Leads Coordinator

Job Title: Leads CoordinatorWe are seeking a highly skilled and experienced Leads Coordinator to join our team at HR Genie. As a Leads Coordinator, you will play a critical role in managing the leads process, ensuring that all leads are properly managed and converted into sales opportunities.Key Responsibilities:Operational: Develop a strong knowledge of our company's products and services to provide a professional service to any lead from the onset of client engagement.Implement and manage the leads process for business referrals from internal company divisions, marketing and branding endeavors, existing clients, and orphan clients.Engage with MDs and individuals responsible for the leads process of internal company divisions to ensure that all leads follow the correct leads management process.Arrange and manage regular follow-up with leads-sharing personnel to review leads submitted, progress, and generate new leads.Manage the entire leads process by means of direct client and advisor engagement for receipt, data gathering, correspondence with Business Development, allocation to a suited financial advisor, progress tracking, conversion and non-conversion, lead follow-up, client retention, and reporting.Requirements:Minimum of 5 years experience in a financial services company (marketing/sales/client service).Proven record of achievements from lead inception to closing.Excel or other relevant CRM software data management or system-based lead management experience.Intermediate to Advanced proficiency in MS Office Suite.Verbal and written communication in English and Afrikaans at all levels.What We Offer:Opportunity to work with a dynamic and growing company.Competitive salary and benefits package.Professional development opportunities to enhance your skills and career.How to Apply:If you are a motivated and experienced professional looking for a new challenge, please submit your application, including your resume and a cover letter, to (insert contact information).
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