Lead Warmer (9 months contract)

Positron SE; Sandton; On-site; ZAR 180,000 - 240,000; Full time

Job summary

Positron SE in Sandton seeks an proactive Insurance Sales Lead Generator to grow its client base and optimise revenue. You will engage prospective customers, qualify opportunities and facilitate referrals to Risk Consultants, while meeting daily targets and regulatory standards.

Role emphasizes strong communication, client focus, and the ability to identify insurance needs and cross-sell opportunities within a target-driven environment.

Qualifications

• Grade 12 / Matric is required as a minimum educational level.
• Basic to intermediate Microsoft Excel proficiency is required.
• Experience in contact centre, telesales or lead generation is advantageous.
• Exposure to insurance or financial services is advantageous.

Responsibilities

• Proactively contact prospective and existing customers using allocated leads.
• Identify customer insurance needs and generate interest in relevant products.
• Conduct initial lead qualification and confirm basic customer eligibility.
• Identify cross-selling and additional insurance opportunities.
• Generate quality sales opportunities and engage customers to drive referrals.
• Ensure accurate customer information is captured and handed over to Risk Consultants.
• Maintain lead records, callbacks and achievement of productivity targets.
• Deliver professional, customer-focused service while adhering to regulatory requirements.

Skills

Verbal communication

Active listening

Customer engagement

Relationship-building

Sales orientation

Objection-handling

Identify needs

Results driven

Time management

Organisational skills

Attention to detail

Administrative accuracy

Resilience

Adaptability

Learnability

Independent & collaborative work

Education

Grade 12 / Matric

Excel competency (basic to intermediate)

Tools

Excel

Job description

To grow the company’s Insurance client base and optimise revenue by proactively engaging prospective and existing customers, identifying insurance needs, qualifying sales opportunities and facilitating effective referrals to Risk Consultants. The role supports business sales objectives through quality lead generation, effective customer engagement and adherence to operational and regulatory standards.

MINIMUM REQUIREMENTS

Essential Qualifications

• Grade 12 / Matric.
• Basic to intermediate Microsoft Excel competency.

Experience

• Previous contact centre, telesales, customer service or lead-generation experience advantageous.
• Exposure to insurance or financial services advantageous.
• Experience working in a target-driven environment preferred.

KEY RESPONSIBILITIES

Lead Generation and Customer Engagement

• Proactively contact prospective and existing customers using allocated leads.
• Identify customer insurance needs and generate interest in relevant products.
• Conduct initial lead qualification and confirm basic customer eligibility.
• Identify cross-selling and additional insurance opportunities.

Sales Opportunity Management

• Generate quality sales opportunities through effective customer engagement.
• Facilitate warm transfers of interested and qualified customers to Risk Consultants.
• Obtain customer agreement before transferring calls.
• Ensure accurate customer information is provided during handovers.
• Contribute to improved lead-to-quote and lead-to-sale conversion.

Lead Administration and Productivity

• Effectively manage allocated leads, callbacks and follow-up activities.
• Accurately capture customer interactions and call outcomes.
• Maintain accurate customer records and lead dispositions.
• Achieve agreed daily and monthly productivity targets.

Customer Experience and Compliance

• Deliver professional, customer-focused service.
• Adhere to approved scripts, quality standards and business procedures.
• Comply with applicable regulatory requirements, including POPIA and relevant financial services conduct requirements.
• Escalate customer queries and complaints appropriately.

REQUIRED SKILLS AND COMPETENCIES

• Strong verbal communication and active listening skills.
• Customer engagement and relationship-building abilities.
• Sales orientation and objection-handling skills.
• Ability to identify customer needs and sales opportunities.
• Results-driven with strong accountability.
• Good time management and organisational skills.
• Attention to detail and administrative accuracy.
• Resilience, adaptability and willingness to learn.
• Ability to work independently and collaboratively.