CLIENT RELATIONSHIP MANAGER – FAR NORTH COAST NSW/NORTHWEST NSW

We are on the look-out for a rock star who enjoys networking face to face and/or virtually to connect with our employer and member base to drive the growth which includes member assets under management and to pursue new business opportunities. 

This exciting position requires you to be passionate about providing a memorable and consistent experience for our members. You will need to have boundless energy, an ability to juggle many balls in the air whilst keeping your eye on the prize.  

This role will suit someone who currently lives in or would be willing to re-locate to the region that you’ll be providing your excellent services to, primarily from Coffs Harbour to the QLD Border in the east and west of Tamworth to Moree and Bourke and to Dubbo.

 If you want to be part of something special and play a part in our Active story – get in touch, and get ready to be Active!

Key responsibilities include but not limited to: 

  • Contribute to the positive growth of the Active’s membership base;
  • Proactively manage employer relationships to drive advocacy for Active super and market leading employer satisfaction scores;
  • Deliver a co-ordinated visitation program for worksite visits that includes seminars, workshops, education delivery and one on one general advice conversations; 
  • Develop & maintain relationships with key stakeholders across employers, associations, unions and internal Active business units; and
  • Provide qualified advice referrals to Active Financial Planners.

For consideration of this role, you must possess:

  • Minimum of 5 years’ experience in a superannuation/ financial service industry in a similar role;
  • RG146 qualifications with Diploma of Financial Planning or equivalent;
  • Excellent communication skills both written and verbal including the ability to conduct professional presentations;
  • Ability to work autonomously or in a small team environment; and
  • Strong analytical and problem-solving skills.

Desirable:

  • Bachelor’s degree in business related discipline
  • Sound knowledge of superannuation (products, services including defined benefits)
  • Prior holding of Authorised Representative status (or equivalent) with an Australian Financial Services Licensee (AFSL)

Interested:

We are too! Send your resume to careers@activesuper.com.au by Friday, 5 April 2024.