Financial Educator and Worksite Facilitator

Job Overview

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 structured education sessions, demonstrates digital tools available to members, supports awareness of preservation and default annuity strategies, and helps connect members to appropriate advice where required. The incumbent works closely with internal stakeholders, employers, intermediaries and business partners to implement the worksite model, enhance member understanding across the member journey, and contribute to improved member outcomes, engagement and business growth.

Responsibilities

• Facilitate structured member education sessions, both virtual and in person, in line with the approved training calendar and ad‑hoc business requirements.
• Educate members on how to engag...