Financial Educator and Worksite Facilitator
Core
Deliver high-quality retirement fund member education and enable meaningful workplace engagement for members of retirement funds administered by Old Mutual.
Role type
Financial Educator and Worksite Facilitator
Builds
Member education sessions, digital tool adoption, and worksite engagement initiatives
Domain
Financial services / Retirement funds / Employee benefits
Deliverable
client delivery
Required skills
Facilitation of training sessions, member education, digital tool demonstration, stakeholder partnership, lead generation, regulatory compliance, data reporting, financial wellbeing program management
Preferred skills
Vernacular language facilitation (Zulu, Sotho, Tswane), retirement income/annuity product knowledge, member-facing digital tools experience
Technologies
Digital attendance registers, feedback tools, digital claims platforms, Human Capital Management Systems
Responsibilities
Facilitate structured member education sessions (virtual and in-person), educate members on fund engagement and digital tools, promote digital attendance and feedback tools, partner with internal teams on workplace initiatives, coordinate quarterly stakeholder forums, identify qualified leads for financial advisers, create awareness of digital claims and preservation/annuitisation strategies, compile management information and reports on engagement trends, support worksite acquisition and activation, ensure legislative and regulatory compliance, implement initiatives to achieve production targets
Seniority
Mid-level, hands-on IC