OVERVIEW OF ROLE

Allianz Retire Plus is fast becoming one of Australia's leading Retirement Income solutions providers.  The primary purpose of this role is to provide support to the CDO or equivalent across a range of initiatives from the coordination and triage of CDO priorities, through to ownership of key strategic business, project and sales support initiatives.  The broad and strategic nature of this position means that other projects and tasks will from time to time fall into the responsibility of this role. The individual should be exceptionally goal-oriented with a winning mindset.  You will be highly adaptable and with strong interpersonal skills and infectious energy.  You will have excellent written and communication skills (including MS PowerPoint).  This is a critical role within the Distribution and Marketing team, with opportunity to develop into a 2-ic role.

Role specific

The role responsibilities include a significant focus on supporting the Distribution team to meet its sales targets. 

• Lead generation and qualification: Work with the Distribution and Marketing teams to generate leads though various channels such as marketing campaigns, referrals and networking.  Qualify leads to ensure they meet criteria for conversion.
• Pipeline development: Build and maintain a robust sales pipeline by tracking leads through various stages of the sales process. Ensure pipeline is continuously replenished with new leads.
• Distribution and marketing materials:  Drive ongoing refinement of pitch decks and marketing materials .
• Data analysis and reporting: Analyse sales data to identify trends, opportunities and areas for improvement.  Prepare regular reports on pipeline status, conversion rates and sales forecasts.
• Process optimisation:  Identify bottlenecks and barriers and implement solutions to improve efficiency.  Collaborate with Distribution team to refine sales tactics and strategies.
• Collaboration and communication:  Work closely with Distribution, Marketing, Product, and Customer Operations to ensure alignment and support for distribution and marketing initiatives.
• Techology Utilisation: Utilise Salesforce and sales tools to manage and track pipeline activities.  Ensure data integrity and accuracy within Salesforce.

In addition, the role will support the Chief Distribution and Marketing Officer and teams by ensuring the effective management and execution of strategic initiatives.

• Oversee and co-ordinate the development and implementation of various projects and initiatives within the Distribution and Marketing team.  Have a forward view of major deliverables and work with relevant teams that to ensure that these deliverables are managed in a timely fashion and to a high standard.
• Support the Distribution team with the coordination of Board and Board Committee Papers; liaising with Board members as required.
• Lead and foster a positive culture and working environment.

People

• Lead and coach team members to develop capability, build high performing, collaborative and engaged teams, enabled by robust talent development plans, balanced performance priorities and role descriptions.
• 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.

• Head of Distribution & Marketing
• Senior Management Team
• Management Committees
• Life Co Board and Advisory Board
• Allianz Group Colleagues

• Consultants, service providers and vendors

• Clients, including Platform, Broker & Dealer Groups, Superannuation Funds
• Regulators and Government agencies

• Proven experience in executive administration with exposure to Boards and project management;

• Demonstrated ability to partner and collaborate effectively with senior stakeholders, external partners, and suppliers to establish strong professional relationships and influence outcomes.

• Proven experience in developing and executing business strategies and operational plans aligned to the organisation’s vision and purpose.

• Effective business planning, negotiation skills, the ability to influence and persuade.

• High level judgement and strategic capability
• Strong business acumen, critical thinking, and problem solving skills
• Superior skills in building relationships with both internal and external parties such as clients, consultants and service providers

• Excellent verbal and written communication skills, capable of communicating and presenting with clarity and influence to the SMT, Board and key stakeholders.