Retirement Benefits Counsellor

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

• Engage members through retirement readiness programmes, campaigns, webinars, workshops, seminars and individual counselling sessions.

• Support members by explaining retirement processes, available options, fund requirements and key considerations throughout the retirement journey.

• Maintain a sound understanding of Old Mutual Corporate's retirement income solutions, annuity products and the products selected within Retirement Fund default annuity strategies. Provide factual and balanced information to support member understanding.

• Promote and utilise retirement calculators, digital tools, educational resources and member support platforms to enhance retirement preparedness and understanding.

• Collaborate with employers, HR representatives, financial advisers and internal stakeholders to ensure a positive and consistent member experience.

• Facilitate member education sessions and actively participate in team learning and knowledge-sharing initiatives.

• Maintain accurate records, adhere to regulatory and fund requirements, and ensure high standards of member service and counselling quality.

• Deliver professional retirement benefits counselling that improves member understanding of retirement options and fund benefits.
• Support members in navigating retirement decisions and related fund processes.
• Conduct individual and group member engagements professionally and empathetically.
• Participate in retirement readiness campaigns, workshops, webinars and member education initiatives.
• Promote the use of retirement planning tools, educational resources and digital support channels.
• Maintain accurate records and ensure compliance with governance and quality standards.
• Build and maintain trusted relationships with members and stakeholders.
• Contribute to a positive team environment through collaboration and knowledge sharing.

• Customer Focus
• Communicates Effectively
• Builds Networks
• Business Insight
• Action Oriented
• Drives Results
• Strong Operational Execution
• Instils Trust
• Strong Interpersonal Skills
• Planning & Organising
• Attention to Detail

• Minimum 3-5 years' experience in the Retirement Fund Industry
• Relevant qualification at NQF Level 6 or higher

• Previous experience as a Retirement Benefits Counsellor, Employee Benefits Consultant or Member Consultant
• Working knowledge of retirement fund administration and retirement processes
• Exposure to annuity products and retirement income solutions
• CFP, RPE or other relevant industry qualification

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

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