Lead Generation Agent

SUMMARY:
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POSITION INFO:

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