Sales and Leads Consultant MMH251017-6

2 days ago

Centurion, Gauteng, South Africa Momentum Full time

Role Purpose

To engage prospective clients via outbound or inbound calls, qualify leads for sales readiness, and where appropriate, complete the sale of long-term insurance products (e.g. life cover). The agent will contribute directly to revenue generation while maintaining compliance, delivering a great client experience, and driving lead efficiency.

Requirements

  • Grade 12 / Matric (essential)
  • RE5 qualification (preferred or required within 1 year)
  • Experience in outbound sales or lead generation an advantage
  • Familiarity with Client Relations Management systems and call centre tools an advantage

Duties and Responsibilities

Key ResponsibilitiesAs an applicant, please verify the legitimacy of this job advert on our company career page

  • Client Engagement & Lead Qualification
  • Initiate contact with prospective clients from various lead sources (marketing, referrals, digital).
  • Qualify leads by assessing needs, budget, and intent using defined frameworks and scripts.
  • Use probing questions and soft skills to assess client suitability for products.
  • Accurately capture lead outcomes (qualified, not interested, callback required, etc).
  • Route unqualified or incorrect leads appropriately (e.g. do-not-contact list).
  • Sales Conversion
  • Where client needs and eligibility align, transition the conversation into a sales process.
  • Explain long-term insurance product benefits, premiums, exclusions, and terms.
  • Use approved sales scripts and tools to support persuasive but compliant sales.
  • Guide the client through the application process, capturing accurate information in the Client Relations Management System (CRM).
  • Complete policy activation and verify all requirements (e.g., documentation, underwriting triggers).
  • Data & CRM Management
  • Log all client interactions, lead outcomes, and follow-ups accurately in Client Management systems.
  • Maintain data integrity and ensure client information is current, complete, and correct.
  • Provide feedback on lead quality, scripting challenges, or system usability issues.
  • Compliance & Quality
  • Adhere strictly to FAIS, TCF (Treating Customers Fairly), and POPIA regulations.
  • Participate in quality assessments and coaching sessions to improve performance.
  • Follow all internal sales and service protocols and escalate red flags where needed.
  • Client Experience
  • Ensure all interactions supports a positive client experience — even if a sale is not completed.
  • Handle objections, queries, and concerns with empathy and professionalism.
  • Demonstrate empathy and professionalism in all objections, queries and concerns handled.
  • Support client retention efforts by identifying opportunities for upsell or saving the sale.

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