Technical Advice Manager - Retirement

TAL

Sydney, NSW
Permanent
Full-time

1 month ago

Company DescriptionWelcome to This Australian Life.From the millions of Australians we protect, to those that make it happen every day at TAL, people really are what we're all about. We want to grow with you. Achieve with you. And support you to do your best work. That's why we're focused on developing leadership, promoting diversity, rewarding excellence, and retaining great talent.We're always looking for people who want to go further with us. People who do what's right, aim high, and work smart. Why not see where we can go?Job DescriptionWe have an exciting opportunity available for an experienced Technical Advice Manager to join TAL's Group Life and Retirement business unit as we partner with a key industry fund partner to design, implement, manage, and grow a market leading retirement solution striving to give more financial confidence to fund members.Reporting to the Head of Retirement and Product, you will ensure intra-fund, aligned and external advisers understand the proposition and have the tools, templates, and guides to recommend the proposition to retirees.This is a permanent role, working from our Sydney or Melbourne office.In this role you will:

Work with our industry fund partner to support their advice networks in recommending their new market leading retirement income solution.
Support the development of tools, guides, and SOA templates to support the advice process.
Provide technical training to sales, advisers and their teams on the new product and retirement strategies the product enables for members.
Develop training content to support the awareness of retirement income options and how to construct these as a part of member retirement strategies.
Contribute to continued development of the proposition features and supporting experiences.
Build meaningful and trusted relationships with our fund partner and key internal stakeholders.
Manage specific retirement related technical advice queries from key stakeholders.

Qualifications

Minimum 5 years' experience working in retirement advice or an aligned advice function
Tertiary qualification in law, accountancy, financial planning, or a related discipline
RG146 compliant
Strong knowledge of legislation and regulations governing the operation of the financial services industry, including the delivery of advice
Excellent understanding of detailed technical concepts and strategies relating to retirement solutions
Strong stakeholder management skills
Strong verbal and written communication skills

You're always accountable for your actions. You never give up. You strive to find the best outcomes for customers and partners. And you value working together to find the best solutions for problems.As part of the recruitment process, there are a number of 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.Additional InformationAt TAL we value diversity in all its forms and are committed to fostering an inclusive and equitable culture for all our people. We encourage Aboriginal and Torres Strait Islander people, individuals from all backgrounds, including those with caring responsibilities, people living with disability, and individuals from the CALD and LGBTQI+ communities to apply. Even if you don't check every box in the criteria above, we encourage you to apply today or get in touch with usTo provide you with the best experience, we can accommodate you at any stage of the recruitment process. Simply inform our Recruitment team at any time.TAL is recognised by the Workplace Gender Equality Agency as an Employer of Choice. We are proud to be a member of Diversity Council Australia and the Australian Network on Disability. For information on our reconciliation journey, take a look at ourWe acknowledge the Traditional Custodians of the Land in which our Head Office is based, the land of the Gadigal people of the Eora Nation, and recognise their deep connections to the land, sea, and culture.
We extend this acknowledgment to the many Traditional Lands that we operate across and pay our respects to Elders past, present, and emerging.#LI-HybridEveryone 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 everyone's 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.

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