Financial Wellness Expert

4 days ago


Thabazimbi, Limpopo, South Africa Old Mutual Full time

Empowering a Brighter Future

At Old Mutual, we believe in harnessing the power of financial wellness to drive individual and collective success.

About the Role

This exciting opportunity is centered around developing and implementing processes for sustaining knowledge management within our organization. The successful candidate will be individually accountable for achieving results through their own efforts.

Main Responsibilities
  1. Representing Old Mutual during induction sessions with professionalism.
  2. Clearly explaining Old Mutual services to new employees.
Key Performance Areas
  1. Obtaining consent from employees to request their Credit Report.
  2. Explain the Credit report and their financial situation.
  3. Use tools provided by Old Mutual to assist employees with their budgeting.
  4. Explain annuity options available to employees at retirement.
Additional Tasks
  1. Facilitating legal support for employees with garnishee orders and loan agreements.
  2. Assisting employees with financial-related queries.
Stakeholder Engagement
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