MedXpert Retention Consultant 


Duties and Responsibilities

  • Retaining products of the client across Optivest product range.
  • Ensure that you achieve the targets set out to you based on the relevant campaign or workload you are completing.
  • Adhere to all processes as per your training and coaching, as well as scripting where applicable, and legislative
  • Ensure that compliance standards are met.
  • Follow up on all scheduled call-backs and action timeously and as per required standards.
  • Adhere to all Quality Assurance Guidelines.
  • Attend and contribute positively in the team meetings.
  • Identify and bring forward risks to business.
  • Ensure that your attendance and time keeping is of the required standard.
  • Adhere to the company’s policies and procedures including the code of conduct.
  • Perform ad-hoc functions from time to time as required by the client


Required Competencies & Personal Attributes:

  • Sales and/or Client service oriented
  • Attention to detail/Quality oriented
  • Resilience
  • Deadline and results oriented/Work standards
  • Initiative
  • Enthusiastic and passionate about the job and the company
  • Effective at planning and organisation/Work management
  • Teamwork/Collaboration
  • Judgment/Problem solving
  • Adaptability
  • Integrity
  • Tolerance for stress
  • Previous call centre experience – preferably in a sales or retention environment
  • Ambitious
  • Highly Motivated
  • Driven
  • Customer service enthusiasts
  • An ideal candidate will be able to align their personal work values to the Optivest values of teamwork, exceptional service, passionate, dedication, integrity and respect



  • Selling skills
  • Interpersonal and communication skills
  • Extensive sales experience is essential
  • Previous call centre experience – preferably in a sales or retention environment
  • Negotiations
  • Administration skills
  • Influencing
  • Practical learning


Education and Experience:

  • National Senior Certificate or equivalent
  • DOFA record from FSCA (can be obtained if not previously registered)
  • RE5 Qualification required if DOFA registered (can be obtained while employed at Optivest if not previously registered with FSCA)
  • Inseta record with NQF L5 qualification relevant to financial services industry – Required if DOFA registered (can be obtained while employed at Optivest)
  • CMS accredited (can be obtained while employed at Optivest)
  • Proficient in relevant computer applications
  • Knowledge of client service principles and practices
  • Experience in a call centre or client service environment


POPI Disclaimer

All parties agree that they will comply with POPI regulations and process all the information and/or personal data in respect of the services being rendered in accordance with the said regulation and only for the purpose of providing the Services set out in the agreement to provide services.

It is confirmed that by submitting information to Optivest Health Services Careers Portal, irrespective as to how such information is submitted, you consent to the collection, collation, processing and storing of such information and the use and disclosure of such information in accordance with POPI.

Optivest Health Services Careers, all the parties to this agreement, the service provider’s employees and the client’s employees and any subsequent party/parties to this agreement acknowledge and confirm that;

  • One or more of the parties to this agreement, will possess and will continue to possess information that may be classified or maybe deemed as private, confidential or as personal information.
  • Such information may also be deemed as or considered as private, confidential or as personal information of any third person who may be directly or indirectly associated with this agreement.
  • Further it is acknowledged and agreed by all parties to this agreement, that such private, confidential or as personal information may have value and such information may or may not be in the public domain.


Further it is specifically agreed that Optivest Health Services will use its best endeavours and take all reasonable precautions to ensure that any information provided, is only used for the purposes it has been provided.


To apply, send your CV and supporting documents to Please indicate clearly for which position you are applying for.



Protection of Personal Information Act (POPIA) Declaration By providing the information in this form you agree that our fulfillment partner may contact you to provide you with the necessary advice. Your personal information will be stored in a secure encrypted manner and will not be sold or disseminated to any third party without your explicit consent.