Lead Warmer

Job Title: Lead Warmer

Reporting to: Sales Manager

Purpose

The Lead Warmer holds an administrative position dedicated to supporting the sales team through the management and scheduling of client appointments. The primary focus of the role is contacting prospective clients, warming up leads, and ensuring seamless appointment coordination for Sales Consultants. By managing these logistics, the Lead Warmer optimizes the sales workflow, allowing Sales Consultants to concentrate on closing sales and offering value-added services.

Key Responsibilities

• Lead Warming and Scheduling: The incumbent contacts potential clients by phone to arrange appointments for Sales Consultants. They coordinate booking times based on client preferences and consultant availability, followed by confirmation calls and reminders.

• Administrative Support: The individual updates and maintains accurate client profiles and scheduling details within the CRM system. They produce daily reports detailing scheduled meetings and client interactions for the sales team, while assisting with broader sales-related administrative duties as required.

• Client Interaction: The role involves managing scheduling inquiries with professionalism and resolving any calendar conflicts or customer concerns efficiently.

Minimum Required Qualifications

• Matric certification.

• RE5 and FAIS qualifications (such as NQF5 Wealth Management) are considered advantageous.

Minimum Required Experience

• Previous experience within a sales or client services setting is preferred.

• Prior experience in telephone-based client communication is advantageous.

Required Skills & Attributes

• Exceptional verbal communication with a professional telephone manner.

• Strong organizational, time management, and multi-tasking skills.

• High attention to detail regarding data entry and calendar management.

• Solid interpersonal capabilities to build client rapport alongside foundational problem-solving skills.

• Self-motivation with the capacity to operate both independently and collaboratively within a team.

Note: This specification serves as a general guide; exact responsibilities and required qualifications may adjust according to operational needs. The employee may be requested to fulfill other job-related duties outside this description, which remains subject to regular review.