Lead Generation Agent

ABC Worldwide; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A leading financial services provider in Cape Town seeks a motivated candidate for a role focused on generating quality sales opportunities through outbound calls. The ideal candidate should have a Matric qualification and experience in lead generation and call centers. This role includes achieving production targets, maintaining client records, and handling customer complaints. This position offers an excellent opportunity for personal and professional growth.

Qualifications

• 2+ years of lead generation experience.
• Previous experience in financial services is an advantage.
• Outbound call center experience is a benefit.

Responsibilities

• Achieve minimum production norms & targets.
• Make quality outbound calls to create sales opportunities.
• Record client information accurately.
• Handle customer complaints effectively.

Skills

Client Focus

Drives Results

Collaboration

Communication Skills

Flexibility

Education

Matric (or equivalent qualification)

Tools

MS Office (Excel, Word, PowerPoint, Outlook)

Sentrix

Job description

Overview

Our client is one of the top financial services providers in the South African market. They are all about building strong, lasting relationships with their financial advisors. 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 financial advisors to realise their worth. Our client is built on a respect for what people are worth and an appreciation for what they can become. They know that your worth is infinite and unique – and want to inspire you to realise this worth.

What will you do?

The core focus of this role is generating quality sales opportunities for the Distribution channels. Key responsibilities for this role are:

• Achieve the minimum production norms & targets set
• Quality outbound calls to clients with the aim of creating quality sales opportunities
• Adhere to the quality standards of the Sanlam Direct CCC
• Record client information and requests on the Sentrix system
• Handle and appropriately refer customer complaints and objections

What will make you successful in this role?

Qualification & experience

• Matric (or equivalent qualification)
• Call Centre experience (Outbound would be an advantage)
• Previous financial services experience will be advantageous
• Minimum 2 years Lead generation experience

Knowledge and skills

• MS: Office (Excel, Word, PP, Outlook)
• Knowledge of Sentrix

Core Competencies

• Cultivates Innovation
• Client Focus
• Drives Results
• Collaborates
• Flexible and Adaptable

Personal Attributes

• Plans and Aligns
• Communicates Effectively
• Action Orientated
• Optimising Work Processes
• Treating Customers Fairly