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| POSITION DESCRIPTION | LIFE INSURANCE & SUPERANNUATION INDUSTRIES SEPTEMBER 2008 |
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Senior Technical Specialist |
| Position Code: | 1226 | | Career Level: | 4 |
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Responsible for
Providing first class Technical advice and support to the organisation's distribution channels and other key internal stakeholders. |
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Reports To
Manager, Technical & Professional Services. |
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Supervises
No supervisory responsibilities, may provide mentorship to the Technical Consultants. |
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Main Activities
Providing specialist technical advice, information and support to Financial Planners on a range of technical issues, is the technical guru within a specific area, including: taxation, superannuation, social security, estate planning, financial planning, life and business insurance.
Monitoring legislative and industry changes to identify opportunities for key stakeholders across distribution and product manufacturing.
Developing and delivering Technical presentations to Financial Planners.
Developing and delivering Technical/marketing material to support key stakeholder initiatives, including reviewing written marketing material for Technical sign off.
Contributing to the Technical development of team members.
Promoting the organisation as the leading provider of Technical advice and support in the industry.
Providing Technical expertise to Senior Management regarding product viability.
Maintaining ongoing knowledge of the market, industry and specific area of expertise, by attending industry seminars and ongoing education.
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Key Skills
Specialist technical knowledge in field of expertise. Very strong Technical knowledge covering the principal areas of taxation, superannuation, social security, life insurance, estate planning and financial planning issues generally, together with sound knowledge of the financial planning industry.
Excellent presentation, written and verbal communication skills.
Ability to work under pressure and to tight time frames.
Ability to work as part of a team.
A self starter with a pro-active approach.
Customer focused internal and external.
Strong computer skills including PowerPoint and Excel.
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Internal Contacts
Sales & Marketing, Financial Planners, Senior Management. |
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External Contacts
Clients, Industry Bodies. |
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Typical Experience
At least 6 - 8 years experience in the industry together with tertiary qualification in Law/Commerce/Business Studies. Financial planning qualification or other relevant specialisation is essential. |
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Other Comments
May work in a centralised/technical function or alternatively may work in a particular dealer group. |
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