Lead Generation Advisor (Life Insurance)

CXP are now part of the Huntswood Group; KwaZulu-Natal; 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 join their team. The role involves generating leads, providing information to customers, and building rapport to ensure a smooth sales process. The ideal candidate will have at least one year of outbound sales experience and a Matric or equivalent qualification. The company offers great benefits, including medical insurance and performance bonuses.

Benefits

Medical insurance

Group life cover

Attendance bonus of up to R1750

KPI bonus

Free breakfast on Mondays

Qualifications

• At least 1 year of outbound sales or lead generation experience, preferably in a financial services environment.

Responsibilities

• Generate quality life insurance leads through outbound customer interactions.
• Provide customers with sufficient information to make informed decisions.
• Build healthy rapport with customers to foster confidence.

Skills

Excellent communication skills

Customer-centric approach

Strong listening skills

Target-oriented mindset

Ability to build rapport

Needs analysis and creating the need

Effective questioning techniques

Ability to work within a regulated or scripted environment

Resilience and confidence

Education

Matric or NQF Level 4 qualification or equivalent

Job description

Job Overview

Are you a customer-centric person who always puts customers first? Are you a natural-born salesperson with a magic touch? If so, and you want to work for a great company with amazing benefits, then you should consider joining 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, aligned with policy information.
4. Build healthy rapport with customers to foster confidence in the process.
5. Update relevant CRMs with accurate data to progress the customer through the sales process.
6. Handle customer objections in accordance with policy guidelines, building trust during conversations.
7. Monitor lead allocation based on conversation rates.
8. Adhere to quality standards and compliance regulations.

Minimum Requirements

• At least 1 year of outbound sales or lead generation experience, preferably in a financial services environment.
• Matric or NQF Level 4 qualification or equivalent.

Skills Required

• Excellent communication skills.
• Customer-centric approach.
• Strong listening skills.
• Target-oriented mindset.
• Ability to build rapport.
• Needs analysis and creating the need.
• Effective questioning techniques.
• Ability to work within a regulated or scripted environment.
• Resilience and confidence.

Company Benefits

• Medical insurance.
• Group life cover.
• Attendance bonus of 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.

Servant Leadership

Enable and empower all employees—our employees are the heart of our success.

Do the right thing—be empathetic and respectful to everyone. Act with integrity even when no one is watching.

Deliver WOW!

Own it—take personal responsibility for getting things done, find a way.

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