Leads Coordinator

Our client with a national footprint within the financial sector seeks the duties of a highly skilled Leads Coordinator.

Key Responsibilities

Lead Management & Allocation

• Capture, track, and manage all incoming leads from various channels (digital, referrals, campaigns, walk‑ins, outbound lists).
• Qualify leads based on predefined criteria, ensuring suitability for long‑term financial products.
• Allocate leads to financial advisers according to capacity, licensing, and business rules.
• Monitor lead progress and follow up to ensure timely engagement and conversion.

Client Engagement & Communication

• Conduct initial client contact to verify information, understand needs, and schedule appointments.
• Maintain a professional and client‑centric approach in all interactions.
• Provide clients with basic product information and direct them to the appropriate adviser or department.

Data Management & Reporting

• Maintain accurate and up‑to‑date lead records on CRM and internal systems.
• Track lead status, conversion rates, and adviser activity.
• Prepare weekly and monthly reports on lead performance, pipeline activity, and campaign outcomes.
• Identify trends and recommend improvements to lead‑generation and conversion processes.

Compliance & Governance

• Ensure all lead‑handling processes comply with FAIS, FICA, POPIA, TCF, and internal governance standards.
• Maintain complete and compliant documentation for all leads and client interactions.
• Support audit and compliance reviews by providing accurate records and reports.

Operational Support

• Collaborate with marketing teams to support campaigns and ensure leads are processed efficiently.
• Assist advisers with appointment scheduling, documentation preparation, and follow‑ups.
• Support management with insights to improve lead quality and operational efficiency.

Qualifications & Experience

• Matric (Grade 12) required; a certificate or diploma in Financial Services, Business Administration, or related field is advantageous.
• 2–4 years’ experience in a coordination, administrative, or client‑service role within the financial services industry.
• Experience working with long‑term insurance, investment, or retirement products is highly beneficial.
• Strong CRM and MS Office skills (Excel, Outlook, Teams).
• Understanding of FAIS, FICA, POPIA, and TCF principles.

Key Competencies

• Excellent organisational and time‑management skills.
• Strong communication and client‑engagement abilities.
• High attention to detail and accuracy.
• Ability to work under pressure and manage multiple priorities.
• Analytical mindset with the ability to interpret lead and conversion data.
• Professionalism, integrity, and a client‑centric approach.