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Retirement Benefits Counsellor
Old Mutual Limited. Provide professional, compliant and member-focused retirement benefits counselling .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in retirement benefits counselling, including knowledge of retirement fund administration, annuity products, and compliance with regulatory requirements. Proven ability to engage members through educational programs and maintain strong relationships with stakeholders.
Highest-signal resume keywords
Retirement Benefits CounsellingRetirement Fund AdministrationAnnuity Products KnowledgeClient Management SkillsNQF Level 7 Qualification
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Retirement Fund AdministrationRetirement Benefits CounsellingAnnuity Products KnowledgeClient Needs AssessmentsConsultative SellingSales Data ManagementCustomer Relationship Development
Soft Skills
Attention to DetailPlanning and OrganisingCommunicationCustomer FocusNetworking
Tools & Technologies
Retirement CalculatorsDigital ToolsEducational ResourcesMember Support Platforms
Certifications & Qualifications
CFPRPENQF Level 6 QualificationNQF Level 7 QualificationAdvanced DiplomaPostgraduate Certificate
Industry Keywords
Retirement Fund IndustryRetirement Income SolutionsMember Education SessionsRegulatory ComplianceGovernance Requirements
About the role
Key responsibilities & impact- Provide professional, compliant and member-focused retirement benefits counselling
- Help members understand retirement options, fund benefits and available support
- Engage members through retirement readiness programmes, campaigns, webinars, workshops, seminars and individual counselling sessions
- Explain retirement processes, available options, fund requirements and key considerations
- Maintain knowledge of Old Mutual Corporate retirement income solutions, annuity products and default annuity strategies
- Promote and utilise retirement calculators, digital tools, educational resources and member support platforms
- Collaborate with employers, HR representatives, financial advisers and internal stakeholders
- Facilitate member education sessions and participate in team learning and knowledge sharing
- Maintain accurate records and comply with regulatory, fund, governance and quality requirements
- Build trusted relationships with members and stakeholders and contribute to a positive team environment
Requirements
What you’ll need- Minimum 3-5 years' experience in the Retirement Fund Industry
- Relevant qualification at NQF Level 6 or higher
- NQF Level 7 degree, Advanced Diploma or Postgraduate Certificate or equivalent
- Previous experience as a Retirement Benefits Counsellor, Employee Benefits Consultant or Member Consultant is advantageous
- Working knowledge of retirement fund administration and retirement processes is advantageous
- Exposure to annuity products and retirement income solutions is advantageous
- CFP, RPE or other relevant industry qualification is advantageous
- Skills in client management, client needs assessments, consultative selling, customer service, sales software, sales data management, sales closing techniques and customer relationship development
- Attention to detail, planning and organising, communication, customer focus, networking and operational execution