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)