Client Engagement Adviser: Retentions

-Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect...

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...

**OUTPUTS AND RESPONSIBILITIES** - To conserve business (Arrears premiums) - Contact clients with arrears premiums. - Inform clients about their policies status. - Persuade client to make a payment or make a payment method change. - Explain payment options to client. - Provide banking details and reference number for payment. - Check system to see if premium...

**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...

**Client Services Liaison X 3** **Permanent** **Menlyn** **Job Duties**: - Provide advice to clients - Client Retention - General Administration - Advise clients on cancelations - Advise clients on changes to policy - Fit and Proper Requirements **Technical/Legal Certification**: - Registration as an Employee Representative (FSB) - Relevant...

We are looking for entrepreneurial individuals to be trained in wealth management and creation as Relationship Managers/ Financial Advisers, to become part of a group of companies that offer nationwide support, multiple streams of income and a value proposition that allows for the retention of clients. - Entrepreneurial and ambitious - Has strong business...

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...

Menlyn, Pretoria** Retentions Agent (JB1798)** Menlyn, Pretoria R15 000 basic per month + commission in USD Working Hours - Night Shift - 7pm - 4am Duration: Permanent **Company Overview** Our client is a Forex brokerage with a global footprint who requires the expertise of a Retentions Agent to join their team. Our client offers training, support, career...

Customer Engagement Expert:\We are seeking a highly skilled Customer Engagement Expert to join our team at Midvaal Recruitment. As an Internal Sales Representative, you will be responsible for building strong relationships with customers to increase sales and retention.\Main Responsibilities:\* Promote the company's product range to customers\* Analyze...

SKILLS **FAIS credits** **Insurance** **RE5** **Retention** **Staffing** **Team Management** INDUSTRIES **Insurance** **Description**: **Responsibilities**: - Lead and assume full management responsibility for Retention - Check and validate all work carried out in Retention - Managing workload - Managing team performance and reaching KPI’s -...

**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...

**Position**: Retention Officer **Reporting to**: Finance Manager, CashMaster **Location**: Waltloo, Pretoria **Duration**: Full-Time The purpose of the Retention officer is to design and implement customer retention strategies to increase satisfaction, loyalty and retain business. The incumbent will play a crucial role in preserving the company's...

A company in Fourways, Johannesburg is looking for a Customer Retention Intern. The salary is R7500,00 Its a 12-month Internship. Only candidates who are currently unemployed can apply. Responsibilities: - Schedule and manage bookings for vehicles in the workshop, ensuring a smooth and efficient process. - Actively engage with customers to understand...

The ideal candidate will have a proven track record in business development and sales, with experience in leading high-performing teams and driving growth through innovation and strategic leadership. You will be a natural communicator, with excellent presentation and interpersonal skills, able to build strong relationships with clients and stakeholders at...

**Main purpose of the job**: - To provide oversight and technical support for the retention of HIV/TB patients and innovation services in the allocated sub-districts by working with the sub-districts and facility managers, Wits RHI community teams, community partners, community-based organizations, and linkage hub to ensure that clients tested positive for...

Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

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...

A company in Fourways, Johannesburg is looking for a Customer Retention Intern.The salary is R7500,00Its a 12-month Internship.Only candidates who are currently unemployed can apply.Responsibilities:Schedule and manage bookings for vehicles in the workshop, ensuring a smooth and efficient process.Actively engage with customers to understand their needs and...

A career opportunity has arisen at The Talent Room in Fourways, Johannesburg.Salary: R7500,00 per monthThis is a 12-month internship position aimed at individuals currently unemployed.Key Responsibilities:The successful candidate will be responsible for scheduling and managing bookings for vehicles in the workshop, ensuring efficient processes and customer...

**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...