Description

About the Position Financial Planner Staff - Brisbane The purpose of the Staff Financial Planner is to provide advice solutions including superannuation, investment, and personal insurance needs of Suncorp Staff. Work with Suncorp Store staff, lenders and leaders to service and retain customers with financial advice needs. Key Responsibilities Educate and coach Store staff and lenders to help generate referrals Demonstrate and model compliance, product knowledge and sales and service processes. Provide exceptional customer service using the Connect Customer framework Provide advice to the most appropriate needs of customers whilst complying with ASIC and Suncorp Financial Services (SFS) guidelines. Adhere to compliance requirements, corporate policies and processes relating to effective, administration and banking products and processes. Achieve and maintain proper authority granted by SFS. Develop and agree with Leader on a Personal Development Plan and implement throughout the financial year. Develop and maintain relationships with Practice Manager National Manager, Suncorp Advice Suncorp Store lenders and banking consultants, Build and maintain relationships with existing customer base, front line staff, other specialists and business units to maximise customer retention, superannuation, investment, risk and banking opportunities. Skills & Experience Qualifications ADFS 1 8 Tertiary qualification in a related discipline Experience Minimum 2 years current financial planning experience Preference will be given to those with financial advice experience Proven background in a customer service or contact centre role Key Capabilities Communication skills Written and Oral high level of ability to convey and explain information, succinctly coherently and confidently. Presentation Skills ability to present training material to branches and deliver information to clients in an open forum. Proven self-management establishing a process to complete goals (either personal or for others) and allocating appropriate resources to achieve such goals. Benefits Discounted home Loan and Personal Loan rates Employer of choice for gender equality About Suncorp Our Marketplace of products, services and experiences is designed to make it easier for our customers to meet their financial needs. It brings together our strong portfolio of banking & wealth and insurance solutions from across our many brands including Suncorp, AAMI, GIO, Apia and Shannons, as well as those from our partners. Culture At Suncorp we believe we are our best when our workforce is as diverse, talented and passionate as the communities in which we live and operate, and where our people feel included, valued and connected.? We are passionate about inspiring our people by creating an inclusive culture, offering flexible work, career development and internal mobility, and building connected relationships amongst our team members and with our customers. If this sounds like you, apply on Seek now! For further information please contact denise.[Click Apply].au Advertised 03 Aug 2018 AUS Eastern Standard Time Applications close 10 Aug 2018 AUS Eastern Standard Time Other information Company Suncorp Group no - Principals only. Recruiters, please don t contact this job advertiser. no - Please, no phone calls about this job! no - Reposting this message elsewhere is NOT OK.

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Financial Planner Staff - Brisbane

By Bobby 0 0 90
2 years ago
Brisbane Brisbane, Queensland, Australia

Bobby

Last seen:  2 years ago