Lead Generation Agent

RBS Insurance Brokers

2026/06/12   Bedfordview

Job Ref #: RBS-144
Industry: Sales
Job Type: Permanent
Positions Available: 1
RBS Insurance Brokers is looking for an articulate, extroverted Lead Generation Agent to join our Bedfordview team. You will identify businesses suited to short-term insurance, make 50+ calls a day, and set up Teams meetings between prospects and our Account Executives. If you have got grit, love talking to people, and thrive on hitting daily targets, we want to hear from you.
Job Description

The purpose of this role is to build a consistent pipeline of new short-term insurance business for RBS by identifying suitable prospect businesses, engaging them through high-volume outbound calling, and converting that engagement into qualified meetings for the Account Executive team.

Who would thrive in this role?

  • Someone process-driven and target-motivated, who finds satisfaction in hitting daily numbers rather than needing variety in their day.
  • Someone who can take rejection without it denting their energy for the next call and who recovers quickly rather than carrying a bad call into the next one.
  • A natural conversationalist who can build quick rapport with strangers and sound credible representing the company within the first 10 seconds of a call.

Financial

  • Contribute to RBS's new business pipeline by consistently meeting outbound activity and meeting targets.
  • Use call lists, data sources and tools provided in a cost-effective way

Client

  • Represent RBS professionally and accurately in every outbound interaction, first impressions matter, as this is often a prospect's first contact with RBS.
  • Capture accurate, useful context on each prospect for a smooth handover to the Account Executive.

Business processes

  • Identify and qualify businesses suitable for short-term commercial insurance, using lead lists / data sources provided and own research.
  • Conduct around 50 outbound calls per day to identified businesses.
  • Secure a minimum of one (1) qualified meeting per day for an Account Executive, held via Microsoft Teams.
  • Maintain accurate, up-to-date records of calls made, outcomes and pipeline status in the agreed tracking tool / CRM.
  • Provide weekly reporting on call volumes, meetings booked and outcomes.
  • Action feedback from Account Executives on lead quality and meeting outcomes to continuously improve targeting.
  • Adhere to RBS quality standards and relevant consumer protection / data privacy requirements when making outbound contact.

Learning and growth

  • Live the RBS Way by committing to the organisation's values.
  • Continuously refine calling approach, scripts and objection handling based on real outcomes.
  • Share market insights and trends picked up through calls with the wider team.
Job Requirements

Core Requirements

  • Matric or equivalent.
  • Very articulate, confident verbal communicator in English, this role is judged on first impressions over the phone.
  • Extroverted, outgoing personality, genuinely energised by talking to people, including strangers, all day.
  • Resilient with real grit, able to handle high rejection rates and stay motivated through repetitive outbound calling.
  • Comfortable spending 5+ hours per day actively dialling and speaking to prospects.
  • Computer literate (MS Office, Teams, CRM / call tracking tools).
  • Able to work full-time from the Bedfordview office.

Bonus Points

  • Previous outbound sales, telesales or lead generation experience.
  • Existing understanding of short-term insurance or financial services products.
  • An existing local business network or contacts within the Gauteng SME market.
  • Prior CRM / dialler tool experience.