Retirement Specialist

1 week ago

Sydney, New South Wales, Australia AMP Full time
Retirement Specialist

If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking.

For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more positive and powerful for the future.

Help people create their tomorrow, while you create yours
We help people with their banking, super, retirement and finances. Through upturns, downturns, recessions, and major life transitions.

Every day, we help people see and make more of their financial potential, so that they can create their tomorrow.

And we've been doing it for over 170 years.

If we do our job well, we genuinely add to the prosperity of our country and its people.

How you'll make an impact


This role is a National one, responsible for supporting the Sales team in positioning of North as the market leading retirement solution platform.

The role supports the broader sales team in achieving Retirement solution targets as well as Wealth Distribution sales targets. - i.e. growing its funds under administration through new business sales particularly in the pre retiree / retiree market.


The individual is also responsible for positioning and promoting AMP's overall product suite including AWMI's suite of investment products which are available on the investment menu of AMP platforms and its Master Trust products.


Success in this role will require a high level of Superannuation and Retirement technical knowledge, disciplined execution and a well-considered business plan that aims at deepening and broadening support from financial advisers.

Collaboration with AMP Wealth Distribution's Business Development Managers is a key factor to success in this role.

Main Focus Areas:

Individual Performance

  • Execute Sales initiatives in the pre retiree / retiree demographic to maximise new business opportunities and customer retention.
  • Work with Business Development Managers to support them in their pipeline of new business opportunity and to achieve their targets, in the Retirement segment
  • Engage, qualify and grow revenue from key partner advice businesses
  • Protect and maximise embedded value including funds under administration, investment share of wallet and customer numbers.
  • Strong understanding and appreciation of sales frameworks, methodologies and processes to support the Wealth Management focus areas.
  • Adherence to all sales disciplines including agreed activity management, timeliness of reporting responsibilities, initiative delivery, risk & compliance framework
  • Provide thought leadership and adopt an insight led approach to position AMPs solutions and assist advisers in achieving their business objectives, particularly in the area of Retirement
  • Grow adviser productivity through identifying opportunities to improve their business efficiency and effectiveness.
  • Understand industry trends and adviser business drivers to help them navigate a fast changing environment to maximise opportunities and mitigate challenges
  • Understand competitor landscape to enhance the AMP offering and successfully overcome objections.
  • Build effective partnerships internally to help create positive customer and adviser experiences
  • Willingness to make a positive difference beyond core deliverables by adopting a team first approach
  • Ongoing contribution to a highperformance culture through commitment to ongoing improvement, personal development, flexible and adaptive attitude to change, individual & team accountabilities.

Day to day responsibilities include:

  • Develop and deliver retirement planning content to support the wider sales team in achieving their financial goals.
  • Present at PD days and industry events
  • Develop strong adviser relationships and an understanding of their business objectives to support their planning outcomes for retirement.
  • Maintain technical knowledge on Superannuation in general and Retirement outcomes specifically.
  • Align sales activities to the agreed focus areas for AMP Wealth Management
  • Personally, responsible for adhering to the risk & compliance framework and to act in the best interest of AMP's customers.
  • Work closely with team members to ensure quality of approach, consistency of behaviour and key messages to the market.
  • Processing of expenses: reconcile corporate AMEX card and reimbursements monthly.
  • Develop new business leads and progress opportunities from existing and new adviser relationships
  • Maintain comprehensive, accurate, and timely records of adviser relationship activities using appropriate systems.
  • Provide AMP product and system support to advisers to ensure efficiency, effectiveness and customer satisfaction.
  • Work effectively within AMP's shared values and behaviours. Alignment to team and enterprise vision and ability to articulate this in a clear and co

  • Onboarding & Training Specialist

    1 week ago

    Sydney, New South Wales, Australia Australian Retirement Trust Full time

    Be part of an inclusive and high-performing team Enjoy a rewarding career move with opportunities for development Make a difference with a fund that puts members firstAbout usWhen you work for Australian Retirement Trust, every day is an opportunity to be a force for good in the lives of more than 2 million members.Australian Retirement Trust is the super...

  • Retirement Independent Living Specialist

    1 week ago

    Sydney, New South Wales, Australia Uniting Full time

    With a passionate team of over 10,000 employees and volunteers operating in more than 300 locations, our services span across aged care, disability support, community services, and chaplaincy.This role presents an exciting opportunity to become part of Uniting and contribute to the enhancement of their customer-focused Neighbourhood model, while championing...

  • 15 - 20min appts | 65% of Billings - Mixed | Replace Retired GPs | Flexible Hrs

    1 week ago

    Sydney, New South Wales, Australia HealthcareLink Full time

    About the Opportunity Our mixed billing client in the Blue Mountains area is currently needing a vocationally registered general practitioner to join their team on a part-time basis with a view to increasing to full-time hours in the foreseeable future. Established for over 30 years with a long-standing patient base, the incoming GP will be taking over from...

  • Superannuation Specialist

    1 week ago

    Sydney, New South Wales, Australia Commonwealth Superannuation Corporation (CSC) Full time

    Posted: 05/05/2023Closing Date: 21/05/2023Job Type: Permanent - Full TimeLocation: SydneyJob Category: Insurance & SuperannuationCSC is the trusted Superannuation fund for current and former Australian Government and Australian Government Defence Force employees serving our customers with our proud history for 100 years.CSC is a superannuation fund with...

  • Remote Digital Marketing Specialist

    1 week ago

    Sydney, New South Wales, Australia DATA WORLD Full time

    Key Responsibilities: Develop and execute digital marketing strategies that support company objectives and goals Monitor and analyze campaign performance, providing regular reports and insights to optimize performance Collaborate with our marketing team to develop engaging content for digital campaigns, including copy, graphics, and video content Identify...

  • Investor Services Specialist

    1 week ago

    Sydney, New South Wales, Australia CFS Full time

    Investor Services SpecialistWould you like to work in an organisation that encourages and supports you to be your best? At CFS you'll join an organisation that is so much more than striving to give our customers financial freedom in retirement. It's at the heart of what we do and that's why we are committed to developing a culture of expert and passionate...

  • Investor Services Specialist

    1 week ago

    Sydney, New South Wales, Australia CFS Full time

    Investor Services SpecialistWould you like to work in an organisation that encourages and supports you to be your best? At CFS you'll join an organisation that is so much more than striving to give our customers financial freedom in retirement. It's at the heart of what we do and that's why we are committed to developing a culture of expert and passionate...

  • Customer Banking Specialist

    1 week ago

    Sydney, New South Wales, Australia eFinancialCareers Ltd. Full time

    Customer Banking Specialist - Condobolin Customer Banking Specialist - Condobolin Commonwealth Bank of Australia Sydney, Australia Customer Banking Specialist - Condobolin Commonwealth Bank of Australia Sydney, Australia Posted 1 day ago Permanent Competitive Customer Banking Specialist - Condobolin Please note that rosters are predetermined. Before...

  • Operations Specialist

    1 week ago

    Sydney, New South Wales, Australia Challenger Full time

    Challenger Limited is an ASX-listed investment management firm managing $105 billion in assets (as at 30 June Life with us is fast moving and always exciting. Together we're driving to deliver our vision to provide our customers with financial security for a better retirement.We achieve this goal by providing a work environment where people from diverse...

  • Maintenance Specialist

    1 week ago

    Sydney, New South Wales, Australia Givaudan Full time

    Select how often (in days) to receive an alert: Join us and celebrate the beauty of the human experience. Contribute to creating happier, healthier lives with a passion for nature. Alongside our team, characterized by kindness and humility, we innovate in food, craft unique fragrances, and develop solutions for beauty and well-being that enhance how people...

  • Customer Banking Specialist

    1 week ago

    Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

    Customer Banking Specialist - OrangePlease note that rosters are predetermined. Before applying, please ensure you are available to cover the following rosterPart Time Roster (34 hours per week): Monday: 8.30am 4.00pm Tuesday: 8.30am 4.00pm Wednesday: 8.30am 4.00pm Thursday: 8.30am 4.00pm Friday: 8.30am 4.15pmAbility to travel to other branches...

  • Customer Banking Specialist

    1 week ago

    Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

    Customer Banking Specialist - CondobolinPlease note that rosters are predetermined. Before applying, please ensure you are available to cover the following rosterPart Time Roster hours per week): Monday: 9.00am 1.15pm Tuesday: 9.00am 1.15pm Wednesday: 9.00am 1.15pm Thursday: 9.00am 1.15pm Friday: 9.00am 1.15pmDo work that mattersAs the public face of...

  • Customer Banking Specialist

    1 week ago

    Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

    Customer Banking Specialist - TemoraPlease note that rosters are predetermined. Before applying, please ensure you are available to cover the following rosterPart Time Roster hours per week): Monday: 9.00am 1.15pm Tuesday: 9.00am 1.15pm Wednesday: 9.00am 1.15pm Thursday: 9.00am 1.15pm Friday: 9.00am 1.15pmAbility to travel to other branches including...

  • Customer Banking Specialist

    1 week ago

    Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

    Customer Banking Specialist - CabramattaPlease note that rosters are predetermined. Before applying, please ensure you are available to cover the following rosterPart Time Roster (30 hours per week): Monday: 9.00am 4.00pm Tuesday: 9.30am 4.00pm Wednesday: 9.30am 4.00pm Thursday: 9.30am 4.00pm Friday: 9.30am 4.45pmVietnamese, Mandarin or Khmer language...

  • Customer Banking Specialist

    1 week ago

    Sydney, New South Wales, Australia Commonwealth Bank of Australia Full time

    Customer Banking Specialist - TemoraPlease note that rosters are predetermined. Before applying, please ensure you are available to cover the following rosterPart Time Roster hours per week): Monday: 9.00am 4.00pm Tuesday: 9.00am 4.00pm Wednesday: 9.00am 4.00pm Thursday: 9.00am 4.00pm Friday: 9.00am 4.00pmAbility to travel to other branches including...

  • Events Specialist

    7 days ago

    Sydney, New South Wales, Australia Link Group Full time

    OverviewOrient Capital (OC) is a global player in the events space and investor relations industry and has built a formidable reputation in the space. The Events Specialist is responsible for managing a portfolio of client events in line with client and management expectations.In this role, you will be responsible for overseeing the delivery of client events...

  • Marketing Specialist, Retain

    1 week ago

    Sydney, New South Wales, Australia Rest Full time

    Company DescriptionSupporting millions of Aussies since 1988 with low fees and competitive long-term performance. Profits back to members, not shareholdersClosing date: 26th June 2024Please note Rest does not accept speculative resumes from recruitment agencies.Job Description About Us**Established in 1988, Rest is one of Australia's largest profit-to-member...

  • Remuneration & Benefits Specialist

    1 week ago

    Sydney, New South Wales, Australia Commonwealth Superannuation Corporation (CSC) Full time

    Posted: 28/02/2023Closing Date: 12/03/2023Job Type: Permanent - Full TimeLocation: SydneyJob Category: Banking and Financial ServicesAt CSC, we know that it takes all of us working together, united as one, to guide our customers towards their retirement dreams. We're proud to wear the government crest, and proud to serve those who serve our country.Every...

  • Specialist - Indirect Tax / Gst

    1 week ago

    Sydney, New South Wales, Australia Aveo Full time

    Do you love to build genuine connections, nurture belonging and enhance life? At Aveo, you can do just that and more.Join us and feel confident to embrace new challenges in our supportive culture. Bring your whole-self to work, grow as you learn new things and be rewarded through the joy of helping others. Together let's redefine retirement living for senior...

  • Robotics Product Specialist

    7 days ago

    Sydney, New South Wales, Australia Stryker Full time

    Why join Stryker?We are proud to be named one the World's Best Workplaces and a Best Workplace for Diversity by Fortune Magazine Learn more about our award-winning organization by visiting Our total rewards package offering includes bonuses, healthcare, insurance benefits, retirement programs, wellness programs, as well as service and performance awards –...