Member Adviser

Summary about this job

Detail information about job Member Adviser. Terms and conditions vacancy

Are you a dynamic, collaborative and engaging financial services professional looking for your next opportunity? Would you like a role that will empower and inspire you?  Are you seeking challenge, mentoring, continuous learning and career progression?  We want you!

Statewide Super is the largest and leading South Australian & Northern Territory not-for-profit Industry Superannuation Fund providing expert superannuation advice to over 140,000 members.  With a focus on creating significant growth, we are looking for an experienced Member Adviser to join our Darwin office and assist us with building member engagement and advice services across the Northern Territory, as well as grow our member footprint.

Reporting to our Business Development Manager – NT, you will be responsible for:

• Collaborating with the Business Development Manager – Northern Territory to meet the advice needs of members across a range of employers.
• Scheduling and conducting workplace member appointments with the expectation to provide general and/or quality scaled (intra-fund) advice.
• Achieving set objectives relating to the number of outbound calls, appointments, servicing standards and lead generation for Financial Planning appointments.
• Ensuring the provision of services are consistent with values of appropriate, needs based cross-selling, up-selling and member retention, to improve member usage of Statewide Super products and services.
• Ensuring compliance against quality advice outcomes and practices working within all Regulatory and Licensee requirements, business rules, policies and administrative requirements.

To be considered for this role you will need:

• an Advanced Diploma in Financial Planning;
• a Degree in a relevant field or equivalent experience;
• a minimum of 2 years’ experience within the superannuation or financial sectors;
• professional communication skills, including being confident communicating with people from “all walks of life” and providing advice to members face-to-face and via phone; and
• sound product and industry knowledge coupled with the ability to deal with members at all levels.

You will also be:

• an exceptional communicator with natural charisma;
• resourceful and innovative with excellent problem solving skills;
• a self-starter, capable of working autonomously, as well as a great team player;
• experienced in business development and passionate about growing new business;
• organised, with a capacity to follow through;
• capable of fostering strong relationships and inspiring confidence and trust in others;
• keen to develop your professional expertise and commercial acumen.

If you work with us, you will be working with a group of people who are passionate about growing the financial futures of our community. We value collaboration, integrity, respectful relationships, and most of all, our members. If you would like to work for an innovative organisation that values and rewards staff involvement and contribution to the business, supports professional development and offers great conditions please forward a cover letter and curriculum vitae to: [email protected].

Statewide Super is an equal opportunity employer, committed to encouraging flexibility, valuing difference and embracing diversity. We pride ourselves on representing the diverse and multicultural communities of our membership and are dedicated to increasing opportunities for Aboriginal and Torres Strait Islander Australians. To learn more, please read our Reconciliation Action Plan (https://www.statewide.com.au/about-us/reconciliation-action-plan/).

Please note: It is a condition of employment for this role that a National Police Clearance be obtained. Only successful candidates will be contacted due to the volume of applications received. No Agencies please.