Lead Generator (Contractor) at Old Mutual

Job Description

The key focus of this role is to generate qualified leads for the Virtual Financial Advisors in the new Virtual Financial Adviser Channel that will be launched on 1 July. This will be a 1-year Learnership appointment/contract.

The position has been identified as a non-FAIS position, contacting potential Life, funeral and savings leads/customers identified through various inbound and outbound leads campaigns. Determines the customers’ needs and interests and markets Old Mutual advice value proposition to customers. This person will only market (explain the relevant Old Mutual product offering) to customers and refer interested customers to Virtual Financial Advisers to conduct further needs analysis, give advice and provide quotations. Schedules appointments for customers to have an advice discussion with a Virtual Adviser according to the Virtual Advice Channel allocation process.

• Tracks and reports on leads referrals and allocations.
• Work and use allocated inbound and outbound leads effectively to achieve campaign success rates.
• Work with specific range of products.
• Prospecting is very limited.
• Receives base salary, no commission or bonus

Skills

Education

• Matriculation Certificate (Matric) (Required)

Closing Date

• 19 October 2022