National Manager, Education and Partnerships

2 weeks ago

Melbourne, Victoria, Australia Profusion Group Full time
MEL CBD Based

  • Competetive salary
  • Growth oppurtunity

Company Overview


With a history of providing innovative Education/Investment Bonds to retail clients this business has embarked on an exciting new journey to distribute their offering to the adviser market.


With a pioneering product range they provide a wide range of underlying investment options within a flexible and tax effective structure.

Their offering is best in class and provides an unparalleled opportunity to invest in the education of family members in a tax effective manner with some of the worlds preeminent investment managers.


Role Overview


As the National Manager of Education and Partnerships, you will play a pivotal role in supporting the distribution of the organisation's education bond strategy.

You will be responsible for creating compelling content, delivering presentations, and collaborating with business development managers to drive business growth.

Additionally, you will lead education partnerships with financial adviser dealer groups, aiming to increase the adoption of the organization's education bond within these strategic relationships.


Skills & Experience

To excel in this role, you should possess:

  • Exposure to insurance bonds or similar tax-paid investing structures (ie Superannuation).
  • Indepth knowledge of taxeffective investment vehicles and strategies.
  • Previous experience in the financial sector, specifically working with financial advisers. Technical services experience would be highly relevant.
  • Content creation skills to translate technical product rules into marketable material.
  • RG146 Accreditation in Financial Planning.
  • Strong organizational skills, prioritization abilities, and a track record of meeting deadlines.
  • Excellent presentation, analytical thinking, and problemsolving skills.
  • Outstanding communication and interpersonal skills, with the ability to build rapport, negotiate effectively, and influence stakeholders at various levels.
  • Proficiency in Microsoft Office Suite and CRM systems.

What's on Offer:

  • The opportunity to be part of a leading financial organization and contribute to its growth and success.
  • Competitive salary package and benefits.
  • A supportive and collaborative work environment.
  • Continuous learning and development opportunities.
  • Exposure to a wide network of industry professionals and stakeholders.
If interested, please send your resumé and a cover letter detailing your interest in the position

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