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 

• 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

• 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