Responsible for the delivery of Education to members in client workplaces and direct to members.

Helping make our members’ world better by engaging and supporting them firsthand.

Responsible for maintaining and establishing new community and commercial relationships for the benefit of our local community.

Source new sales from Financial AdvisersPresent to Decision Makers Member engagement to assist them with taking ownership of their superannuationMemorable superannuation experience and deliver on the promiseAchievements:Consistent performer and proud to have held the role for 21 years and have been ranked No.1 BDM nationally for 8 of the years.Developed and built adviser capability through workshops, improving skills, knowledge and confidence which resulted… Show more Source new sales from Financial AdvisersPresent to Decision Makers Member engagement to assist them with taking ownership of their superannuationMemorable superannuation experience and deliver on the promiseAchievements:Consistent performer and proud to have held the role for 21 years and have been ranked No.1 BDM nationally for 8 of the years.Developed and built adviser capability through workshops, improving skills, knowledge and confidence which resulted in new corporate clients and repeat business.Coached and mentored team members who have become Account ManagersDeveloped strong relationships with Licencees and internal business partners which resulted in increased client base and private advice which generated new revenuesPartnered with over 600 employers from a diverse range of industries, improving the super offer to team members in regards to benefit design and service.Developed and built adviser capability through workshops, improving skills, knowledge and confidence resulting in new corporate clients and repeat business. Simplified and streamlined “Category Overviews” from 11 to 6 pages that improved member understanding of the benefits of the plan.Mentored colleagues in systems to allow them to be more efficient and effective eg. SalesForce & ChantWest.Recognised 2019 for “Executing Brilliantly” for project managing a transition of a national client with 54 locations, increasing fund size by 60%, delivered a 227% increase in beneficiary nominations, a 226% increase in online registration and a 576% increase in use of MyAMP App.Created a framework for Inhouse Account Managers and mentored the Managers through the process.Created an onboarding checklist for new Development Managers as part of orientations. Qualified for 2 Off-shore Conventions for high performance.Hosted and designed in collaboration an Employer Help series webinarProvide Feedback to Leadership Team on the value of a podcast series Show less

To achieve business targets as agreed with management.Retention and sales of AMP business by promoting AMP products, key marketing strategies, legislative changes to advisers via product launches, workshops, seminars, Professional Development Days and one on one sessions.To help the various distribution channels achieve business targets by building effective relationships with advisers to develop their businessContribute to the development of a high performing team through effective… Show more To achieve business targets as agreed with management.Retention and sales of AMP business by promoting AMP products, key marketing strategies, legislative changes to advisers via product launches, workshops, seminars, Professional Development Days and one on one sessions.To help the various distribution channels achieve business targets by building effective relationships with advisers to develop their businessContribute to the development of a high performing team through effective communication, appropriate feedback and promote a sense of team spirit Show less

Provide specialised support to advisers by assisting with joint field work, ie. client interviews and one on one sessions with advisers.Conduct educational/skills development training programs/workshops with select advisers in conjunction with Agency Development ManagersBuild effective working relationships with Zone based managers Deliver technical presentations at customer seminars, professional development days, external meetings with accountants and other professional bodies.

Contribute to the formulation of the Regional Business PlanMonitor business plans of my coaching team and their progress towards objectives.Joint fieldwork support to advisersManage technical assistant and assist in development of their knowledge and skillsdeliver technical trainingMaintain technical competence and implement personal development plan

Creation of Financial PlansAdvice to staff on wealth creation & protectionWorking with advisers to acquire micro to small employer super Business Insurance including keyperson and buy sellProvide specialised support to advisers by assisting with joint field work, ie. client interviews and one on one sessions with advisers