Financial Educator and Worksite Facilitator

Let's Write Africa's Story Together!

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

Job Description

The Financial Educator and Worksite Facilitator is responsible for delivering high-quality retirement fund member education and enabling meaningful workplace engagement for members of retirement funds administered by Old Mutual.

The role facilitates structured education sessions, demonstrates digital tools available to members, supports awareness of preservation and default annuity strategies, and helps connect members to appropriate advice where required.

The incumbent works closely with internal stakeholders, employers, intermediaries and business partners to implement the worksite model, enhance member understanding across the member journey, and contribute to improved member outcomes, engagement and business growth.

Responsibilities

• Facilitate structured member education sessions, both virtual and in person, in line with the approved training calendar and ad hoc business requirements.
• Educate members on how to engage with the Fund and demonstrate the digital tools and platforms available to support them throughout their member journey.
• Promote the use of digital attendance registers and feedback tools for all member sessions to support accurate tracking, reporting and continuous improvement.
• Partner with internal Consulting, Growth and Retention teams to support workplace initiatives, identify opportunities and contribute to new business development.
• Coordinate and participate in quarterly forums with internal stakeholders to create awareness of education and worksite initiatives.
• Identify and generate qualified leads for the linked financial adviser from member sessions and workplace engagements.
• Create awareness of the digital claims process for members exiting or leaving the Fund.
• Create awareness among members, employers and intermediaries of the Fund’s preservation and annuitisation strategy through financial wellbeing and worksite engagements.
• Maintain a high level of knowledge of legislative, regulatory and industry developments relevant to retirement funds and member education.
• Compile accurate and insightful management information and reports on member session activity, engagement trends and outcomes for internal and external stakeholders.
• Support existing clients and internal consulting teams with worksite acquisition, activation and member engagement initiatives through financial wellbeing programme activities.
• Contribute as an effective team member in support of the broader Corporate strategy and business objectives.
• Ensure full compliance with legislative, regulatory and internal governance requirements relevant to the role.
• Implement agreed initiatives to achieve production targets, deliverables and business outcomes.
• Build and maintain strong relationships with internal stakeholders, employers, intermediaries and other key business partners.

Experience & Capabilities

• 3 to 5 years’ experience in financial services, preferably within retirement funds, employee benefits or a related member-facing environment.
• At least 3 years’ experience facilitating training or education sessions for small and large groups (Understanding of vernacular language, Zulu, Sotho & Tswane will be advantageous)
• Experience in retirement income, annuity products or related member advisory environments will be advantageous.
• Experience with or understanding of member-facing digital tools within the Old Mutual Corporate environment will be advantageous.
• Willingness and ability to travel, with flexibility to work extended hours when required.
• Own transport and a valid driver’s license are essential.
• Relevant qualification at NQF Level 7.

Required knowledge & Skills

• Sound understanding of retirement funds, employee benefits, life insurance and the broader Corporate business environment.
• Strong planning capability, sound judgement and adaptive thinking.
• Excellent verbal and written communication skills, with the ability to simplify complex concepts for diverse audiences.
• Strong interpersonal, facilitation and group management skills.
• Strong problem-solving ability, analytical thinking and report interpretation skills.
• Good organisational skills, attention to detail and a continuous improvement mindset.
• Demonstrated accountability, initiative and the ability to work independently while contributing to team success..
• Facilitating in Vernacular language (Zulu, Sotho, Tswane)

Competences

• Collaborates and communicates effectively.
• Demonstrates a strong customer and member focus.
• Drives results and consistently delivers against agreed objectives.
• Takes ownership and ensures accountability for outputs and outcomes.
• Supports innovation and continuous improvement in member engagement approaches.
• Demonstrates resilience and adaptability in a dynamic business environment.
• Applies strong learning, facilitation and audience engagement skills.

Key strengths

• Strong facilitation capability across small and large group settings; the ability to engage in additional vernacular languages such as Sesotho, Setswana and isiZulu will be advantageous.
• Structured, organised and outcomes-driven.
• Confident in driving performance, ownership and accountability.
• Data-driven, analytical and detail-oriented.
• Builds strong stakeholder relationships and identifies opportunities to enhance member value and business growth.

 

Skills

Adaptive Thinking, Computer Literacy, Data Analysis, Data Compilation, Data Management, Digital Literacy, Educational Program Design, Evaluating Information, Executing Plans, Human Capital Management Systems, Learning and Development (L&D), Learning Design, Online Learning, Oral Communications, Professional Presentation

Competencies

Collaborates

Communicates Effectively

Develops Talent

Ensures Accountability

Manages Complexity

Plans and Aligns

Tech Savvy

Education

NQF Level 7 - Degree, Advance Diploma or Postgraduate Certificate or equivalent

Closing Date

27 July 2026 , 23:59

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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