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 the Chief Distribution Officer – Wealth Management, this role supports the national Distribution Team for all aspects of the sales and service activities 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 team 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. 

KEY ACCOUNTABILITIES

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.

• Provide administrative support to other BDM’s and BDA’s as we work toward achieving sales targets, this can include updating Salesforce, booking meetings, expense management and other duties as required to support the team.
• Represent Allianz Retire + at all relevant industry and client forums.
• Work collaboratively with the broader sales team sharing ideas and wins.
• 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.
• Event coordination for client and advisor meetings and events.

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. 

People

• Support our Leaders and other team members as we develop capability, build high performance and high degrees of collaboration across the business
• Maintain resposibility for you’re your personal development plan.
• Seek out diversity in all its forms proactively and to embed inclusive work practices on a daily basis to drive innovation and fresh perspectives for the benefit of our people, our business and for the customers and communities in which we operate.
• Ensure, so far as reasonably practicable, the health and safety of self, colleagues, contractors and visitors by complying with the due care requirements as per WHS legislation and providing information, instruction, training and supervision to the people you lead.

Customer

• Understand customer insights and feedback. Lead delivery on the strategy and plan that puts the best interests of our customers at the heart of everything we do.

Risk & Compliance

• Fulfil individual risk and compliance related obligations, provide clarity on and monitor the team’s adherence to relevant policies and procedures to drive desired behaviours and implement a proactive and risk-aware management culture.

KEY STAKEHOLDERS AND RELATIONSHIPS

Internal

• Chief product and marketing officer, Head of marketing in collaboration as we deliver product services and sales and marketing initiatives to our clients.
• The national distribution team including Key Accounts and other state based teams diriving market feedback and ongoing sales initiatives and campaigns.
• Front office service teams as we collaborate and generate quotes and feedback to be shared with our new and existing clients.
• Our HR partners as we strive to ensure an outstanding work environment at the state level.

External

• Dealer groups, Financial Advisors, Platform providers, Research providers: Regularly engage to develop relationships, maintain quality Dealer/Financial Advsior profiles, manage effective communications and to ensure the delivery of leading customer experiences via consistent, valuable and positive interactions. Take ownership of coordinating the resolution of any issues and complaints that may occur.

REQUIREMENTS

Required skills and experience:

• Strong admninistrative skill, including expense management and presentation skills
• Expousre to event management is desirable
• Strong phone-based communication skills
• Ability to assist in the management of sales activity in collaboration with our BDM team
• 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 team first approach is required
• Strong business acumen, critical thinking, and problem solving skills
• Relevant Bachelor degree is highly desired
• Existing relationships within the broader advice market will be highly regarded. 
• A strong understanding of the retirement income market and the ability to deliver product information simply and concisely to prospective clients

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.