Retirement Fund Onboarding & Support Specialist

Old Mutual Life Assurance Company (SA) Ltd (PFA); Johannesburg; On-site; ZAR 360,000 - 520,000; Full time

Job summary

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a Sales Support Consultant to enable onboarding, implementation and servicing of retirement fund business in Gauteng. You will act as a central coordinator between consultants, brokers, clients and internal operations, ensuring launches and requote changes are executed accurately and on time.

The role emphasizes compliance management, AML monitoring, and delivering a positive client experience throughout the onboarding and post-launch

Qualifications

• Matric and NQF Level 5 or above qualification.
• Experience in Employee Benefits.
• Excellent interpersonal and communication skills.
• Strong organizational and multitasking abilities.
• Attention to detail and ability to work independently.
• Excellent presentation skills; proficient with PowerPoint, Excel, Word and CRM.

Responsibilities

• Coordinate and support all stages of the onboarding and launch process.
• Review documentation, AML compliance, and ensure timely submissions.
• Provide high‑quality broker, consultant and client support for service queries.
• Capture complaints and produce governance reports for risk management.
• Assist with ad hoc tasks as required by the team.

Skills

Excellent interpersonal skills

Strong organizational skills

Multitasking

Attention to detail

Excellent communication skills

Presentation skills

Independent worker

Education

NQF Level 5 or above

NQF Level 5 - Higher, Advance or Occupational Certificate or equivalent

Tools

PowerPoint

Excel

Word

CRM

Job description

Old Mutual Life Assurance Company (SA) Ltd (PFA) is seeking a Sales Support Consultant to enable onboarding, implementation and servicing of retirement fund business in Gauteng. You will act as a central coordinator between consultants, brokers, clients and internal operations, ensuring launches and requote changes are executed accurately and on time.

The role emphasizes compliance management, AML monitoring, and delivering a positive client experience throughout the onboarding and post-launch