Financial Services Lead Coordinator

4 days ago


Pretoria, Gauteng, South Africa HR Genie Full time
Job Title: Financial Services Lead Coordinator

We are seeking a highly skilled Financial Services Lead Coordinator to join our team at HR Genie. As a key member of our business development team, you will be responsible for generating and managing leads, developing relationships with clients, and driving sales growth.

Key Responsibilities:
  • Develop and implement lead generation strategies to drive sales growth
  • Manage and maintain a database of leads, including data gathering, correspondence, and allocation to suitable financial advisors
  • Collaborate with sales and marketing teams to ensure effective lead management and reporting
  • Provide regular reporting and analysis to the Chief Revenue Officer on lead performance and client behavior
Requirements:
  • Minimum 5 years experience in a financial services company, with a proven track record of lead generation and sales growth
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues
  • Intermediate to advanced proficiency in MS Office Suite and CRM software
What We Offer:
  • A competitive salary and benefits package
  • Ongoing training and development opportunities
  • A dynamic and supportive work environment


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