Syncarpha Bluestar is authorised by Sanlam to offer a wide range of personalised financial solutions – from financial planning and insurance, to investment advice and retirement planning.

We are looking for a dynamic lead generator to join our team. If you meet the following requirements, please send your detailed CV and cover letter to info@syncarphabluestar.co.za

Reference: Lead generator - Insurance

Sales Opportunity Creation

• Expand the client base through cold calling prospective clients.


• Manage appointments & diaries


• Follow up on appointments


• Maintaining contact with potential customers and leads through emails, phone calls, mailings, and other communication methods.


• Find new and innovative ways to generate leads


• Create and maintain referral database


• Achieve successful sales targets

Skills and  Competencies

• Excellent Interpersonal Skills.


• Team Player.


• Maintain a positive attitude focused on customer satisfaction.


• Active listening skills that enable successful analysis of client needs.


• Integrity, honesty, Resilience and Accountability.


• Self sufficient and target driven


• Ability to think creatively & innovatively where possible


• Solution-orientated


• Technical & functional knowledge


• In-depth understanding and application of FAIS Act and Insurance Industry governance in South Africa.


• MS Office Proficiency.


• Excellent Communication Skills.

OTHER REQUIREMENTS

• Relevant Financial Sector Conduct Authority (FSCA) and FAIS recognised and accredited qualification preferred


• Minimum Grade 12


• Valid drivers license & own vehicle


• Minimum of 2 years performing a similar Role


• Minimum 2 years Sales experience, specifically in Insurance Brokerage

Favourable commission and bonus structures in place

Expected Start Date: 01 April 2024

Average salary – R6 000 basic plus uncapped commission

Job Types: Full-time, Permanent

Experience:

• Sales: 2 years (Required)

Education:

• High School (matric/grade 12) (Required)


• Finance related degree (preferable)

Work Remotely:

• No