Stephen Owen

Stephen Owen Email and Phone Number

Leadership | Customer Experience | Relationship Management | Financial Wellness @ National Service Financial
Stephen Owen's Location
Greater Sydney Area, Australia
Stephen Owen's Contact Details

Stephen Owen personal email

n/a
About Stephen Owen

I am an executive senior leader with over 20 years financial services experience who has held senior positions across business functions including relationship/account management, advice, national sales teams and large customer service operations. In my most recent role I have led bi-annual research into Financial Wellness and the impacts of money worries for working Australians. As an executive member of AMP's Reconciliation Action Plan (RAP) committee I have also led the Improving Financial Wellness for Indigenous Australian's stream. I am passionate about creating, leading, coaching and mentoring high performing teams to deliver superior customer and business outcomes and helping team members achieve personal and career success. I uniquely bring together an exceptional blend of experienced people leadership and development, deep customer service experience and trusted relationship management skills with some of Australia’s largest corporations.I look forward to connecting.

Stephen Owen's Current Company Details
National Service Financial

National Service Financial

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Leadership | Customer Experience | Relationship Management | Financial Wellness
Stephen Owen Work Experience Details
  • National Service Financial
    Certified Financial Planner
    National Service Financial Jan 2024 - Present
    Australia
    Assisting clients meet their financial and personal goals
  • Amp
    General Manager, Member Engagement
    Amp Jan 2018 - Jul 2023
    Sydney, Australia
    Leading the national Member Engagement team, who are responsible for the development and execution of AMP’s superannuation member education and engagement activity with our corporate employers and retail members.I am also custodian of AMP's Financial Wellness research that measures the levels and triggers of financial stress that exists amongst Australian employees and the impact on lost productivity and employee wellbeing.
  • Amp
    Head Of Sales & Retention, Amp Assist
    Amp Jun 2013 - Jan 2018
    Sydney, Australia
    Led contact centre business of ~150 FTE responsible for inbound, outbound customer engagement, including an outsourced partner, covering sales, campaigns, webchat, retention and personal advice.
  • Amp
    Head Of Wealth Protection & Bank Sales
    Amp Nov 2011 - Jun 2013
    Sydney, Australia
    Led the Wealth Protection and Bank national development team responsible for building product, activity and sales capability with aligned and external financial advisers.
  • Amp Financial Services
    Head Of Business Development - Nsw Aligned Bdms
    Amp Financial Services Jul 2009 - Nov 2011
    Led the NSW state sales and support team responsible for product distribution across super, wrap, managed investment, insurance and banking.
  • Amp Financial Services
    Business Partnership Manager
    Amp Financial Services May 2005 - Jul 2009
    Sydney, New South Wales, Australia
    Responsible for the adviser and practice relationship with AMPFP
  • Count Financial
    Business Development Manager
    Count Financial Jan 2003 - Apr 2005
  • Zurich Financial Services Australia
    Customer Service Representative
    Zurich Financial Services Australia Jan 2001 - Dec 2002
    Sydney, Australia

Stephen Owen Skills

Wealth Management Business Development Superannuation Financial Services Relationship Management Financial Advisory Wealth Stakeholder Management Investments Strategic Financial Planning Income Protection Retirement Planning Pensions Sales Management New Business Development Investment Strategies Portfolio Management Asset Management

Stephen Owen Education Details

Frequently Asked Questions about Stephen Owen

What company does Stephen Owen work for?

Stephen Owen works for National Service Financial

What is Stephen Owen's role at the current company?

Stephen Owen's current role is Leadership | Customer Experience | Relationship Management | Financial Wellness.

What is Stephen Owen's email address?

Stephen Owen's email address is st****@****.com.au

What schools did Stephen Owen attend?

Stephen Owen attended Financial Planning Association, Kaplan Australia, University Of Newcastle.

What skills is Stephen Owen known for?

Stephen Owen has skills like Wealth Management, Business Development, Superannuation, Financial Services, Relationship Management, Financial Advisory, Wealth, Stakeholder Management, Investments, Strategic Financial Planning, Income Protection, Retirement Planning.

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