Pretoria: Retentions Consultant (must have RE5 & FAIS qualification)

Key Responsibilities – Contact clients who wish to cancel or have missed payments to understand concerns and provide solutions. – Use strategic objection handling to retain clients and reduce policy lapses. – Manage and follow up on payment arrangements and outstanding premiums in line with compliance requirements. – Offer alternative cover, discounts, or payment options to suit client needs. – Educate clients on the value and relevance of insurance products. – Maintain accurate client records on the CRM system. – Handle all client interactions professionally and empathetically, ensuring FAIS and TCF compliance. – Liaise with internal departments to resolve client queries efficiently. – Share insights with management on trends in cancellations and client objections. – Collaborate with your team, stay self-motivated, and uphold values and compliance standards.