Old Mutual Trainee Call Centre Agent Job 2026

Are you looking for a customer service or sales opportunity in Cape Town? Old Mutual is inviting suitably qualified and motivated candidates to apply for a Trainee Call Centre Agent position based in Pinelands, Cape Town.

This opportunity is suited to individuals who enjoy communicating with customers, have strong sales skills and are comfortable working in a target-driven environment. The successful candidate will be responsible for contacting new and existing customers by telephone, understanding their financial needs and introducing them to suitable Old Mutual financial products and services.

Applicants should have Matric or Grade 12, good computer skills and between six and twelve months of outbound call-centre sales or retail-sales experience.

Old Mutual Trainee Call Centre Agent Job 2026

The Trainee Call Centre Agent position offers candidates an opportunity to develop their sales and customer-service skills within the financial-services industry.

The successful applicant will interact with customers over the telephone and use a consultative approach to understand their needs and financial goals. Based on these discussions, the agent will identify appropriate product opportunities and provide professional assistance throughout the customer interaction.

The role requires someone who can communicate clearly, build trust with customers and consistently work towards assigned sales and performance targets.

Key Responsibilities

As a Trainee Call Centre Agent, your daily responsibilities may include:

• Contacting new and existing clients by telephone.
• Understanding customers’ needs and financial goals.
• Asking relevant questions to determine customer requirements.
• Introducing and presenting suitable Old Mutual products.
• Identifying opportunities to generate sales.
• Identifying opportunities to upsell appropriate products and services.
• Using consultative selling techniques during customer interactions.
• Building and maintaining positive relationships with customers.
• Providing professional and efficient customer service.
• Responding appropriately to customer questions and concerns.
• Managing customer feedback and complaints according to established procedures.
• Capturing accurate customer information.
• Recording relevant sales and customer details.
• Updating information on customer relationship management systems.
• Maintaining accurate sales and customer records.
• Working towards individual sales targets.
• Meeting assigned performance objectives.
• Managing daily activities and personal workload effectively.
• Using available digital and CRM tools to support customer engagement.

The position requires employees to balance customer service with sales performance. You will therefore need to remain professional while confidently identifying suitable sales opportunities.

Minimum Requirements

To be considered for the Old Mutual Trainee Call Centre Agent position, applicants should meet the following requirements:

Education

• Matric or Grade 12.
• The available vacancy information also references NQF Levels 2 and 3 in the education section; however, the stated minimum requirement is Matric or Grade 12.

Experience

Applicants should have:

• Approximately 6 to 12 months of outbound call-centre sales experience, or
• Retail sales experience.

Previous experience in the financial-services industry would be an advantage, although it is not indicated as an absolute requirement.

Computer Skills

Candidates should be computer literate and comfortable using standard workplace applications, including Microsoft Office.

Experience with customer relationship management systems and digital customer-service platforms can also be beneficial.

Other Requirements

Applicants should also have:

• Excellent verbal communication skills.
• Good written communication skills.
• A clear criminal record.
• A clear credit record.
• The ability to work in a sales and target-driven environment.
• A professional approach to customer interactions.

Skills and Competencies

Old Mutual is looking for candidates who can communicate effectively while building positive relationships with customers.

Important skills for this position include:

Outbound Sales

You should be comfortable speaking to customers over the telephone and confidently explaining products and services.

Consultative Selling

The role requires you to understand a customer’s situation before recommending an appropriate product. Good questioning and listening skills are therefore important.

Customer Service

Providing professional customer service is an important part of the position. Customers should feel respected, understood and properly assisted.

Communication

Strong verbal and written communication skills are essential because much of the work involves interacting with customers and recording relevant information.

Relationship Management

The successful candidate should be capable of developing and maintaining positive customer relationships.

Sales and Upselling

You should be able to identify genuine opportunities to introduce additional suitable products or services to customers.

CRM Skills

The position involves using customer relationship management systems to capture and maintain customer information.

Complaint Management

Candidates should be able to handle customer complaints and feedback calmly and professionally.

Time Management

Call-centre environments can be fast-paced. You will need to organise your daily activities and manage your time effectively.

Resilience

Sales roles can involve rejection and challenging customer interactions. A resilient attitude and willingness to keep working towards targets are important.

Results Orientation

The position is target-driven, meaning employees are expected to work consistently towards assigned sales and performance objectives.

What Will You Do as a Trainee Call Centre Agent?

The role goes beyond simply making telephone calls.

You will be expected to understand the customer before attempting to sell a product. This means using probing questions, listening carefully and identifying the customer’s financial needs and goals.

Once the customer’s requirements have been established, you will introduce relevant Old Mutual products and explain their potential value.

The position therefore combines customer service, sales, communication and financial-product marketing.

You will also be expected to keep customer information accurate and up to date and use the company’s systems to record customer interactions and sales activity.

Working in a Target-Driven Environment

Applicants should understand that this is a sales-focused position.

Employees will be expected to work towards specific sales and performance targets. This means the role may be particularly suitable for individuals who are motivated by achieving goals and who enjoy working in a performance-driven environment.

Being unsuccessful in every customer interaction is normal in sales. The ability to remain positive, learn from customer interactions and continue working towards targets is therefore important.

Training and Career Development

As a trainee position, the opportunity can provide valuable exposure to the financial-services and customer-service environment.

Old Mutual indicates that it provides training, support and career-development opportunities. This can help employees develop their communication, sales, customer-service and financial-services knowledge.

Candidates who are interested in building a long-term career in financial services may find the position particularly valuable because it provides practical experience dealing directly with customers.

About Old Mutual

Old Mutual is a financial-services organisation with a long history in South Africa.

The company was established in Cape Town in 1845 as South Africa’s first mutual life assurance society. Today, Old Mutual provides financial products and services to customers across multiple markets.

The company’s stated purpose focuses on helping customers achieve their long-term financial goals while contributing positively to families, communities and broader society.

Old Mutual employs more than 27,000 people and operates across countries in Africa as well as China.

Who Should Apply?

The Trainee Call Centre Agent opportunity may be suitable for candidates who:

• Have completed Matric or Grade 12.
• Have previous outbound sales or retail-sales experience.
• Enjoy working with people.
• Are confident speaking to customers.
• Have good communication skills.
• Are comfortable working towards sales targets.
• Have basic computer skills.
• Are interested in financial services.
• Can work independently and manage daily responsibilities.
• Can handle customer complaints professionally.
• Are motivated by achieving measurable results.

Important Information for Applicants

The available vacancy information does not specify a guaranteed salary, commission structure or total remuneration package.

The employment contract type and exact work arrangement are also not clearly specified in the available information.

Employment Equity considerations may apply as part of the recruitment process.

Applicants should carefully review the official vacancy information before submitting an application and confirm all requirements, dates and application instructions.

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

Interested applicants should use the designated application page to access the employer’s application instructions.

Before applying, make sure your CV contains accurate information about your education, sales experience, customer-service experience and computer skills.

You should also ensure that your contact details are correct and that your application demonstrates why you are suitable for a customer-facing sales position.

Apply Safely

When applying for the Old Mutual Trainee Call Centre Agent vacancy:

• Read the complete vacancy information before applying.
• Check the closing date and application requirements.
• Submit your application through the designated application channel.
• Ensure that your CV information is accurate.
• Never pay anyone to apply for a job.
• Be cautious of requests for banking details, passwords or other sensitive information during the application process.
• Verify recruitment information through official Old Mutual channels where necessary.

Official Application Page

Applicants can access the application instructions through the vacancy’s designated application page:

Final Thoughts

The Old Mutual Trainee Call Centre Agent Job 2026 provides an opportunity for candidates with Matric and relevant sales or retail experience to enter or develop their careers in the financial-services sector.

The position is focused on telephone sales, customer service, relationship management and identifying suitable financial-product opportunities. Applicants should be confident communicators who can work towards targets while maintaining a professional and customer-focused approach.

If you meet the stated requirements and are interested in developing your career in financial services, review the vacancy information carefully and submit your application using the designated application process.