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Expect scenarios on explaining complex products simply, handling workplace groups, and ethics in advice. Recent public themes include culture and AI change, profit momentum in South Africa, and shareholder focus on governance and pay—useful context, not product claims.
Strong fit if you enjoy teaching money skills face-to-face in Johannesburg workplaces and representing a large, listed African financial services brand without remote-first flexibility.
As a Financial Educator and Worksite Facilitator for Old Mutual in Johannesburg, you would typically prepare and run workplace financial-education sessions, walk employees through savings, insurance, and investment concepts aligned with the group’s products, coordinate with host employers, and track engagement—on site more than remote.
The listing is not remote; expect worksite and Johannesburg-based facilitation.
It is a long-established South African group in investment, savings, insurance, and banking across Africa.
The group is headquartered in Cape Town; this role is listed for Johannesburg, Gauteng.
Website: oldmutual.com
Old Mutual is a South African investment, savings, insurance, and banking group, operating across Africa. Headquartered in Cape Town, the company is listed on the Johannesburg Stock Exchange, the Zimbabwe Stock Exchange, the Namibian Stock Exchange, and the Botswana Stock Exchange.
Public cache only — not an employee review.
Financial Educator and Worksite Facilitator - Old Mutual - Johannesburg, Gauteng About the Role 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 strategic initiatives aimed at enhancing financial literacy among employees, ensuring they make informed decisions regarding their retirement savings. What You'll Do Develop and deliver educational programs to improve financial literacy among retirement fund members. Collaborate with internal teams to design and implement workplace engagement strategies that promote participation in retirement plans. Provide one-on-one consultations to address individual member queries and concerns related to their retirement savings. Evaluate the effectiveness of educational initiatives and make necessary adjustments to improve outcomes. What We're Looking For A degree in Finance, Economics, or a related field. Proven experience as a Financial Educator or similar role within the financial services industry. Strong communication and interpersonal skills to effectively engage with diverse audiences. Excellent organizational and time management abilities to manage multiple projects simultaneously. About the Company Old Mutual is committed to fostering a culture of financial empowerment across Africa. With a presence in South Africa, the company aims to support its employees through comprehensive education and engagement programs that enhance their understanding of retirement planning and financial management. How to Apply To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there. Please ensure all required fields are filled out accurately for a smooth application process.
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