions, sales activities, and retention-related information in the CRM system
  • Collaborate with team members to identify opportunities for improving sales and retention strategies, sharing best practices and customer insights
  • Participate in training and development programs to enhance product knowledge, sales techniques, and customer service skills
  • Meet or exceed assigned retention and collections targets, while maintaining high levels of customer satisfaction

Consultant: Dani Christian - Dante Personnel Pretoria Faerie Glen
Apply via our website
Or directly through the following link:
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