Retention Specialist

Who are we?

MiWay is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with the right people on board, we will continue to grow and give our clients the freedom to do things their way – free from worry and most importantly at peace with all the “what-ifs” of the world.

Company values that every employee subscribes to are:
Energy, Freedom, Accountability and Attitude. The ideal candidate is one who has the courage to be bold and subscribes to MiWay’s core values! Do you have a positive attitude, love a challenge, treat your colleagues with respect and look for solutions, not problems? If yes, then MiWay is the place for you!

What will make you successful in this role?

Minimum Qualification Required

• Grade 12/Standard 10/NQF 4

• Relevant FAIS and RE qualification

Minimum Experience

• At least 2 years of experience in call centre STI personal lines

• Personal lines retention experience will be advantageous

Deliverables include, but will not be limited to

• Motivation from your team manager.

• Grade 12/ Standard 10/ NQF 4

• RE 5

• FAIS Fit and proper or more than 2 years under supervision period left

• Analytical

• Excellent product Knowledge of MiWay’s Products

• Broad knowledge of MiWay as a company and what the differentiators to the industry are.

• A good attendance record is a must

• Great performance track record on your measures

• Flexible

• Tenacity to retain clients

• Great negotiation skills

• Good knowledge of the Industry and competitors will be an advantage

• Excellent Verbal and communication skills

• Self-motivated

• Ability to Multitask

Competencies Required

• Computer literacy

Knowledge and Skills

Customer Service Team Support Administration Quality , compliance and accreditation

Personal Attributes

Communicates effectively - Contributing dependently

Decision quality - Contributing dependently

Action orientated - Contributing dependently

Optimises work processes - Contributing dependently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing dependently

Customer focus - Contributing dependently

Collaborates - Contributing dependently

Being resilient - Contributing dependently

Drives results - Contributing dependently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Final date to receive applications: 13 January 2026.