Retirement Technical Advice Manager
Retirement Technical Advice Manager
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Job Description
Were looking for a Technical Advice Manager to join TALs growing retirement team. This is a newly created role where youll help shape how retirement advice is delivered across the country working closely with some of Australias largest super funds.
Youll be the go-to person for technical advicemaking sure advisers (whether intrafund aligned or external) have everything they need to confidently recommend our retirement income solution. That means building tools templates and training that make complex strategies simple and practical.
Youll bring your deep knowledge of retirement strategieslike account-based and lifetime pensionsand help advisers understand how these work. Your work will directly support better outcomes for members at every stage of retirement.
In this role you will:
- Collaborate with superannuation fund partners to ensure their adviser networks are equipped to confidently recommend a new market-leading retirement income solution.
- Provide expert training to sales teams advisers and support staff on retirement products and the strategies they enable ensuring consistent and compliant advice delivery.
- Create high-quality materials that raise awareness of retirement income options and guide advisers on how to incorporate them into member strategies.
- Produce insightful content including articles and presentations that position TAL as a leader in retirement strategy and advice innovation.
- Contribute to the ongoing evolution of the retirement proposition by collaborating with product legal tech and distribution teams to refine features and experiences.
Qualifications :
- Strong experience in retirement advice or a related advice role
- Solid understanding of financial services legislation and advice regulations
- Strong technical knowledge of retirement strategies and solutions
- Great stakeholder management and relationship-building skills
- Clear communicator and confident presenter
- Relevant qualifications in law accountancy financial planning or similar
- RG146 compliant
Additional Information :
TAL is one of Australias leading life insurers committed to inclusion and supporting the career growth of our diverse workforce. Were proud to be:
- An Inclusive Employer Recognised as Employer of Choice for Gender Equality by the Workplace Gender Equality Agency and Bronze Tier Status within the Australian Workplace Equality Index
- Diversity Champions Member of Diversity Council Australia Australian Disability Network Pride in Diversity and Champions of Change
- Reconciliation Advocates Read our Innovate Reconciliation Action Plan.
- We welcome applications from people with diverse experiences perspectives and backgrounds including Aboriginal and Torres Strait Islander people caregivers individuals living with disabilities people from culturally diverse backgrounds and the LGBTIQ community.
- Need adjustments during the recruitment process Let our team know by getting in touch with us here to support you.
Yourealwaysaccountable for your actions. You never give up. You strive to find the best outcomes for customers and valueworking together to find the best solutions for problems.
As part of the recruitment process there are several checks which may be conducted to demonstrate your eligibility for a role at TAL including Criminal History Bankruptcy Entitlement to Work Regulatory and Reference Checks.
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Everyone at TAL has a responsibility to do the right thing and is accountable for the way they conduct themselves. Our expectations are that you follow the principles set out in our Code of Conduct when you come to work every day. Risk management is everyones responsibility.
If you are already a TAL employee please apply via the SmartRecruiters button in Workday and navigate to the Employee Portal. This is important to ensure that your application is recorded accurately.
Remote Work :
No
Employment Type :
Full-time
Employment Type
Full-time
