NQF Level 5 Wealth Management (Learnership)

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Pinelands, Goromonzi, Mashonaland East, ZWE
In-Office
Fintech • Payments • Financial Services
The Role

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

What is a Trainee Call Centre Agent?

Do you have what it takes to work for a leading financial services company? Then you may be what we are looking for. Whether you’re are a graduate or a experienced professional trying to elevate your career, Old Mutual has something to offer you.

What is required of you?

Role Description / Key Performance Areas

Marketing Old Mutual products to new and existing clients telephonically, in line with the client’s needs and financial goals, to enable positive financial futures and protection of assets and estate.

As a financial services professional, you will be accountable for maintaining superior service delivery to your customers, through effective personal time and task management.

What do we need from you?

  • Matric/Grade 12

  • Diploma/Degree

  • Between the age of 18-35

  • N6

  • Wealth Management Qualification

  • 6-12 months outbound call Centre sales/retails sales experience

  • Previous financial services experience desirable

  • Clear credit and criminal records

  • Computer Literacy (MS Office)

  • A clear criminal and credit check

  • Excellent communication skills (written and verbal)

Personal Qualities

Good interpersonal skills

Customer oriented

Target and Results Driven

Remaining resilient despite setbacks

Ability to influence others

Driven by financial reward  

Good time management skills

What we can do for you!

Assist you in reaching your career goals and dreams by helping you grow, develop and build on your future aspirations through quality training and support to reach your potential. We lead with our values, which is at the heart of the great things we do. We champion our customers and employees. We are passionate about diversity and inclusion for mutually positive futures throughout our business clusters – Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. The Group provides many opportunities for growth and development.
Preference will be given to suitably qualified candidates in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

So what now ?

If you think you fit the bill, have a desire to join a respected financial services business and would like to set your own earnings potential. Apply Now! <……………………>

Skills

Consultative Selling, Customer Complaint Management, Customer Feedback Management, Customer-Focused, Customer Relationship Management (CRM) Software, Customer Service, Customer Service Operations, Customer Understanding, Data Management, Digital Consumer Engagement, Identifying Sales Opportunities, Probing Questions, Sales Data Management, Strengthening Customer Relationships, Upselling

Competencies

Action OrientedCommunicates EffectivelyCustomer FocusDecision QualityDemonstrates Self-AwarenessEnsures AccountabilityInstills TrustInterpersonal Savvy

Education

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent: Wealth Management

Closing Date

09 March 2026 , 23:59

The appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.

The Old Mutual Story!

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The Company
Gauteng
12,448 Employees

What We Do

Old Mutual Limited is a listed company on the Johannesburg Stock Exchange and has secondary listings on the London, Malawi, Namibia and Zimbabwe stock exchanges. As a Pan-African financial services company, we are focused on Africa, her needs and her people. Together with you, we have educated our children, given more homes warmth and light, empowered small businesses and improved infrastructure in Africa. Our story will continue #WithAfricaForAfrica

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