Engagement & Coaching Consultant

3 weeks ago

Sydney, New South Wales, Australia IOOF Holdings Full time

Date:09-Mar-2023
Location:Sydney, NSW, AU, 2000

  • Melbourne, VIC, AU, 3000
  • Brisbane, QLD, AU, 4000
  • Hobart, TAS, AU, 7000
    Employment Type:Permanent Full Time
    'Work where it works' for you and your clients:

  • Be part of a team where everyone belongs, and individuality is celebrated:
-
National Location
Hybrid Working
The Role

  • In this role you will engage our members, proactively find ways to add value and assist them on their financial wellbeing journey. It is a phone based role in a supportive team environment.

Key Responsibilities:

  • Actively participate in outbound campaigns by educating and informing clients about their options
  • Identify member advice needs and refer onto other teams as needed
  • Look for opportunities to improve the way we work using datadriven learnings
  • Deliver a highquality member experience when providing Factual Information and General Advice to existing and new members
  • Provide financial education to members e.g. Investment concepts, Super contribution strategies, Insurance inside and outside superannuation, retirement planning options including superannuation, pension and transition to retirement strategies
  • Maintain advice related technical, ethics & compliance knowledge and meet all regulated education & professional standards requirements
  • Guide and mentor peers within the team to develop and perform at a high level

To Be Successful in This Role You Will Possess:

  • Experience within financial services and an understanding of financial advice concepts, process and strategy
  • Excellent verbal communication skills (demonstrated track record in relationship building and rapport building with clients over phone)
  • Advocate of the advice process
  • Detailed Knowledge of Risk & Compliance
  • Sound knowledge of Financial Planning and Technical Skills
  • RG146 Qualified
  • ADFP highly regarded
  • Meet CPD Requirements
  • Degree in Financial Planning, Business, Commerce or similar discipline is essential

Benefits

  • In return, we offer development opportunities at an ASX top 200 company
  • A professional, supportive, and friendly culture
  • A range of corporate and lifestyle benefits

The Business

  • Insignia Financial is one of Australia's leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services.
We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:
IFL).
To Apply

  • Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment._
  • Please be aware that Insignia Financial is currently undergoing an Organisational Design process, which may impact future organisational structure._
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