TRAFFIC
Gauteng
Policy Retention Specialist - Personal Lines
Sanlam Limited
Job Description
A leading insurance company in Johannesburg is seeking a Retention Consultant to engage clients at risk of cancellation and minimize portfolio attrition. The ideal candidate will possess advanced negotiation skills and in-depth product knowledge in Personal Lines insurance. Responsibilities include assessing risk profiles, applying negotiation techniques for policy retention, and ensuring adherence to compliance standards. This role offers an opportunity to contribute to a dynamic team focused on customer retention and business stability.
About This Role
Career insights for Personal Financial Advisors positions
Salary Benchmark
R38,810/month
R27,104 to
R54,338/month
Source: WageIndicator ZAR data
Job Outlook
This career will grow rapidly in the next few years.
Key Skills for This Role
Active Listening
Reading Comprehension
Speaking
Writing
Critical Thinking
Common Technologies
Act! CRM
Microsoft Dynamics 365
Salesforce CRM
Financial planning presentation software
Microsoft PowerPoint 365
MoneyTree Silver Financial Planner (presentation feature)
Envestnet MoneyGuide
Ibbotson Portfolio Strategist
Personal Financial Advisors Insights
Median Salary (ZAR)
R38,810/month
Job Outlook
This career will grow rapidly in the next few years.