Insurance Lead Generator

Belay Talent Solutions; Sandton; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Belay Talent Solutions is seeking an Insurance Lead Generator / Customer Engagement Consultant for a banking and insurance environment. The role focuses on identifying customer needs, creating sales opportunities, and generating high-quality leads through proactive outreach.

You will work in a target-driven setting, leveraging CRM tools and Excel to manage data, capture interactions, and support cross-selling opportunities while maintaining regulatory compliance and high customer service

Qualifications

• Grade 12 is required.
• Basic to intermediate Excel skills.
• Experience with CRM or customer management systems is beneficial.

Responsibilities

• Proactively contact prospective and existing customers to generate insurance leads.
• Identify customer insurance needs and promote relevant products.
• Qualify opportunities and communicate next steps accurately.
• Maintain customer records and follow-up diligently.
• Achieve daily, weekly, and monthly activity targets.

Skills

Verbal communication

Active listening

Sales mindset

CRM experience

Time management

Attention to detail

Education

Grade 12 / Matric

Tools

CRM software

MS Excel

MS Office

Job description

Insurance Lead Generator / Customer Engagement Consultant (Banking & Insurance)

Are you a confident communicator who enjoys engaging with customers, uncovering needs, and creating sales opportunities? We are seeking a customer-focused Insurance Lead Generator / Customer Engagement Consultant to support a growing insurance division within a leading banking and financial services environment.

This role is ideal for individuals with experience in telesales, contact centres, customer service, banking, insurance, or financial services who thrive in a target-driven environment and enjoy building relationships with customers.

Key Responsibilities:

Customer Engagement & Lead Generation:

• Proactively contact prospective and existing customers using allocated leads.
• Identify customer insurance needs and create interest in relevant products.
• Qualify sales opportunities through effective needs analysis.
• Identify cross-selling and additional insurance opportunities.
• Build positive customer relationships through professional engagement.

Sales Opportunity Management:

• Generate high-quality sales opportunities for Insurance Consultants.
• Facilitate warm transfers of qualified and interested customers.
• Ensure accurate customer information is captured and communicated.
• Contribute to improved lead-to-quote and lead-to-sale conversions.
• Support overall sales and business growth objectives.

Lead Management & Administration:

• Manage allocated leads, callbacks, and follow-up activities effectively.
• Accurately capture customer interactions and outcomes.
• Maintain up-to-date customer records and CRM information.
• Achieve agreed productivity, activity, and quality targets.
• Ensure administrative accuracy and attention to detail.

Customer Experience & Compliance:

• Deliver exceptional customer service during every interaction.
• Adhere to approved scripts, sales processes, and quality standards.
• Maintain compliance with applicable financial services regulations and POPIA requirements.
• Escalate customer concerns, complaints, and complex queries appropriately.
• Promote a customer-centric and professional sales environment.

Minimum Requirements:

Qualifications:

• Grade 12 / Matric.
• Basic to Intermediate Microsoft Excel skills.
• Computer literacy, including Microsoft Office applications.

Experience:

• Previous experience in banking, insurance, financial services, telesales, contact centre, lead generation, or customer service environments.
• Experience working in a target-driven sales environment preferred.
• Exposure to insurance products and customer acquisition processes advantageous.
• Experience using CRM or customer management systems beneficial.

What We're Looking For:

• Strong verbal communication and active listening skills.
• Customer engagement and relationship-building ability.
• Sales aptitude and objection-handling capability.
• Ability to identify customer needs and sales opportunities.
• Results-driven with a strong achievement focus.
• Excellent organisational and time management skills.
• High levels of accuracy and attention to detail.
• Resilient, adaptable, and eager to learn.
• Ability to work independently and as part of a high-performing team.

Success in this Role will be Measured by:

• Number and quality of qualified leads generated.
• Lead-to-quote and lead-to-sale conversion rates.
• Customer engagement and satisfaction outcomes.
• Productivity and activity levels.
• Accuracy of customer information and record keeping.
• Compliance with quality and regulatory standards.
• Achievement of daily, weekly, and monthly targets.

Why Consider This Opportunity?

Join a dynamic banking and financial services organisation where you will play a critical role in connecting customers with solutions that meet their needs. This is an excellent opportunity for ambitious sales and customer service professionals looking to build a long-term career within financial services and insurance.