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Retentions Consultant- Budget

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Job Details

Our client has an opportunity available for a Retentions Consultants in Budgets.

Requirements:

  • Matric or SAQA accredited- essential.
  • Regulatory exam 5 would be advantageous.
  • 1 year sales experience- essential.
  • 1 year retentions experience- advantageous.

Responsibilities:

  • Provide a quality service to customers while identifying opportunities to secure new business or support retention.
  • Set clear objectives for each call and ask relevant questions to evaluate the customer's level of interest.
  • Identify the products or services that best meet the customer's stated needs.
  • Develop knowledge and understanding of the organization's policies and procedures and of relevant regulatory codes and codes of conduct.
  • Use performance management systems to improve personal performance.
  • Maintain an understanding of relevant technology, external regulation, and industry best practices.
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