Counselling Manager at Old Mutual Limited

Johannesburg, Gauteng, South Africa -

Full Time

Start Date

Immediate

Expiry Date

15 Aug, 26

Salary

0.0

Posted On

17 May, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Action Planning, Adaptive Thinking, Budget Management, Business Requirements Analysis, Commercial Acumen, Data Compilation, Data Modeling, Learning and Development, Management Reporting, Market Analysis, Oral Communications, Performance Improvements, Project Performance Management, Report Review, Operational Execution, Performance Management

Industry

Financial Services

Description

Let's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Job Description na The Counselling Manager is responsible for the operational leadership and performance management of the Retirement Benefit Counsellors, Exit Benefit Counsellors, and Retirement Paraplanners. The role is highly execution-focused, with a clear mandate to translate strategy into disciplined day-to-day delivery. Communicate the actions needed to implement the function's strategy and business plan within the team; driving the right behaviours, activity levels, and outcomes to achieve member retention, preservation and optimal retirement decision-making. The role relies heavily on reporting, measurement, and performance insight to manage capacity, improve productivity, and ensure consistent, high-quality member outcomes. Key Responsibilities Lead and manage the end-to-end operational delivery of retirement and exit counselling and paraplanning teams. Translate strategic objectives into clear operational plans, activity targets, KPIs, and workflows. Drive consistent, high-quality engagement with retirement-eligible and exiting members leading to informed decision-making that supports long-term fund sustainability and member financial wellbeing. Drive awareness of the Fund Annuity Strategy with all stakeholders Support business growth initiatives, strategic campaigns, and client retention efforts. Coordinate and support business development processes. Actively manage pipelines, case progression, and turnaround times to ensure timely and effective retirement-member engagement. Monitor, analyse, and report on key performance metrics including retention, conversion, productivity, and service outcomes. Use data and reporting to identify performance gaps, trends, and improvement opportunities. Drive accountability through structured coaching Ensure operational efficiency through capacity planning, workflow optimisation, and continuous improvement. Maintain compliance with regulatory, governance, and quality standards across all counselling and paraplanning activity. Support business initiatives, campaigns, and growth objectives through strong operational execution. Experience & Capabilities 7–10 years’ experience in financial services, preferably within retirement benefits, wealth, or employee benefits environments. 3–5 years’ experience leading teams in a target-driven, operational environment. Strong capability in operational execution, performance management, and reporting. Experience within annuity product teams is advantageous. Relevant tertiary qualification in Business, Finance, Commerce, Operations, or related field. NQF 7 Key Strengths Strong execution bias and operational discipline Data-driven, analytical, and detail-focused Commercially and retention-minded Confident in driving performance and accountability Structured, organised, and outcomes-oriented Professional communicator with strong leadership presence Skills Action Planning, Adaptive Thinking, Budget Management, Business Requirements Analysis, Commercial Acumen, Data Compilation, Data Modeling, Learning and Development (L&D), Management Reporting, Market Analysis, Oral Communications, Performance Improvements, Project Performance Management (PM), Report Review Competencies Being Resilient Business Insight Communicates Effectively Cultivates Innovation Customer Focus Drives Results Ensures Accountability Manages Complexity Education NQF Level 9 – Masters Closing Date 21 May 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! Old Mutual is a premium African financial services organisation that offers a broad spectrum of financial solutions to retail and corporate customers across key market segments in 14 countries. The lines of business include Life and Savings, Property and Casualty, Asset Management and Banking and Lending. We are rooted in our purpose of Championing Mutually Positive Futures Every Day and believe that a great customer experience is anchored in a great employee experience.

Responsibilities

Lead the operational delivery and performance management of retirement and exit benefit counselling and paraplanning teams. Translate strategic objectives into operational plans and KPIs to ensure high-quality member outcomes and fund sustainability.