Retirement Specialist

2 days ago

Sydney, Australia AMP Limited Full time

**The opportunity**
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. - IE 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.

**How you will make an impact**
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

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.
- Develop new business leads and progress opportunities from existing and new adviser relationships
- Align sales activities to the agreed focus areas for AMP Wealth Management
- 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.

**What you will bring to the role**
- 5 years’ experience in financial service industry (or related industry)
- Previous sales role in Financial Services highly desirable
- Ability to judge market opportunities and AMP’s competitiveness in those sectors
- Evidence of adaptation to a rapidly changing environment
- A strong understanding of the Financial Planning market including compliance

**Experience required**
- RG146 (previously PS146) compliant
- Diploma of Financial Planning (or equivalent tertiary qualification) is highly desirable
- Working knowledge of Ultimass II System (U2), Salesforce.
- Working knowledge of the corporate superannuation industry, legislation and impacts to members.
- Demonstrated ability to work towards and achieve defined targets and KPIs.
- Excellent written and oral communication skills.
- Able to work on multiple projects at one time, balancing priorities and deadlines.
- Experienced use of key Microsoft Office products (Word, Excel and Powerpoint).
- Self manages to a high standard, delivers to deadlines and works well under time pressures.

**Is this your dream job?**

**Working for AMP**
We are transforming our business. We are looking for people with courage, accountability and integrity who inspire the same in others. If you are comfortable challenging the status-quo and perform at your best in an evolving and complex environment - we need you.

**The investor in all of us - AMP**

**Wellbeing & Benefits**
We invest in the health, wellbeing and development of our people by offering a range of great benefits to support you be your best, professionally and personally:

- We-Flex: Choose how, when and where you work.
- CHAMP Program: Access for you and your family to 24/7 wellbeing and counselling support.
- Well-being programs and activities: Annual health checks, flu vaccinations, information sessions.
- Volunteering: opportunities through our AMP Foundation.
- Financial Well-Being: competitive home loans, leading superannuation contribution, discounted financial advice and personal insurance.

**Inclusion & Diversity**
The diversity of our people is core to our ability to innovate, grow and achieve great outcomes for our people, customers, shareholders and the community. If you have a natural curiosity, an appreciation for diff

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