Job Description:
Lead Warmer / Insurance Sales Agent (7)
Industry: Banking / Financial Services (Insurance)
Start Date: 4 December 2026
Duration: 9-Month Contract
We are looking for 7 energetic Lead Warmers to join a leading banking client on a 9-month contract. You will drive insurance growth by engaging prospective and existing customers, qualifying sales opportunities, and executing warm lead transfers to Risk Consultants.
Responsibilities include:
- Outbound Lead Generation: Proactively contact prospective and existing customers from allocated lead lists to identify insurance needs, confirm eligibility, and uncover cross-selling opportunities.
- Warm Transfers & Handovers: Obtain customer consent and execute seamless warm transfers of qualified leads with accurate customer information to Risk Consultants to maximize quote-to-sale conversions.
- Pipeline & CRM Administration: Manage callbacks and follow-ups efficiently while accurately capturing call outcomes, customer records, and lead dispositions to meet daily and monthly productivity targets.
- Customer Experience & Compliance: Deliver professional customer service while strictly adhering to approved scripts, quality standards, POPIA regulations, and financial services conduct requirements.
Requirements include:
- Qualifications: Grade 12 / Matric with basic to intermediate Microsoft Excel and MS Office proficiency.
- Experience: Background in a contact centre, telesales, customer service, or lead-generation role (insurance, financial services, and target-driven environment experience advantageous).
- Skills & Competencies: Strong verbal communication, active listening, objection handling, administrative accuracy, resilience, and a results-driven mindset.
Ready to apply? Submit your updated CV immediately to meet the 4 December 2026 onboarding deadline.