Retention Advisor

6 days ago


Centurion, South Africa Momentum Insure Company Limited Full time

**Introduction**

**Role Purpose**

Our advisors within the Client Retentions environment will deal with client queries and complaints; specifically from clients that want to cancel their insurance; on all levels in a competent, efficient and professional way and in accordance with the values of Momentum Insure.

**Requirements**:

- Matric or equivalent
- Relevant regulatory qualifications from a FSCA perspective 1. Regulatory exams if you have been in a financial advisory role or similar before2. Class of Business training effective from 01 August 20183. Continuous professional development (CPD) points if you have been in a financial advisory role or similar before effective from 01 June 2018
- Understanding of a short-term insurance industry
- Previous call centre experience in a short-term insurance client centric, retention or sales environment will be preferred
- Experience in short-term insurance will be advantageous

**Duties & Responsibilities**

As a client retentions advisor, you will be responsible for retaining existing clients who want to cancel their insurance.

**Competencies**
- Client service oriented
- Attention to detail/Quality oriented
- Deadline and results oriented/Work standards
- Initiative
- Enthusiastic and passionate about the job and the company
- Effective at planning and organisation/Work management
- Teamwork/Collaboration
- Judgment/Problem solving
- Adaptability
- Integrity
- Tolerance to work in a high pressured environment
- Interpersonal and communication skills
- Selling skills
- Negotiation skills
- Administration skills
- Influencing skills
- Practical learning ability
- Principles of client service
- Understand the workings of a call centre
- Computer literacy
- Product/Systems knowledge and/or potential to acquire such knowledge within a short space of time
- Living the Momentum values


  • Retentions Advisor

    2 days ago


    Centurion, South Africa Momentum Insure Company Limited Full time

    **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,...

  • Retentions Advisor

    2 weeks ago


    Centurion, South Africa OUTsurance Full time

    Company Description OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work...

  • Retentions Advisor

    1 week ago


    Centurion, South Africa OUTsurance Full time

    Company Description OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work for...

  • Retentions Advisor

    3 days ago


    Centurion, South Africa OUTsurance Full time

    Company Description OUTsurance has been propelling the South African insurance industry forward for the last 25 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high...

  • Retentions Advisor

    3 weeks ago


    Centurion, South Africa OUTsurance Full time

    Company Description OUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high...

  • Retentions Advisor

    2 weeks ago


    Centurion, South Africa OUTsurance Full time

    Company Description OUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high...


  • Centurion, South Africa OUTLife Full time

    Company Description OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work...


  • Centurion, South Africa OUTLife Full time

    Company Description OUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high...

  • Retention Advisor

    3 weeks ago


    Centurion, South Africa OUTsurance Full time

    **Company Description** OUTsurance has been propelling the South African insurance industry forward for the last 26 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high...


  • Centurion, South Africa OUTsurance Full time

    Company Description OUTsurance is a world-class profit orientated short-term & life insurer. You always get something OUT, in that we are vibrant, successful and values orientated with an awesome dynamic culture. Our success can be attributed to the OUTstanding people that work for us. **Job Description**: **Responsibilities** - Our retention advisors are...

  • Financial Advisor

    2 weeks ago


    Centurion, South Africa Hollard Life Full time

    We are looking for Experienced Qualified Financial Advisors to START and BUILD a new TEAM within our new Distribution Channel. - Financial Analysis, Planning & Advice - Managing team - targets - area - stock - productivity - profitability - recruiting - Daily reporting - Ongoing personal & team coaching and development **Requirements**: - RE5 ( RE1...

  • HR Advisor

    2 weeks ago


    Centurion, South Africa Exclusive Networks Full time

    **EXCLUSIVE NETWORKS**|** **Introduction** Exclusive Networks is a global trusted cybersecurity specialist for digital infrastructure founded in 2003, based in France (Boulogne-Billancourt), a leader in its market and having a global presence in more than 40 countries across Europe, Middle East, Africa, Asia-Pacific, and North America through more than 70...


  • Centurion, South Africa Momentum Metropolitan Holdings Full time

    -Introduction Momentum, a financial services provider of choice since 1966, known for its entrepreneurial spirit and innovative culture is committed to wealth creation and preservation, insurance, and income protection for all our clients. We do this through our understanding of the retail insurance, savings, and investment markets in SA. Role Purpose The...


  • Centurion, South Africa The Recruitment Council Full time

    A unique opportunity to join one of South Africa’s largest FSP’s as a Channel Director. The role is accountable for footprint growth and client expansion while using social media, digital processes and technology and in line with the company’s holistic financial wellness approach. The role will lead this new tied channel to significantly contribute to...

  • Sales Advisor

    2 weeks ago


    Centurion, South Africa Momentum Health Solutions Full time

    **Introduction** Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by...


  • Centurion, South Africa OUTLife Full time

    Company Description OUTsurance is a customer-centric financial services company with a global foot print. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other things, to the outstanding people that work...


  • Centurion, Gauteng, South Africa Guardrisk Group Full time

    Join to apply for the Talent Pool Legal Advisor MMH230606-11 role at Guardrisk.Role PurposeProvide specialist legal advice to ensure legal soundness of operations and effective execution of commercial transactions across the business.RequirementsExperience and QualificationRelevant Law degree (essential)Postgraduate Diploma in Financial Planning...


  • Centurion, South Africa OUTLife Full time

    Company Description OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other...


  • Centurion, South Africa OUTsurance Full time

    Company Description OUTsurance has been propelling the South African insurance industry forward for the last 24 years. As leaders in the field, we’re always looking for innovative ways to create digitally-advanced solutions, without losing sight of our human values. Our continued success can be attributed to OUTstanding employees who set the bar high...


  • Centurion, South Africa Momentum Life Full time

    **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.Momentum Group | South Africa Financial...