Lead Generation Advisor (Life Insurance)

Customer Experience People SA (Pty) Ltd; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading company in the financial services sector is seeking a customer-centric salesperson to generate quality life insurance leads. The role involves engaging with customers, providing information, and ensuring compliance with standards. Ideal candidates will have outbound sales experience and a Matric qualification, along with a passion for delivering exceptional service.

Benefits

Medical insurance

Group life cover

Attendance bonus - up to R1750

KPI bonus

Free breakfast on Mondays

Qualifications

• 1-year outbound sales/lead generation experience, preferably in financial services.

Responsibilities

• Generate quality life insurance leads through outbound customer interactions.
• Respond confidently to customer questions and queries in line with policy information.
• Update relevant CRMs with accurate data to facilitate customer progression.

Skills

Customer-centric approach

Target-oriented

Rapport building

Needs analysis and creating the need

Effective questioning techniques

Ability to work within a regulated/scripted environment

Close techniques

Confidence

Education

Matric or NQF 4 equivalent qualification

Job description

Are you a customer-centric person who will always put your customers first? Are you a natural-born salesperson with that magic touch? If your answer is yes, then you will want to work for a great company with amazing benefits. Join our team!

Job Responsibilities

1. Generate quality life insurance leads through outbound customer interactions.
2. Provide customers with sufficient information to make an informed decision to proceed with a formal quote.
3. Respond confidently to customer questions and queries in line with policy information.
4. Build healthy rapport with customers to instill confidence in the process.
5. Update relevant CRMs with accurate data to facilitate customer progression.
6. Handle customer objections according to policy guidelines, building trust during conversations.
7. Monitor lead allocation in line with conversation rates.
8. Ensure adherence to quality standards and compliance regulations.
9. Require 1-year outbound sales/lead generation experience, preferably in a financial services environment.
10. Matric or NQF 4 equivalent qualification.

Skills Required

• Customer-centric approach
• Target-oriented
• Rapport building
• Needs analysis and creating the need
• Effective questioning techniques
• Ability to work within a regulated/scripted environment
• Close techniques
• Confidence

Company Benefits

• Medical insurance
• Group life cover
• Attendance bonus - up to R1750
• KPI bonus
• Free breakfast on Mondays

Core Behaviours

Employees at Huntswood, a ResultCX company, embody:

A Winning Mindset

Bring your “A” game – passion is contagious! Work every day like it’s your first day on the job.

Strive for Greater

Stay dedicated to continuous improvement. Challenge the status quo and bring your best ideas forward.

Enable and Empower Employees

Our employees are the heart of our success.

Do the Right Thing

Be empathetic and respectful to everyone always. Act with integrity, even if no one is watching.

Deliver WOW!

Own it – take personal responsibility for getting things done and finding a way.

Deliver unbelievable service – create “WOW” moments for your customers every time.

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