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| POSITION DESCRIPTION | LIFE INSURANCE & SUPERANNUATION INDUSTRIES SEPTEMBER 2008 |
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Technical Consultant |
| Position Code: | 1227 | | Career Level: | 3 |
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Responsible for
Providing leading edge Technical information, as part of an inbound telephone centre, to support Financial Planners. |
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Reports To
Team Leader, Manager, Technical & Professional Services. |
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Supervises
No supervisory responsibilities. |
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Main Activities
Fielding day-to-day adhoc queries from Financial Planners through the provision of technical advice, information and support (via telephone, fax and email) on a range of technical subjects generally including: taxation, superannuation, social security, estate planning, financial planning, life and business insurance.
Escalating more complex queries to the Senior Technical Specialist.
Developing and delivering technical presentations to Financial Planners and their support staff.
Providing Technical training (where appropriate) to internal organisation stakeholders.
Reviewing written marketing material for technical sign off.
Undertaking a program of ongoing training and development to ensure an ongoing knowledge of the market and industry across the general areas of required expertise.
Providing back up support to the broader team including the Senior Technical Specialists.
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Key Skills
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 2 - 5 years experience in the industry coupled with tertiary qualification in Law/Commerce/Business Studies. Completion of DFP 1-4. |
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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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