Lead Generator

Sanlam Limited; South Africa; On-site; ZAR 180,000 - 240,000; Full time

Job summary

MiWay is seeking a Lead Generator to convert third-party sourced leads into qualified quotes and closed short-term insurance policies (car, home, personal lines). Under direct supervision, you will manage intake, validation, first contact and needs discovery.

You will educate customers on MiWay Insurance products, provide quality service with accurate data, and ensure compliance with FAIS, POPIA and TCF while delivering an exceptional customer experience.

Qualifications

• Grade 12 / NQF 4 minimum.
• Less than 3 years’ experience in short-term insurance.
• Knowledge of appointment setting and client liaison processes.
• Experience with new business processing and partnerships.

Responsibilities

• Convert third-party leads into qualified quotes and closed policies for short-term insurance.
• Educate customers on MiWay Insurance products and benefits (non-advisory).
• Provide quality service with accurate data recording for external and internal customers.
• Manage end-to-end lead lifecycle from intake to bind, ensuring regulatory compliance.

Skills

Appointment prep

Client liaison

New business processing

Partnership building

Existing business processing

Education

Grade 12 / NQF 4

Job description

At MiWay, our purpose is to enable people to live their way. We understand that life is not just about \"things\" but the meaning that those things bring to your life. We believe that technology and innovation have infinite possibilities when it's inspired by humans by you. Therefore, we focus on our clients' needs; finding new ways to simplify their lives and how they do things.

We give them products, services, and solutions that enable them to live and enjoy life on their own terms – in their own way. Agile values and principles are strongly embedded in our culture, and they are at the core of how we make decisions and how we approach adding value within the company

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. 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 employees to realise their worth.Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

What will you do?

• Under direct supervision, the Lead Generator is responsible for converting third-party sourced leads (from multiple lead providers/aggregators) into qualified quotes and closed policies for short-term insurance (e.g., car, household, personal lines),
• Educate customers at a high level on MiWay Insurance products and benefits (non‑advisory).
• Provides quality service to external and internal customers by ensuring accuracy in recording of data.
• This role manages the end-to-end lead lifecycle: from intake and validation, first contact and needs discovery, through to quoting, objection handling, and bind—while ensuring regulatory compliance (FAIS, POPIA, TCF) and exceptional customer experience.

Minimum Qualifications and Experience

Minimum Qualifications

• Grade 12 / NQF 4
• Less than 3 years experience in Short-term Insurance

Knowledge and Skills

• Appointment preparation and making
• Existing business processing
• Client appointments and liaison
• New Business processing
• Partnership Building

Personal Attributes

• Optimises work processes - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Plans and aligns - Contributing dependently

Core Competencies

• Cultivates innovation - Contributing dependently
• Customer focus - Contributing dependently
• Drives results - Contributing dependently
• Collaborates - Contributing dependently
• Being resilient - Contributing dependently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

At MiWay we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. MiWay is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.