Retirement Technical Advice Manager

Sydney, NSW
Permanent
Full-time

9 days ago
Apply easily

Company Description

Be part of transforming the future of the life insurance
Accessible, experienced leadership that drives vision and innovation
A friendly, diverse environment that values collaboration
Flexible work options

Why join us?Your work at TAL will have a direct impact on the lives of over 5 million Australians, often during their most challenging times. Alongside our partners, you’ll contribute to meaningful work that makes a difference.We’re committed to being proactive and accountable, enhancing how we work and collaborate to get things done. Our values – respect, commitment, and resourcefulness – guide us as we deliver on our purpose, working with governments, industry colleagues, and partners to make a lasting impact.We also do what’s right by giving back. Through volunteering, championing equity, health, and sustainability, we actively support our community.Job DescriptionWe’re looking for a Technical Advice Manager to join TAL’s growing retirement team. This is a newly created role where you’ll help shape how retirement advice is delivered across the country, working closely with some of Australia’s largest super funds.You’ll be the go-to person for technical advice—making 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.You’ll bring your deep knowledge of retirement strategies—like account-based and lifetime pensions—and 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 InformationTAL is one of Australia’s leading life insurers, committed to inclusion, and supporting the career growth of our diverse workforce. We’re 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

. * 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

—we’re here to support you.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 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.#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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