Key Purpose
To convince/negotiate with existing and prospective clients to remain with Discovery Insure.
Areas of responsibility may include but not limited to
Achievement of client retention targets
Reduce policy cancellations
Offer financial advice and sell product benefits where required
Achievement of not taken up (NTU) targets
Accurate, timely administration on relevant system
Achievement of monthly product and soft skills knowledge targets
Stakeholder engagement
Adherence to risk and compliance requirements
Teamwork, self-management and alignment with Discovery values
Skills and Attributes may include but are not limited to
Problem solving skills
Target Driven
Goal orientated
Self-motivated
Ability to perform under pressure
Persuasiveness
Resilience and tenacity
Self-managed
Attention to detail
Ability to learn quickly and apply knowledge
Education and Experience
Matric (Essential).
FAIS Credits – full qualification (Essential).
RE5 qualification (Essential).
Class of business certificate (Essential and/or advantageous)
Continuous Professional Development (CPD) certificate (Essential and/or advantageous)
Minimum 2 years’ retentions experience in the short-term insurance industry (Essential)
Minimum of 2 years’ sales experience (Essential)
Degree (Advantageous)
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