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Superannuation Advice Leadership Role

3 weeks ago


Brisbane, Queensland, Australia Australian Retirement Trust Full time
Role Overview

The Australian Retirement Trust is seeking a dedicated leader to join our Advice, Guidance and Education Delivery team as a Team Leader, Member Guidance. This role involves leading a dynamic team that proactively engages with our members, providing general advice and education, managing advice bookings, and supporting members at key touchpoints in their retirement journey.

Key Responsibilities:

  • Lead and manage a team of customer service professionals, developing their skills and knowledge to deliver exceptional member experiences.
  • Design and implement strategies to drive proactive engagement through outbound contact and targeted campaigns, enhancing member experience and outcomes.
  • Act as a point of escalation for day-to-day team responsibilities, ensuring seamless delivery of services and resolving complex issues promptly.
  • Promote continuous improvement initiatives to enhance team performance, customer experience, and overall business objectives.

About You

To succeed in this role, you'll need strong leadership, communication, and coaching skills, along with a solid understanding of superannuation principles and relevant legislation. You should be passionate about delivering exceptional customer service, inspiring your team to excel, and driving continuous improvement in both team performance and customer experience.

  • You have proven leadership, people management, and coaching experience, with a focus on customer service and team development.
  • You possess a deep understanding of superannuation, including relevant legislation and regulations.
  • You're a collaborative team player with excellent verbal and written communication skills, able to inspire others to achieve outstanding results.
  • You're committed to driving continuous improvement, seeking opportunities to enhance team performance, customer experience, and business outcomes.