REQUIREMENTS

Required skills and experience:

• Salesforce experience required
• Technical knowledge of Superannuation and or Financial Planning experience highly desirable
• Strong communication and presentation skills.
• Existing relationships within the broader advice market will be highly regarded.
• Ability to assist in the management of sales activity in collaboration with our BDM team
• Strong phone-based communication skills
• Ability to prospect for new client opportunities
• Ability to create relationships with gatekeepers within our client’s practices and across the industry
• Strong sales support including knowledge of relationship management tools such as salesforce
• A strong understanding of the retirement income market and the ability to deliver product information simply and concisely to prospective clients
• A team first approach is required
• Strong business acumen, critical thinking, and problem solving skills
• Relevant Bachelor degree is highly desired

Allianz Group is one of the most trusted insurance and asset management companies in the world. Caring for our employees, their ambitions, dreams and challenges, is what makes us a unique employer. Together we can build an environment where everyone feels empowered and has the confidence to explore, to grow and to shape a better future for our customers and the world around us.
We at Allianz believe in a diverse and inclusive workforce and are proud to be an equal opportunity employer. We encourage you to bring your whole self to work, no matter where you are from, what you look like, who you love or what you believe in.
We therefore welcome applications regardless of ethnicity or cultural background, age, gender, nationality, religion, disability or sexual orientation.
Join us. Let’s care for tomorrow.
Job Level:
Professional
Location:
Melbourne, VIC, AU, 3000
Area of Expertise:
Sales & Distribution
Unit:
Allianz Australia
Employing Entity:

ABOUT US - PURPOSE

Since 1890, the worldwide Allianz Group has been working hard to secure people’s lives. Our promise is to give confidence in tomorrow. Allianz offers a wide range of insurance, retirement and fund products to over 122 million customers in more than 70 countries with most markets served by local Allianz companies. Allianz Australia Life Insurance Limited (AA Life) is a wholly owned subsidiary of Allianz Group.
Allianz Australia Life Insurance Limited (AA Life) is fast becoming one of Australia’s leading Retirement Income solutions providers in the Australian Financial Services landscape. The business is focussed on building investment products that support the needs of Australians near or in retirement, as well as the manufacture and distribution of term life and associate products in Australia.
The business has a significant and growing local presence of over 60 colleagues. We are supported by a combination of global capabilities including our parent, Allianz Group (Munich, Germany), Allianz Life (Minneapolis, USA) and Allianz Australia. We operate two businesses, direct-to-customer Life Insurance under the Allianz brand and Retirement Income products & services under the specialist Allianz Retire+ brand, with these retirement solutions available predominantly through superannuation funds, wealth management investment platforms and financial advice firms.
Our heritage, long-standing stability and global reach ensures that our products provide financial security to Australians when it matters most.

OVERVIEW OF ROLE

Allianz Retire Plus is fast becoming one of Australia’s leading Retirement Income solutions providers.

Reporting to our state manager, this role is responsible for supporting all aspects of the sales and service activities of our state sales teams as we drive toward the achievement of our sales targets. Critical to the success of our sales efforts is the execution of high levels of quality sales activity and the BDA role will play an important role in creating meetings and other sales appointments for our business development team members. One of our key objectives is to build long-term partnerships with industry participants while growing our sales within the financial advice eco system including but not limited to:

• Dealer groups
• Financial Advisers
• Platforms
• Research providers
• Associated providers (administration platforms, financial planning software providers and other related industry participants)

This important role will work closely with other team members within the Sales and Distribution as well as the broader Allianz Retire Plus team (e.g. marketing and product) as we contribute to the ongoing success of the business at both state and national level.

ROLE SPECIFIC

Reporting to and supporting the State Manager and BDMS’s, the BDA will work to deliver on the key aspects of our state bases sales plan which will encompass.

• Input to the creation and implementation of the state-based sales plan
• Represent Allianz Retire + at all relevant industry and client forums.
• Work collaboratively with the broader sales team sharing ideas and wins
• Drive activity at the state level
• Provide direction and support to other BDM’s and BDA’s as we work toward achieving sales targets
• Maintaining in-depth knowledge of Allianz Retire+ products, platforms, themes, initiatives, markets, and strategies, are important ingredients of our overall success.
• Supporting the long sales lifecycle will require a high degree of persistence.
• Knowing where to focus and add value, managing expectations of all stakeholders.

The following accountabilities are mandatory to this role and predefined to meet our People (Leadership, Diversity & Inclusion, Work Health and Safety), Customer and Risk & Compliance requirements.