MFC Retentions Consultant

2 weeks ago


Pinelands, Northern Territory, Australia Old Mutual Limited Full time $104,000 - $130,878 per year

Let's Write Africa's Story Together

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Job Description

The MFC Retentions Consultant will be responsible for contacting clients who have opened new risk policies with the Direct Marketing contact
centre that have upcoming debit order dates.

Key Responsibilities Include:

  • Confirming the life assured details, deduction dates and banking details with the client and rectifying details where required with the client's permission

  • Providing product information to clients should they require more clarity on policies taken up or any other products provided within RMM (Retail Mass Market)

  • Ensure a debi-check drive for the business by ensuring that all active clients that have been contacted have received and accepted all pure mandates

  • Daily reporting of dials, mandates issued, promises to pay and any cancellations they have done for the day

Requirements:

  • Matric/Grade 12

  • Minimum 12 months outbound call centre sales experience within the insurance industry

  • Previous retentions/conservation experience required

  • Clear credit and criminal records

  • Computer Literacy (MS Office)

  • Excellent communication skills (written and verbal)

Skills

Accounting, Action Planning, Computer Literacy, Data Analysis, Database Reporting, Data Compilation, Data Interpretations, Evaluating Information, Management Reporting, Numerical Aptitude, Oral Communications, Professional Presentation, Report Review, Sales Software, Statistical Analysis Techniques

Competencies

Communicates EffectivelyCustomer FocusDecision QualityEnsures AccountabilityManages ComplexityOptimizes Work ProcessesPlans and AlignsTech Savvy

Education

Matriculation Certificate (Matric) (Required)

Closing Date

12 September 2025 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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