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Old Mutual Trainee Call Centre Agent 2026

Old Mutual is hiring a Trainee Call Centre Agent in Pinelands, Cape Town. Applicants need Matric, 6–12 months of outbound sales experience and strong communication skills. Apply by 2 September 2026.

Old Mutual is offering an opportunity for an aspiring customer service and sales professional to join its financial services operations as a Trainee Call Centre Agent in Pinelands. The position is aimed at candidates who have the communication, sales and customer relationship skills required to engage clients and promote financial products telephonically.

The Old Mutual Trainee Call Centre Agent position, referenced as JR-70932, provides an opportunity for candidates with call centre or retail sales experience to develop their careers within an established African financial services organisation.

Applications close on 2 September 2026 at 23:59, giving interested candidates time to review the requirements and submit their applications through the company’s careers platform.

About the Old Mutual Trainee Call Centre Agent Opportunity

The Trainee Call Centre Agent role is centred on customer engagement, sales and financial services. Successful candidates will be responsible for marketing Old Mutual products to new and existing clients through telephone-based interactions.

The objective is not simply to make sales. Agents are expected to understand clients’ needs and financial goals and recommend appropriate products that can contribute to positive financial futures and the protection of assets and estates.

This makes the position particularly suitable for individuals who enjoy interacting with people, identifying customer needs and working towards measurable sales outcomes.

Key Responsibilities

The successful candidate will be expected to engage customers professionally and effectively while representing Old Mutual’s financial services offerings.

A major component of the role involves telephonically marketing Old Mutual products to both new and existing customers. Agents will need to understand customer requirements and identify suitable opportunities while maintaining a customer-focused approach.

The position also requires strong personal time and task management. Employees will be accountable for maintaining high levels of service delivery and managing their daily responsibilities effectively.

Customer relationship management will therefore be an important part of the position. The successful candidate will be expected to build relationships, respond to customer needs and contribute to a positive client experience.

Sales and Customer Service Experience

Old Mutual is seeking applicants who already have some exposure to sales or call centre environments.

Candidates are required to have 6 to 12 months of outbound call centre sales or retail sales experience. Previous experience in the financial services sector is considered desirable.

The experience requirement means that the opportunity is particularly relevant to individuals who have already developed basic sales and customer engagement skills and are looking to advance within the financial services industry.

Minimum Requirements

Applicants should meet several requirements before applying for the position.

The minimum requirements include:

  • Matric or Grade 12.
  • Six to 12 months of outbound call centre sales or retail sales experience.
  • Previous financial services experience is desirable.
  • Computer literacy, including MS Office skills.
  • Excellent written and verbal communication skills.
  • A clear criminal record.
  • A clear credit record.
  • Successful completion of required criminal and credit checks.

Candidates should ensure that the information contained in their applications accurately reflects their qualifications and previous work experience.

Personal Qualities Old Mutual Is Looking For

Beyond formal qualifications and work experience, Old Mutual is looking for candidates who demonstrate the personal characteristics required in a target-driven customer environment.

Strong interpersonal skills will be important because the position involves frequent interaction with customers. A customer-oriented approach is also essential, particularly when handling queries, identifying needs and building relationships.

The successful candidate should be target and results driven, as the role involves sales and measurable performance objectives.

Resilience is another important quality. Call centre sales can involve setbacks and rejected offers, meaning employees need to remain motivated and professional when dealing with challenging interactions.

The ability to influence others, good time management and a strong motivation to achieve financial rewards are also listed among the desired qualities.

Skills That Can Support Success

The position covers a broad range of customer service and sales competencies. These include consultative selling, customer complaint management, customer feedback management and customer relationship management.

Agents may also use CRM software and data management tools while handling customer information and tracking sales activities.

Other relevant skills include identifying sales opportunities, asking probing questions, strengthening customer relationships, managing sales data and engaging with digital consumers.

These capabilities can help an agent understand customer needs while identifying appropriate opportunities to introduce Old Mutual products and services.

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Career Development at Old Mutual

Old Mutual highlights training, support and professional development as part of its employee offering. The organisation aims to help employees grow their capabilities and build towards their future career aspirations.

For a trainee call centre agent, the role can provide exposure to financial services, customer relationship management, sales processes and professional workplace practices.

Old Mutual operates across several business areas, including Old Mutual Finance, Retail Mass Market, Old Mutual Invest and Personal Finance. This broader business environment can provide opportunities for employees to develop their experience and explore potential career pathways.

The organisation also places emphasis on diversity and inclusion and states that it champions both customers and employees.

Employment Equity

Old Mutual states that preference will be given to suitably qualified candidates in accordance with its Employment Equity Plan and the requirements of the relevant business unit.

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

Location and Closing Date

The position is based in Pinelands, Cape Town, South Africa.

The closing date for applications is:

2 September 2026 at 23:59

Candidates are encouraged to submit their applications before the deadline to avoid missing the opportunity.

How to Apply for the Old Mutual Trainee Call Centre Agent Position

Interested candidates can apply through the official Old Mutual Careers platform. The vacancy is listed under job requisition JR-70932 – Trainee Call Centre Agent.

Apply for the Old Mutual Trainee Call Centre Agent position

Applicants should carefully review the vacancy requirements and ensure that their application accurately demonstrates their qualifications, sales experience, communication abilities and customer service skills.

An Opportunity to Build a Financial Services Career

The Old Mutual Trainee Call Centre Agent opportunity provides an entry point for experienced sales and call centre professionals who want to develop their careers within the financial services sector.

With its combination of customer engagement, telephonic sales, financial product knowledge and performance management, the position can help successful candidates strengthen valuable commercial skills.

Candidates who meet the Matric, experience, communication, computer literacy and background-check requirements are encouraged to apply before the 2 September 2026 deadline.

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