Member Engagement - Team Leader

Summary about this job

Detail information about job Member Engagement - Team Leader. Terms and conditions vacancy

• Fantastic opportunity to join a leading industry fund
• Melbourne CBD location
• Competitive employee value proposition

Our client is an award-winning, not-for-profit superannuation fund, who are proud of helping their members build a financially secure future.
  
The Member Engagement Team provide high quality general and limited advice to its members and their families. The team is all about making a difference and providing a professional, personal service to their members. They are a close-knit team of highly engaged individuals, who share knowledge and support each other to contribute to the ongoing success of the team and the business.
  
Your role as the Team Leader – Member Engagement is to lead a team of Superannuation Advisers and Member Education Managers in providing members both general and personal (limited) advice.  The primary role of your team is to help lead members to financial wellness, providing guidance and (limited) personal advice primarily through one on one engagement. 
  
Reporting into the General Manager – Member Engagement, you will work closely with the extended team to deliver upon a full scope of advice which includes all aspects of super, retirement income streams and age pension.
  
You would describe yourself as a leader, team player, positive and solution focused.  You take responsibility for your own development including seeking feedback from your team as to how you can enhance your performance. 
  
Ideally, you have a strong understanding of the financial planning process and relevant regulatory requirements.  You will also have experience in a leadership or a ‘champion’ role as well as experience working in the financial services/superannuation industry. 
  
Furthermore, to be considered for this role you will have:

• An undergraduate degree in Business/Economics/Commerce (with RG146 Financial Planning qualifications) a CFP or completed your Advanced Diploma Financial Planning;
• Experience managing team and individual performance in accordance with set financial and non-financial targets;
• Experience implementing a plan to engage members encouraging them to start the conversation on financial planning and education;
• The interpersonal and relationship management skills to liaise with internal and external stakeholders as well as support the Funds ability to increase market share through business development opportunities AND
• Broader technical, professional and personal skills needed to perform the role including strong communication and presentation skills, solid technical knowledge of the superannuation landscape and ability to build upon individual and team success through strong working relationships

This is an outstanding opportunity to join a progressive industry super fund in a role that allows you to make a difference to members and their quality of life after work.  If you are interested in learning more about this position, please contact Chris Goulas at Kaizen Recruitment on 0403 128 127 or apply via the attached email link.