AddressAbout the opportunity
This role is the perfect launching pad to build a long-term career with Futurity. The primary responsibility is to provide a ‘best in industry’ experience when dealing with financial advisers and investors (internal and external). This is a role that reflects our transformation where no two days are the same. The ability to multitask and communicate the benefits of the Futurity Education Bond to Financial Advisers are key attributes which will ensure your career success.
Your days will involve:
- Delivering a consistent and responsive experience throughout the financial adviser life cycle.
- Contribute to the national distribution team by providing timely and accurate sales and service support to establish, maintain and build relationships.
- Assist the Business Development Managers with business development and relationship management.
- Engage Financial Advisers by both inbound and outbound telephone work.
- Monitoring Adviser care call queues and Adviser care inbox.
- Maintain accurate and timely records through the CRM to fulfill all Financial Adviser and investor needs.
- Supporting day-to-day operations to both Financial Advisers and Customers.
- Optimising operational processes and procedures for maximum efficiency while maintaining quality standards.
- Assisting with the implementation of new processes and procedures.
- Identifying ways to improve Financial Adviser and investor experience.
- Maintaining policy and procedures documents
- Tracking and reporting on operational performance
What you will bring to the position:
- 3+ years of experience within the financial services industry across Wealth/Investments/Insurance, supporting Financial Advisers will be highly regarded.
- Self-starter with strong time management and organisation skills, and the ability to work to deadlines.
- A desire to grow a career in financial services.
- An understanding of technical financial products to be able interpret the PDS and be a source of knowledge on the product.
- Strong sales skills to effectively communicate the value proposition of Futurity and its products ultimately driving growth.
- A client-centric approach
- Optimising operational processes and procedures for maximum efficiency while maintaining quality standards.
- Assisting with the implementation of new processes and procedures.
- Strong problem-solving and time management skills.
- Detail-oriented.
- Excellent communication skills, both verbal and written.
- Proficiency in Microsoft Office Suite - CRM / Computer skills.
About Futurity
Futurity is a mutually structured financial institution and one of Australia’s leading issuers of tax-effective, life-event Education Bonds distributed through both Financial Advisers and Direct Investors. We are passionate about ensuring our members and their families attain financial self-sufficiency that meets their lifelong education objectives. We have total assets under management of ~$1 billion.
This is an exciting time to join Futurity with a distribution strategy focussed on Financial Advisers.
Our brand is proactive, with a Financial Adviser and client first focus as we grow.
What we have to offer:
Futurity Investments Group is committed to evolving our workplace culture, employee benefits and engagement. We value flexibility and encourage our team members to work in ways that meet their work/life commitments and support their wellbeing.
Fundamental to our success is our strong and positive culture through a people focussed approach. We recognise that diversity and inclusion are essential and help to build teamwork and success and are committed to attracting and retaining talent from all backgrounds. We do not discriminate based on race, ethnicity, religion, gender, age, disability, or other characteristics.
Some of our perks include:
- Hybrid working model
- Paid Parental Leave policy
- Study Program Assistance
- 1 Paid Cultural Leave Day (birthday/religious celebration etc)
- 1 Futurity Leave Day
- 1 Volunteer Leave Day
- Melbourne CBD location close to public transport and cafes
- Access to our Employee Wellbeing assistance program
