Member Engagement Specialist at PPS

Education: 

• Matric (Grade 12).
• Bachelor’s degree with relevance to Finance, Financial Planning, Investment Management preferable.
• RE 5 and FAIS accredited and compliant.

Experience:

• 1 to 3 years’ experience in an outbound sales call centre within the financial services environment.
• 3 years leads generation experience with a proven track record.
• Previous sales experience with a proven track record would be advantageous.

Knowledge and Skills: 

• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
• Computer Literate (MS Office Package).
• Excellent Communication -Verbal and Written.

Duties and Responsibilities

The generation of leads for PPS Advisory Services and Enablement by doing the following: 

• Lead Generation: be responsible for generating and nurturing leads for the organization using different marketing channels.
• Generate new leads using Cold Calling, External Databases, Performance Marketing, Worksites, email marketing, social media, and other relevant marketing channels.
• Liaise with professional bodies to gain access to young qualified professionals.
• Classify hot, warm, and cold leads based on their need, budget, and decision-making capabilities. Accordingly, take the necessary steps to convert hot leads and nurture warm and cold leads.
• Organize and keep the lead status updated in the leads register.
• Conduct Research into the PPS target market and then translate this into appropriate leads generation activities to maximize the number of leads generated.  
• Interact professionally with potential members, existing members, and other company stakeholders via various communication mediums to generate leads and referral leads.
• Collaborate with the marketing and sales team members to work on tasks relevant to lead generation.
• Identify and run appropriate leads generation campaigns.
• Cultivate in-depth product knowledge and understanding to ensure that you can effectively communicate the product features and benefits to the prospective customers.  Understand the product offering of competitors to effectively respond to objections.  
• Follow company decorum at all times when representing the organization.
• Be a PPS Brand Ambassador when representing the company via the various communication platforms.
• Excel within the set PPS leads generation targets.