Superannuation Consultant

2 weeks ago


Melbourne, Australia UniSuper Full time

**About US**

UniSuper is a place where brilliant thinkers and passionate people come together. As one of Australia’s largest super funds, the work you’ll do with us makes a meaningful difference today and tomorrow for our members, the planet and for you.

We're all here to help deliver greater retirement outcomes for our members. You will help us to achieve this by supporting a long-term member engagement program that will support higher retention rates and grow membership volumes and Funds Under Management.

**The opportunity**

The Superannuation Consultant team work nationally at university campuses as well as in any dedicated member space. This is a permanent full-time role. As a member facing role, this role will be based at Monash University (Clayton Campus) two days per week, and Deakin University (Burwood Campus) two days per week. It will also require a fortnightly trip to Geelong.

**We will count on you to**:

- Meet with existing and prospective members (in person 4 days per week and virtually once per week) and respond to a range of factual and general advice queries about UniSuper’s products and superannuation in general
- Identify members who require personal advice and refer through to the UniSuper Advice channels
- Present at in person and virtual member and employer seminars on topics with low technical content regarding UniSuper and superannuation generally
- Promote the benefits to members of UniSuper’s online capabilities such as our website and Member Online
- Further enhance our relationship based on Employer Partnership Manager Strategies - you will be an advocate on campus, close to our members and the University, for UniSuper
- While based on campus, it is important you maintain a strong connection with UniSuper staff and internal stakeholders
- Primarily work from our university campuses

To be successful in this role you will be a clear communicator with good verbal and written skills with the ability to comfortably interact with all levels of university staff. In addition, you will have:

- Strong knowledge of superannuation
- Experience dealing with defined benefit funds is desired but not essential
- Previous experience dealing with general superannuation enquiries perhaps in a previous advice capacity or relationship account manager position with a high level of autonomy/accountability
- A strong understanding of what “General Advice” is the importance of not providing personal advice and the ability to recognise the need to refer members on for further personal advice
- Experience in presenting to groups, although not essential, will be highly regarded
- Very approachable, personable and professional
- RG 146 compliant with the DFP or higher preferred

If you feel you have the experience and skills required for this role, please apply

**Think Great. Create Great.



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