Lead Generation Agent

Recruiter:

ABC Worldwide

Job Ref:

1981689578

Date posted:

Saturday, July 5, 2025

Location:

Cape Town, South Africa

SUMMARY:
-

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

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