Insurance Sales Lead - Menlo Park

Recruiter:

Talent Evolution

Job Ref:

PTA001816/WO

Date posted:

Tuesday, November 4, 2025

Location:

Pretoria, South Africa

Salary:

R6000 plus commission Monthly

SUMMARY:

Role Purpose

The Lead Warmer plays a vital administrative and client coordination role within the sales team. This position is responsible for contacting prospective clients, engaging leads, and scheduling appointments for Sales Consultants. The purpose of this role is to ensure a smooth, efficient sales process by managing client communication, coordinating diaries, and enabling Sales Consultants to focus on closing sales and client service delivery.

Key Responsibilities

Lead Warming & Scheduling
- Contact prospective clients telephonically to arrange appointments for Sales Consultants.
- Schedule and coordinate appointments based on consultant availability and client preferences.
- Follow up with clients to confirm appointments and send reminders.
Administrative Support
- Capture and maintain accurate client information and appointment details in the CRM system.
- Prepare and distribute daily reports outlining scheduled appointments and client interactions.
- Provide general administrative support to the sales team as required.
Client Interaction
- Handle client queries related to scheduling and appointments in a professional and timely manner.
- Resolve scheduling conflicts or client concerns efficiently and courteously.

POSITION INFO:

Role Requirements

Qualifications
- Matric Certificate (essential).
- RE5 and FAIS (NQF5 Wealth Management) qualifications are advantageous.
Experience
- Previous experience in an administrative, client service, or sales coordination role preferred.
- Experience handling telephonic client communication advantageous.
Skills & Attributes
- Excellent verbal communication and professional telephone etiquette.
- Strong organisational and time management skills.
- High attention to detail and accuracy in scheduling and data entry.
- Ability to prioritise multiple tasks effectively.
- Strong interpersonal skills and ability to build rapport with clients.
- Basic problem-solving and conflict resolution abilities.
- Self-motivated, proactive, and team-oriented.

Should you not receive a response within 10 working days, please consider your application unsuccessful.

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