If you are looking to grow your career in financial services while gaining recognised qualifications and real workplace experience, the Old Mutual NQF Level 5 Wealth Management Learnership could be the opportunity you have been waiting for.
This learnership is designed for motivated individuals who want to enter or grow within the financial services sector. Based in Pinelands, Western Cape, this opportunity combines structured learning with practical exposure in a call centre sales environment, helping you build both technical knowledge and professional confidence.
If you are driven, customer-focused, and serious about building a future in finance, this programme could be the right next step.
About Old Mutual South Africa
Old Mutual South Africa is one of Africa’s leading financial services organisations. The company believes strongly in the African opportunity and invests in developing diverse talent across the continent.
With business clusters that include Old Mutual Finance, Retail Mass Market, Old Mutual Invest, and Personal Finance, the group offers a wide range of financial solutions to individuals and businesses. At the heart of Old Mutual’s operations is a commitment to helping customers achieve positive financial futures while creating meaningful career growth for employees.
The organisation places strong emphasis on diversity, inclusion, and development. Through quality training, structured support, and real opportunities for progression, Old Mutual continues to shape careers in the financial services industry.
About the NQF Level 5 Wealth Management Learnership
This learnership focuses on Wealth Management at NQF Level 5, offering participants the opportunity to gain a Higher, Advanced, or Occupational Certificate (or equivalent) in Wealth Management.
As part of the programme, successful candidates will work in a Trainee Call Centre Agent role. This role involves marketing Old Mutual products telephonically to both new and existing clients. The goal is to align financial solutions with clients’ needs and long-term financial goals, enabling asset protection and positive financial outcomes.
Participants will operate within a structured call centre environment, where performance, professionalism, and customer service excellence are essential.
Who Should Apply?
This opportunity is ideal for:
- Individuals with Matric/Grade 12 who want to build a career in financial services
- Candidates with 6–12 months outbound call centre sales or retail sales experience
- Those interested in consultative selling and customer engagement
- Motivated individuals driven by performance and financial rewards
- Candidates who want to grow within a respected financial services business
Whether you are starting out or looking to elevate your career, this learnership offers structured growth within a leading company.
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Requirements and Eligibility
To be considered for this learnership, applicants must meet the following criteria:
- Matric / Grade 12
- 6–12 months outbound call centre sales or retail sales experience
- Previous financial services experience is advantageous
- Clear criminal and credit records
- Computer literacy, including MS Office
- Excellent written and verbal communication skills
In addition, candidates must hold or be working toward an NQF Level 5 qualification in Wealth Management (Higher, Advanced or Occupational Certificate or equivalent).
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.
Key Responsibilities
As a Trainee Call Centre Agent, you will be responsible for:
- Marketing Old Mutual products telephonically
- Identifying and responding to customer needs
- Providing consultative sales support
- Managing customer relationships professionally
- Ensuring superior service delivery
- Managing time and tasks effectively to meet performance targets
The role requires resilience, accountability, and a strong focus on results. You will be expected to maintain high standards of customer service while actively identifying sales opportunities.
Skills and Competencies Required
To succeed in this learnership, you should demonstrate:
- Strong consultative selling skills
- Customer relationship management capabilities
- The ability to identify and act on sales opportunities
- Data management and digital consumer engagement skills
- Excellent interpersonal and communication abilities
Key competencies include:
- Action orientation
- Effective communication
- Customer focus
- Decision quality
- Self-awareness
- Accountability
- Trustworthiness
- Interpersonal savvy
Personal qualities such as resilience, strong time management, customer orientation, and the ability to influence others are highly valued.
What You Will Gain
This learnership offers more than just workplace experience. Participants will benefit from:
- Structured training aligned with an NQF Level 5 Wealth Management qualification
- Practical experience in a professional financial services environment
- Ongoing support and development
- Exposure to one of Africa’s leading financial institutions
- The opportunity to build a long-term career in financial services
Old Mutual is committed to helping employees grow, develop, and reach their career aspirations. Through mentorship, performance support, and development pathways, you will be equipped to unlock your full potential.
How to Apply
If you believe you meet the requirements and are ready to join a respected financial services organisation, you can apply online.
Ensure that all required documents are submitted and that your information is accurate and up to date before final submission.
Closing Date
The closing date for applications is 09 March 2026 at 23:59.
Conclusion
The Old Mutual NQF Level 5 Wealth Management Learnership offers a structured pathway into the financial services industry. With recognised qualifications, real-world experience, and strong career development support, this opportunity is ideal for driven individuals who want to grow within a reputable organisation.
If you are customer-focused, resilient, and motivated by performance and professional growth, this programme could mark the beginning of a rewarding career journey in wealth management.
Apply and take the first step toward building your future in financial services.
