Job Description Join An Award-Winning Fund Provider Provide High Quality Superannuation, insurance and intra-fund advice Permanent, Full-time Location: Sydney, Melbourne, Brisbane or Perth Hybrid Working Established in 1988, Rest is one of Australia’s largest profit-to-member superannuation funds. We support nearly two million members, with around $86 billion of funds under management and are recognised as a responsible investment leader*. We believe when members understand and engage with their super, they’re more likely to get a better retirement outcome. Everything we do at Rest is underpinned by our values and behaviours, we want to Be Daring, Keep it Simple, Take Action and Have Grit. To put it simply we want our people to thrive and love the work they do. Primary Focus: “Develop deep commercial relationships with key stakeholders (Employers and Industry bodies) to continue to grow Rest and deliver effective workplace strategies to advise, educate and engage members.” Your Purpose: The Intra-fund (Authorised Representative), will be accountable for the provision of high-quality superannuation, insurance and intra-fund advice to Rest members and their families, within the scope of the advice service proposition and regulatory framework and your authorisation as provided to you by MUFG Pty Ltd. The engagement with members may be phone based, via a video-based service or face to face, and will encompass service from the initial member engagement, through the preparation and provision of the advice, and in some cases, assisting with the implementation of the advice. You will be able to create a positive member experience by quickly establishing rapport and personalising the service provided to Rest members. Interaction with Rest members may be via inbound enquiries from Rest members, Rest seminars, or through proactive campaigns in conjunction with other areas of the business. The role will require the individual to participate in regular training to keep up-to-date with legislation, industry changes, new strategies and product changes or enhancements I nteraction with Rest members may be via inbound enquiries from Rest members, Rest seminars, or through proactive campaigns in conjunction with other areas of the business. The role will require the individual to participate in regular training to keep up-to-date with legislation, industry changes, new strategies and product changes or enhancements This role requires understanding of the financial planning process in relation to both the provision of intra-fund advice and the need to expand the advice scope beyond this for triaging purposes. The outcome is the provision of quality, compliant advice in the best interest of Members
