26 Team Leads jobs in South Africa

To drive the success of lead generation and conversion initiatives. The primary focus of this role is to deliver high-quality leads that are both timely and valid. This involves making rapid first contact with potential clients and conducting thorough initial screening to assess lead viability. The role also encompasses the execution and management of targeted lead campaigns that support business growth and retention objectives.

Education:

• Bachelor's degree in Business Administration or a related field.

Experience:

• Minimum 2 years' experience in the Financial services Industry.
• 1-2 years working experience in a similar environment (preferred)
• Proven ability to drive the leads distribution process from plan to close

Knowledge and Skills:

• Knowledge of customer experience techniques
• Knowledge of Financial institutions (advantageous)
• FAIS and FICA knowledge (advantageous)
• Experience within a Sales environment

Competencies:

• Client Focus
• Performs well under pressure and maintains composure in challenging situations
• Excellent organisational and prioritisation abilities
• Collaborative team player with a supportive approach
• Driven to achieve results and meet performance targets
• Motivated by sales and growth opportunities
• Business Acumen
• Effective communication (written and verbal)
• Relationship Building
• Openness to change

• Manage leads generated from various campaigns with speed and precision, ensuring they are handled efficiently and effectively
• Foster strong, enduring relationships with customers by engaging meaningfully and understanding their needs
• Execute assigned tasks and deliver work outputs with accuracy and timeliness
• Resolve all lead-related queries and contribute to smooth and efficient value chain operations
• Maintain and update process documentation to keep it relevant and aligned with current practices
• Compile and prepare reports to support business insights and decision-making
• Accurately capture and update call outcomes in the system for follow-up or closure, ensuring detailed records of all member interactions are maintained

Job Description,
To drive the success of lead generation and conversion initiatives. The primary focus of this role is to deliver high-quality leads that are both timely and valid. This involves making rapid first contact with potential clients and conducting thorough initial screening to assess lead viability. The role also encompasses the execution and management of targeted lead campaigns that support business growth and retention objectives.

,
Requirements
,

Education

• Bachelor's degree in Business Administration or a related field.

Experience

• Minimum 2 years' experience in the Financial services Industry.
• 1-2 years working experience in a similar environment (preferred)
• Proven ability to drive the leads distribution process from plan to close

Knowledge And Skills

• Knowledge of customer experience techniques
• Knowledge of Financial institutions (advantageous)
• FAIS and FICA knowledge (advantageous)
• Experience within a Sales environment

Competencies

• Client Focus
• Performs well under pressure and maintains composure in challenging situations
• Excellent organisational and prioritisation abilities
• Collaborative team player with a supportive approach
• Driven to achieve results and meet performance targets
• Motivated by sales and growth opportunities
• Business Acumen
• Effective communication (written and verbal)
• Relationship Building
• Openness to change

,
Duties and Responsibilities
,

• Manage leads generated from various campaigns with speed and precision, ensuring they are handled efficiently and effectively
• Foster strong, enduring relationships with customers by engaging meaningfully and understanding their needs
• Execute assigned tasks and deliver work outputs with accuracy and timeliness
• Resolve all lead-related queries and contribute to smooth and efficient value chain operations
• Maintain and update process documentation to keep it relevant and aligned with current practices
• Compile and prepare reports to support business insights and decision-making
• Accurately capture and update call outcomes in the system for follow-up or closure, ensuring detailed records of all member interactions are maintained

Business Unit: DCM Distribution

Function: Call Center / Contact Center

Date: 11 Sept 2025

Discovery – Connect (Cape Town)

Discovery Integration Lead Generation Agent

About Discovery

Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

Job Description

• Engage clients via outbound calls to identify cross-sell and up-sell opportunities.
• Activate targeted lead sources (e.g., Vitality Store referrals, cross-sell campaigns).
• Pitch campaign and products, identify sales opportunities and gain interest to quote.
• Book appointments or transfer warm leads to Discovery Integration Specialists.
• Capture dispositions and call outcome accurately and meet lead generation targets.
• Collaborate closely with the Integration Specialists and Team Leader to optimize lead flow and conversion.
• Support campaign execution and feedback loops for continuous improvement.

Key purpose

To generate qualified sales opportunities by engaging existing clients, pitching relevant campaigns and products, and transferring warm leads to Integration Specialists for conversion.

Key Outputs

• Warm up and qualify leads for handover to Integration Specialists.
• Drive client engagement through campaign-based outreach.
• Achieve daily and weekly lead generation and engagement targets.

• Accurately capture and maintain lead interaction data.

• Provide actionable feedback on lead quality and campaign effectiveness.

• Support the execution of targeted lead activation strategies.

Personal attributes and skills

• Takes initiative and works independently.
• Adapts well to team environments and builds strong relationships.
• Communicates fluently, clearly, and persuasively.
• Demonstrates strategic thinking and problem-solving ability.
• Manages time effectively and works toward organizational goals.
• Focuses on customer needs and satisfaction.
• Follows policies and procedures with attention to compliance.
• Performs well under pressure and maintains high productivity.

Qualification & Experience

• Matric (essential).
• No prior experience required — ideal for candidates looking to start a career in sales or call centre environments.
• Advantageous: Exposure to customer service, sales, or lead generation environments.
• Strong communication skills and willingness to learn.
• Comfortable engaging with clients over the phone.
• Basic computer literacy (MS Word, Excel).

EMPLOYMENT EQUITY

The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.

Introduction

Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.

We help people grow their savings, protect what matters to them and invest for the future. We help companies and organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses.

Visit us at

Disclaimer

As an applicant, please verify the legitimacy of this job advert on our company career page.

Role Purpose

To engage prospective clients via outbound or inbound calls, qualify leads for sales readiness, and where appropriate, complete the sale of long-term insurance products (e.g. life cover). The agent will contribute directly to revenue generation while maintaining compliance, delivering a great client experience, and driving lead efficiency.

Requirements

• Grade 12 / Matric (essential)

• RE5 qualification (preferred or required within 1 year)

• Experience in outbound sales or lead generation an advantage

• Familiarity with Client Relations Management systems and call centre tools an advantage

Duties & Responsibilities

Key Responsibilities

1. Client Engagement & Lead Qualification

2. Initiate contact with prospective clients from various lead sources (marketing, referrals, digital).

3. Qualify leads by assessing needs, budget, and intent using defined frameworks and scripts.

4. Use probing questions and soft skills to assess client suitability for products.

5. Accurately capture lead outcomes (qualified, not interested, callback required, etc).

6. Route unqualified or incorrect leads appropriately (e.g. do-not-contact list).

7. Sales Conversion

8. Where client needs and eligibility align, transition the conversation into a sales process.

9. Explain long-term insurance product benefits, premiums, exclusions, and terms.

10. Use approved sales scripts and tools to support persuasive but compliant sales.

11. Guide the client through the application process, capturing accurate information in the Client Relations Management System (CRM).

12. Complete policy activation and verify all requirements (e.g., documentation, underwriting triggers).

13. Data & CRM Management

14. Log all client interactions, lead outcomes, and follow-ups accurately in Client Management systems.

15. Maintain data integrity and ensure client information is current, complete, and correct.

16. Provide feedback on lead quality, scripting challenges, or system usability issues.

17. Compliance & Quality

18. Adhere strictly to FAIS, TCF (Treating Customers Fairly), and POPIA regulations.

19. Participate in quality assessments and coaching sessions to improve performance.

20. Follow all internal sales and service protocols and escalate red flags where needed.

21. Client Experience

22. Ensure all interactions supports a positive client experience — even if a sale is not completed.

23. Handle objections, queries, and concerns with empathy and professionalism.

24. Demonstrate empathy and professionalism in all objections, queries and concerns handled.

25. Support client retention efforts by identifying opportunities for upsell or saving the sale.

Competencies

• Strong verbal communication and listening skills

• Sales-oriented mindset with ability to handle objections

• High attention to detail and Client Management system/data accuracy

• Emotional intelligence and empathy

• Resilience in a target-driven environment

• Ability to transition smoothly between qualifying and selling roles

• Enjoys solving problems and finding solutions collaboratively

• Confident, persuasive, and ethical

• Sales mindset

• Goal-driven but client-focused

• Comfortable with change and switching between roles (qualifier vs. seller)

Role Purpose

To engage prospective clients via outbound or inbound calls, qualify leads for sales readiness, and where appropriate, complete the sale of long-term insurance products (e.g. life cover). The agent will contribute directly to revenue generation while maintaining compliance, delivering a great client experience, and driving lead efficiency.

Requirements

• Grade 12 / Matric (essential)
• RE5 qualification (preferred or required within 1 year)
• Experience in outbound sales or lead generation an advantage
• Familiarity with Client Relations Management systems and call centre tools an advantage

Duties and Responsibilities

Key ResponsibilitiesAs an applicant, please verify the legitimacy of this job advert on our company career page

• Client Engagement & Lead Qualification
• Initiate contact with prospective clients from various lead sources (marketing, referrals, digital).
• Qualify leads by assessing needs, budget, and intent using defined frameworks and scripts.
• Use probing questions and soft skills to assess client suitability for products.
• Accurately capture lead outcomes (qualified, not interested, callback required, etc).
• Route unqualified or incorrect leads appropriately (e.g. do-not-contact list).
• Sales Conversion
• Where client needs and eligibility align, transition the conversation into a sales process.
• Explain long-term insurance product benefits, premiums, exclusions, and terms.
• Use approved sales scripts and tools to support persuasive but compliant sales.
• Guide the client through the application process, capturing accurate information in the Client Relations Management System (CRM).
• Complete policy activation and verify all requirements (e.g., documentation, underwriting triggers).
• Data & CRM Management
• Log all client interactions, lead outcomes, and follow-ups accurately in Client Management systems.
• Maintain data integrity and ensure client information is current, complete, and correct.
• Provide feedback on lead quality, scripting challenges, or system usability issues.
• Compliance & Quality
• Adhere strictly to FAIS, TCF (Treating Customers Fairly), and POPIA regulations.
• Participate in quality assessments and coaching sessions to improve performance.
• Follow all internal sales and service protocols and escalate red flags where needed.
• Client Experience
• Ensure all interactions supports a positive client experience — even if a sale is not completed.
• Handle objections, queries, and concerns with empathy and professionalism.
• Demonstrate empathy and professionalism in all objections, queries and concerns handled.
• Support client retention efforts by identifying opportunities for upsell or saving the sale.

Location:
Remote

Hours:
Monday - Friday, 9am-6pm UK time

Role Type
: B2C outbound sales - warm leads, no cold calling

Compensation
: OTE £5,00 - £900 per month

This is your chance to step into a pivotal role with a growing company that's reshaping how dental clinics attract and serve patients. You'll take ownership of your work, and gain direct mentorship from an experienced founder — a rare chance to learn the inside track of building and scaling a company. If you're hungry to challenge yourself and accelerate your development, 
this role is your launchpad.

About Us

We're reinventing how dental clinics attract and serve patients — using AI, smart marketing, and cutting-edge tech to make growth simple and effective. At our core, we're a team of passionate, fair, fun, and mission-driven people who believe in doing great work and enjoying the journey along the way.

Role Overview

We're looking for a motivated Client Sales Representative to join our growing team. This is a performance-based role focused on turning warm leads (no cold calls) into confirmed appointments for dental and aesthetic clinics. You'll work from home, managing conversations with people who have already expressed interest in treatments like Invisalign, dental implants, veneers, and cosmetic procedures.

This role is ideal for someone who is proactive, confident on the phone, and enjoys building rapport quickly.

What You'll Do

Call warm leads every day — no cold calls, just real patient interest.

Run discovery calls to understand patient needs, goals, and concerns, then guide them towards the right treatment.

Share clear, honest information about treatment options and pricing, securing deposits to confirm bookings

Confirm bookings directly in clinic calendars

Deliver concise patient notes so clinic teams are fully prepared for each consultation

Success in the Role

3 months → Confidently hitting appointment targets, mastering scripts & tools

6 months → Consistently exceeding goals, providing insights on lead quality

12 months → Recognised as a top performer, trusted with larger clinic accounts

18 months → Opportunity to train new setters and take on leadership responsibilities

Requirements & Attitude

Proactive & Results-Driven –
you don't wait for things to happen, you make them happen.

Entrepreneurial Spirit –
able to see the bigger picture and spot opportunities.

Comfortable with High-Volume Outreach
– repetition doesn't scare you, consistency is your superpower.

Exceptionally Detail-Oriented –
every note, every booking, every follow-up matters.

Self-Manager –
you can prioritise your day and stay productive while working remotely.

Continuous Learner –
always seeking ways to improve your skills, scripts, and results.

Adaptable & Positive –
you thrive under pressure, bounce back quickly, and stay motivated.

Team Player –
collaborative, open to feedback, and excited to contribute to a growing team.

Technical Requirements

Reliable, high-speed internet connection

High-quality headset with a clear microphone

Computer capable of running calling and CRM software smoothly

What You'll Get

100% remote role
– work from anywhere

Direct mentorship from a 2x founder –
learn sales, software, and the inside track of building & scaling a company

Skill-building opportunities –
from mastering CRM tools to refining sales conversations, you'll develop expertise that stays with you for life

Warm leads
delivered daily (no cold calling)

Fast-moving start-up environment –
your impact is visible, your voice is heard, and there's room to progress quickly

Training
and ongoing support provided

If you're hungry to grow, love connecting with people, and want the freedom of remote work, this role is for you

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact.
• We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE
• At the heart of great partnerships we'll always find EMPATHY

We are seeking a motivated and organized Senior Project Lead to join our dynamic project management team. The Junior Project Manager will play a pivotal role in assisting with the planning, execution, monitoring, and closing of projects. This is an excellent opportunity for an individual who is eager to learn and develop their project management skills while contributing to the successful delivery of projects.

We are currently looking for impact-driven individuals who are passionate in helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic.

Project Planning:

• Assist in creating project plans, including defining project scope, objectives, deliverables, timelines, and resources required.
• Collaborate with senior project managers to develop detailed work breakdown structures and project schedules.

Coordination and Communication:

• Facilitate communication between project team members, stakeholders, and clients to ensure a clear understanding of project goals and expectations.
• Coordinate meetings, workshops, and progress updates to keep all stakeholders informed about project status.

Task Assignment and Tracking:

• Assist in assigning tasks to team members and monitoring their progress to ensure timely completion.
• Maintain project documentation, including meeting minutes, action items, and project artifacts.

Risk Management:

• Identify potential risks and issues that could impact project delivery, and work with the project team to develop mitigation strategies.
• Escalate critical issues to senior project managers and assist in resolving them.

Quality Assurance:

• Assist in ensuring project deliverables meet quality standards and adhere to established processes.
• Collaborate with team members to perform quality checks on project outputs.

Reporting and Documentation:

• Generate regular project status reports, highlighting progress, milestones, issues, and risks.
• Maintain accurate and up-to-date project documentation in a centralized repository.

Learning and Development:

• Participate in training and development opportunities to enhance project management skills.
• Seek guidance from senior project managers and contribute to continuous improvement initiatives.

YOU ARE…

• Curious and authentic, just like us #beboldr

• An analytical and critical thinker, with an eye for even the most minute of details

• Passionate about client satisfaction

YOU HAVE…

• Bachelor's degree in Business Administration, Project Management, or a related field.
• Demonstrated interest in project management through coursework, internships, or relevant projects.
• Strong organizational skills with the ability to manage multiple tasks and priorities.
• Excellent communication skills, both written and verbal.
• Proficiency in project management software tools (e.g., Microsoft Project, Asana, Trello).
• Basic understanding of project management methodologies and principles.
• Detail-oriented and proactive problem-solving skills.
• Ability to work collaboratively within a team and adapt to changing project requirements.

• Boldr is the first global B-Corp dedicated to delivering world-class Client experiences while creating access to dignified, meaningful work in communities around the world.
• We are a global team, united by our desire to connect diverse people with common values for boldr impact.
• We employ just over a thousand team members across five countries and we want to employ over 5,000 people by 2027, if not sooner.

• Meaningful connections start with AUTHENTICITY
• We do our best work by being CURIOUS
• We grow by remaining DYNAMIC
• Our success combines AMBITIOUS VISION with OPERATIONAL EXCELLENCE
• At the heart of great partnerships we'll always find EMPATHY

We are seeking a motivated and organized Senior Project Lead to join our dynamic project management team. The Junior Project Manager will play a pivotal role in assisting with the planning, execution, monitoring, and closing of projects. This is an excellent opportunity for an individual who is eager to learn and develop their project management skills while contributing to the successful delivery of projects.

We are currently looking for impact-driven individuals who are passionate in helping Boldr grow and achieve our Purpose. We expect our Team to become our ultimate partners to success by always giving their 110% in everything, sharing their talents and quirks, and championing our core values: Curious, Dynamic and Authentic.

Project Planning:

• Assist in creating project plans, including defining project scope, objectives, deliverables, timelines, and resources required.
• Collaborate with senior project managers to develop detailed work breakdown structures and project schedules.

Coordination and Communication:

• Facilitate communication between project team members, stakeholders, and clients to ensure a clear understanding of project goals and expectations.
• Coordinate meetings, workshops, and progress updates to keep all stakeholders informed about project status.

Task Assignment and Tracking:

• Assist in assigning tasks to team members and monitoring their progress to ensure timely completion.
• Maintain project documentation, including meeting minutes, action items, and project artifacts.

Risk Management:

• Identify potential risks and issues that could impact project delivery, and work with the project team to develop mitigation strategies.
• Escalate critical issues to senior project managers and assist in resolving them.

Quality Assurance:

• Assist in ensuring project deliverables meet quality standards and adhere to established processes.
• Collaborate with team members to perform quality checks on project outputs.

Reporting and Documentation:

• Generate regular project status reports, highlighting progress, milestones, issues, and risks.
• Maintain accurate and up-to-date project documentation in a centralized repository.

Learning and Development:

• Participate in training and development opportunities to enhance project management skills.
• Seek guidance from senior project managers and contribute to continuous improvement initiatives.

Requirements

YOU ARE…

• Curious and authentic, just like us #beboldr

• An analytical and critical thinker, with an eye for even the most minute of details

• Passionate about client satisfaction

YOU HAVE…

• Bachelor's degree in Business Administration, Project Management, or a related field.
• Demonstrated interest in project management through coursework, internships, or relevant projects.
• Strong organizational skills with the ability to manage multiple tasks and priorities.
• Excellent communication skills, both written and verbal.
• Proficiency in project management software tools (e.g., Microsoft Project, Asana, Trello).
• Basic understanding of project management methodologies and principles.
• Detail-oriented and proactive problem-solving skills.
• Ability to work collaboratively within a team and adapt to changing project requirements.

We're a fast-growing tech startup building global infrastructure that powers the future of insurance. We're looking for a Technical Project Lead to guide clients through rapid, robust implementations on the Root platform. Your goal is to ensure that clients have effective, accurate, error-free and swift product launches, and work closely with our Solutions Engineering team to achieve successful implementations.

You will be responsible for collaborating closely with both the client and the solution engineers to design and solution tailored products on Root. Ensuring stakeholders are well-informed and project launches are on time and within budget, whilst supporting the client throughout the process.

This full-time role is based at our De Waterkant office in Cape Town, offering a flexible hybrid working model.

Project Delivery:

• Ensure that project plans are well scoped, accurate, up to date, and communicated frequently with all stakeholders (clients and internal).
• Work closely with internal teams and external contractors to ensure Root and the client have a clear, holistic systems understanding prior to and during launch to ensure successful delivery of projects.
• Project and implementation risks are well identified, documented, actively managed and communicated.
• Solutions are designed with the overarching aim of rapid, effective systems integration as well as speed-to-market.
• Client meetings are effective, well structured and value-adding.
• Clients find it "easy" and "effective" to work with and launch a product on Root.
• Solutions are effectively conceptualised and solved using the existing Root-rails.
• Implementations are well tested to ensure clients experience seamless and error-free product set-ups.
• Client queries are resolved in a timely manner.
• Consistently direct clients towards adopting Root-aligned best practice.
• Managing timelines and ensuring deadlines are met.

Project Administration

• Track and continuously update project metrics and financial controls.
• Deliver projects on time and within budget, and accurately bill clients at monthly and at milestones.

Client Management

• As the primary contact-point for clients, you'll discern and clearly articulate their pain-points to the team, providing issue resolution and escalation.
• Actively lead the interaction with clients and ensure that client solution-related queries are understood, prioritised and solved.
• Manage reviews and client feedback post implementation
• Act as a passionate advocate for the product, championing its merits internally and externally to clients, partners, and stakeholders.

• Bachelor's degree in Information Systems or Engineering
• 5+ years professional work experience
• Experience in spearheading projects, including analysing business requirements, conducting thorough research, and driving end-to-end project implementations while working with cross-functional teams.
• Experience collaborating with customers to capture, guide and define business requirements and translate business requirements into a working solution.
• Ability to produce concise and clear technical documentation, providing detailed instructions that ensure accuracy and clarity in communication.
• Experience translating complex business requirements into actionable solutions, leveraging technical expertise to deliver effective outcomes.
• Rapidly prototype and test a solution to a problem.
• Experienced in utilising and configuring project management tools such as JIRA and Azure, optimising project workflows and collaboration.
• Able to manage personal time, output, and energy well, and comfortable working under pressure.
• A working value of high confidence and low ego.
• Great interpersonal skills and can build trust and confidence with others.
• High attention to detail.

Bonus points/nice to have:

• Good understanding of APIs and software integration, including the purpose of primary keys, enhancing comprehension of system architecture and design.
• Familiar with APIs and software integration principles, including web-services/HTTP and SFTP.
• Basic experience in JavaScript, HTML, and CSS, enabling contribution to web-based solution development and customization.
• Proficient in using software/web development tools like text editors and Git version control.
• Experience working in the insurance industry.
• Experience working in a startup environment.

Our mission is to enable innovation in insurance by building the infrastructure required to reach the future of insurance. We are striving to be the global API standard for insurance.

• Lead by example: "Lean in, take charge, and always set a positive precedent."
• Exceed expectations: "Know your customer to delight your customer."
• Rally as one team: "Put aside egos and personal agendas to triumph as one."
• Own the mission: "Your job is not done until the job is done."
• Rise to the challenge: "Meaningful change requires meaningful effort and the courage to make bold moves."

Our team is made up of smart, passionate, and kind individuals working together to build a world-class business. We take the time to develop personal relationships with each other. Over and above daily team lunches, we do frequent team outings and ad-hoc adventures (when global pandemics permit).

We create and enable an environment for people to do their best work. To support this, we focus on a culture of autonomy, transparency and trust. As a startup, we care a lot about innovation, and believe in an iterative way of working to drive innovation forward. We encourage each other and foster a working culture of sharing early versions of our work and implementing feedback fast.

We have ambitious goals. Our mission is to transform insurance, globally, and we're making solid progress in South Africa and the UK. Your contribution will directly and visibly impact Root's continued success and expansion.

Our team is incredibly friendly and collaborative. If you care about solving challenging problems with smart people you enjoy being around, this is the place for you.

Please note… Open positions at Root are competitive and we often receive high volumes of applicants. If you have not received further updates on your application after three weeks, you're welcome to request feedback.