Client Engagement Adviser: Retentions

Client Engagement Adviser: Retentions (JHB) Date: 19 Nov 2024 Location: Pretoria, Gauteng, ZA Company: Sanlam Group THE ROLE An exciting opportunity has become available for a Retention Adviser in the Client Engagement team at Santam Direct, with offices based in Cape Town WHAT WILL YOU DO? The responsibility of the Retention Adviser is to retain...

About the RoleWatershed Consulting is seeking a skilled Insurance Retention Specialist to join our team. As a key member of our client services division, you will play a crucial role in ensuring the success of our clients by effectively managing arrear premiums and lapsed policies.Key ResponsibilitiesArrear Premium Management:Engage with clients to address...

Job Title: Junior Retentions Representative Reports to: Head of Retentions / Head of Sales Salary: R21 000 - R25 000 (+ Incentive) Location: Cape Town, Hybrid About Us Our client is a fast-growing fintech lending to small and medium-sized businesses in the UK. Role Overview Our client is looking for a Junior Retentions Representative to focus on maintaining...

**Calling All Finance Graduates!** Ready to launch your career in the financial world? Join our exclusive programme and secure a permanent position at PSG. Over 18 months, you will receive world class training and development, guided by seasoned and established advisers and Regional Managers who are committed to your success. This is your golden...

We are seeking a highly skilled Insurance Retention Specialist to join our team at AVBOB South Africa. As a key member of our team, you will play a critical role in ensuring customer satisfaction and retention.About the RoleThe successful candidate will be responsible for managing outbound calls with clients to resolve non-payment issues, cancellations, and...

**Duties**: - 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 product offerings, value propositions, and benefits to prospective and current clients. - Address customer inquiries, concerns, and objections, providing prompt and...

Job Title: Strategic Financial Adviser for Client SuccessWe are seeking a talented and experienced financial adviser to join our team at Sanlam Group in Pretoria, Gauteng.About the Role:This is an exciting opportunity to build long-term relationships with clients and help them achieve their financial goals. As a strategic financial adviser, you will be...

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...

Job Title: Retention Specialist - Insurance IndustryAbout the Role:We are seeking a highly motivated and results-driven Retention Specialist to join our team at Discovery Limited. As a key member of our sales team, you will be responsible for convincing and negotiating with existing and prospective clients to remain with our company.Main...

We are seeking a highly skilled Client Engagement Manager to join our team at Numeral XII (Pty) Ltd. in Pretoria.The successful candidate will be responsible for building and maintaining strong relationships with our investors, ensuring exceptional customer satisfaction and driving sales growth.Key Responsibilities:Sales Performance: Meet and exceed sales...

ResponsibilitiesManaging Arrear PremiumsEngage with clients regarding overdue premium payments.Notify clients about the current status of their policies and the implications of unpaid premiums.Encourage clients to settle arrears or update their payment methods.Clearly explain available payment options to clients.Provide clients with relevant banking details...

**Designation**: Insure Adviser Assistant (ADP) | Centurion, Gauteng **Category**: Administration and Operations **Job Level**: Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: PSG Financial Services **Posted on**: 06 May 2024 **Reference Number**: POS37757 **Closing...

Responsibilities Managing Arrear Premiums - Engage with clients regarding overdue premium payments. - Notify clients about the current status of their policies and the implications of unpaid premiums. - Encourage clients to settle arrears or update their payment methods. - Clearly explain available payment options to clients. - Provide clients with...

In this trying times, Be a beacon of hope. Start your career as a Financial Adviser at Liberty We are looking for entrepreneur driven individuals with a passion for prospecting, advising and servicing clients and making sure their families are taken care of if the unforseen happens, with a specific focus on their Risk, Retirement Annuities, Investments and...

**Job description**: **Responsibilities**: - Gather client policy and investment information - Compile logical summaries of information - Research product information - Assist with preparation of client proposals - Load new/existing business policies - Handle and solve client enquiries - Diary management for new and existing business cases - Diary...

**Job description**: The Commercial Insure Adviser will be responsible to provide underwriting assistance to the Advisors. The position will focus on personal and commercial lines business. **Responsibilities**: - Gather Policy information - Compile a summary of information - Handle and solve client enquiries (all existing business enquiries) - Arrange...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...

Job OverviewWe are seeking an experienced Insurance Business Retention Specialist to join our team at Assupol. The ideal candidate will have a strong understanding of insurance products and services, as well as excellent communication and negotiation skills.About the RoleThis is a challenging and rewarding opportunity for individuals who enjoy working in a...

Liberty Standard Bank Group is seeking a skilled Sales Advisor to join our team. This is an exceptional opportunity for a driven individual to start their career as a Financial Advisor.As a Sales Advisor, you will have the freedom to plan your day, manage your income, and enjoy a work-life balance. You will have the ability to make a difference in people's...

**Job description**: **Responsibilities**: - Gather Policy information - Compile a summary of information - Research product information - Handle and solve client enquiries (all existing business enquiries) - Diary management for new and existing business cases - Diary management for Wealth Adviser - Arrange appointments between Wealth Adviser and Clients -...