Counselor

• 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

Counselor jobs in South Africa

Retirement Benefits Counsellor