Retention Consultant

Discovery Limited; Sandton; On-site; ZAR 260,000 - 360,000; Full time

Job summary

Discovery Insure is seeking a high-performance Retentions Consultant to protect client relationships and deliver value in the customer journey. You will combine financial insight with empathy to retain policies and reinforce the Vitality Drive ecosystem.

Join our fast-paced Sandton team and contribute to exceptional service while upholding risk and regulatory standards and driving retention outcomes.

Qualifications

• Matric (Essential).
• Class of business certificate (Essential/advantageous).
• CPD certificate (Essential).
• Minimum 3+ years retentions and/or sales experience in the short-term insurance industry (Essential).
• Minimum 1 year servicing experience (Advantageous).

Responsibilities

• Consistently achieve and exceed retention targets through customer-focused, value-driven conversations.
• Conduct high-quality retention engagements that reinforce the value of Discovery Insure products and services.
• Provide tailored financial guidance based on each customer’s risk profile and policy structure.
• Re-sell and reinforce product value for newly acquired customers considering cancellation.
• Identify and implement proactive retention initiatives to reduce policy cancellations.
• Use available tools, insights, and data to personalise retention solutions for each customer.
• Maintain accurate and timely administration across all required systems.
• Ensure strict adherence to risk, compliance, and regulatory standards within all engagements.
• Drive targets with a competitive, results-driven mindset while maintaining high ethical standards.

Skills

Confidence

Self-Management

Ability to learn quickly

Integrity

Resilience

Goal orientation

Target Driven

Under pressure

Education

Matric

Class of business certificate

CPD certificate

3+ years retentions/sales exp (Essential)

1 year servicing exp (Advantageous)

Job description

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Retention Consultant

Business Unit: Discovery Insure

Function: Retentions

Date: 8 Oct 2026

Discovery - Insure

About Discovery

Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating to not only achieve financial success, but to ignite positive and meaningful change within our society.

About Discovery Insure

Discovery Insure is committed to creating a nation of great drivers and building better businesses through our innovative Shared-value Insurance model. Discovery Insure is South Africa's fastest growing short-term insurance company with comprehensive products that provide protection against current and emerging risks facing clients in the motor and home insurance sectors. Vitality Drive, an internationally recognised and award-winning programme, is a key differentiator in the market that incentivises and rewards clients for driving well. The Vitality Drive programme has been scaled to local and international markets which now include Europe and the Middle East.

The company employs over 1 000 people who are committed to putting our customers and financial advisers first by providing unique and innovative solutions and cover.

Key Purpose

Discovery Insure is looking for a high-performance Retentions Consultant who thrives in a fast-paced, customer-centric environment. The successful candidate will play a key role in upholding our client relationships and delivering exceptional value in the customer journey.

This role requires a professional who can combine financial insight and advice, customer empathy, and strong negotiation skills to retain policies whilst reinforcing the unique value of Discovery Insure's innovative insurance model and the Vitality Drive benefits ecosystem.

If you are competitive, target driven, and passionate about delivering outstanding customer services and outcomes, this opportunity will allow you to make a measurable impact.

Areas of responsibility may include but not limited to

• Consistently achieve and exceed retention targets through customer-focused, value-driven conversations.
• Conduct high-quality retention engagements that reinforce the value of Discovery Insure products and services.

Customer Value and Advisory

• Provide tailored financial guidance based on each customer’s risk profile, needs, and policy structure.
• Clearly articulate the value of the Discovery Insure offering, including the benefits of Vitality Drive and associated rewards.
• Re-sell and reinforce product value for newly acquired customers considering cancellation.

Retentions Initiatives

• Identify and implement proactive retention initiatives to reduce policy cancellations.
• Use available tools, insights, and data to personalise retention solutions for each customer.

Market and Competitor Insight

• Continuously build knowledge of competitor offerings, and industry trends.
• Apply competitor insights strategically to strengthen retention conversations and reinforce Discovery Insure’s value proposition.

Operational Excellence

• Maintain accurate and timely administration across all required systems.
• Ensure strict adherence to risk, compliance, and regulatory standards within all engagements.

Performance and Culture

• Drive targets with a competitive, results-driven mindset while maintaining high ethical standards.
• Demonstrate self-management, accountability, and alignment with the Discovery Group values.

Skills and Attributes may include but are not limited to

• Confidence
• Self - Management
• Ability to learn quickly and apply knowledge
• Act with integrity
• Resilience and tenacity
• Goal orientated
• Target Driven
• Ability to perform under pressure

Education and Experience

• Matric (Essential)
• Class of business certificate (Essential and/or advantageous)
• Continuous Professional Development (CPD) certificate (Essential)
• Minimum 3 or more years retentions and/or sales experience in the short-term insurance industry (Essential)
• Minimum 1 years' servicing experience (Advantageous)