Create Financial Futures Strategist

5 days ago

Sydney, New South Wales, Australia beBeeRetirement Full time $160,000 - $220,000
Retirement Planning Specialist Role

We're seeking a seasoned Retirement Planning Specialist to join our team. In this critical role, you'll play a pivotal part in helping individuals create their financial futures while advancing your own career.

Our legacy spans over 170 years, with a genuine impact on the prosperity of our nation and its people. As a key member of our Sales team, you'll be instrumental in positioning us as the leading retirement solution platform.

This is a unique opportunity for a motivated individual to make a lasting impression and drive growth. If you're passionate about helping others secure their financial well-being while propelling your own success, we invite you to explore this exceptional opportunity.

Key Responsibilities:
  • Execute sales initiatives within the pre-retiree/retiree demographic to maximise new business opportunities and customer retention.
  • Collaborate with Business Development Managers to support their pipeline of new business opportunities and achieve targets within 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.
  • Provide thought leadership and adopt an insight-led approach to position our solutions and assist advisers in achieving their business objectives, particularly in the area of Retirement.
Day-to-Day Responsibilities:
  • Develop and deliver retirement planning content to support the wider sales team in achieving their financial goals.
  • Present at PD days and industry events.
  • Establish strong adviser relationships and gain a deep understanding of their business objectives to support their planning outcomes for retirement.
  • Maintain technical knowledge on Superannuation in general and Retirement outcomes specifically.

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