Cape Town City Centre: 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. 24 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.