Sales Development Specialist

• No. 1 Life Insurer in Australia
• Flexible work options
• Collaborative team culture

Welcome to This Australian Life. 

From the millions of Australians we protect, to those that make it happen every day at TAL, people really are what we’re all about. We want to grow with you. Achieve with you. And support you to do your best work. That's why we're focused on developing leadership, promoting diversity, rewarding excellence, and retaining great talent.

We're always looking for people who want to go further with us. People who do what’s right, aim high, and work smart.  Why not see where we can go?

This role is accountable for servicing a panel of supporting Advisers/Practices as well as identifying new adviser opportunities. The activity required is predominantly phone based and leverages online technology to grow production and develop the Advisers/Practices into consistent supporters of TAL. Face to face meetings are required from time to time. Some interstate travel may be required to attend conferences.

In this role you will: 

Sales Activity

• Manage key adviser relationships through a panel of advisers
• Attend industry and dealership events to represent TAL and identify IFA opportunities.
• Offer high level Product and Service support promoting the TAL Value Proposition and how can we add value and partner with adviser businesses.
• Develop and execute 90 day plan of targeted activity as agreed with the Regional Manager
• Conduct regular ‘Adviser Staff Training’ sessions
• Work on relevant and approved Marketing Campaigns to Advisers/Practices
• Update ARM with all adviser focussed activity and meet required activity targets

Office Level Activity

• Work with Adviser Admin in the handover of new Advisers/Practices
• Record any Adviser expenditure on ARM
• Attend Professional Development Days as required by Regional Manager / Licencee team
• Attend, host and present at TAL Risk Academy events as required
• Complete all post PD Day documentation on ARM
• Ensure all expenses are managed in line with soft dollar requirements and TAL’s expense standards
• Accumulate and register 40 CE Points per TAL Financial Year
• Attend and contribute to all State Team Meetings
• Maintain a conversational level of knowledge on competitors’ products and offerings
• Provide relevant feedback on competitor activities, products and initiatives to the Regional Manager.

• Accumulate and register 40 CE Points per TAL Financial Year
• Detailed knowledge of Insurance Ownership and Superlink structures
• Broad understanding  of the Insurance market and regulators that impact it including ASIC, APRA, FSC and FASEA
• Broad knowledge of all legislation and regulations applicable to the sale of life insurance and financial services products
• Minimum RG146
• Presentation skills desired
• Demonstrable experience in a sales role with strong results with a minimum of  two years’ experience
• Track record of building strong relationships in extremely short timeframes.
• Degree Qualified or working towards a Graduate Diploma or other related Degree would be highly regarded
• Working knowledge of Advice Practices.

You’re always accountable for your actions. You never give up. You strive to find the best outcomes for customers and partners. And you value working together to find the best solutions for problems. 

As part of the recruitment process, there are a number of checks which may be conducted to demonstrate your eligibility for a role at TAL including Criminal History, Bankruptcy, Entitlement to Work, Regulatory and Reference Checks.

At TAL we value diversity in all its forms and are committed to fostering an inclusive and equitable culture for all our people. We encourage Aboriginal and Torres Strait Islander people, individuals from all backgrounds, including those with caring responsibilities, people living with disability, and individuals from the CALD and LGBTQI+ communities to apply. Even if you don’t check every box in the criteria above, we encourage you to apply today or get in touch with us here.

To provide you with the best experience, we can accommodate you at any stage of the recruitment process. Simply inform our Recruitment team at any time.

TAL is recognised by the Workplace Gender Equality Agency as an Employer of Choice.  We are proud to be a member of Diversity Council Australia and the Australian Network on Disability. For information on our reconciliation journey, please read our Innovate Reconciliation Action Plan.

We acknowledge the Traditional Custodians of the Land in which our Head Office is based, the land of the Gadigal people of the Eora Nation, and recognise their deep connections to the land, sea, and culture.
We extend this acknowledgment to the many Traditional Lands that we operate across and pay our respects to Elders past, present, and emerging.

#LI-Hybrid

Everyone at TAL has a responsibility to do the right thing and is accountable for the way they conduct themselves. Our expectations are that you follow the principles set out in our Code of Conduct when you come to work every day. Risk management is everyone’s responsibility.

If you are already a TAL employee please apply via the SmartRecruiters button in Workday and navigate to the Employee Portal. This is important to ensure that your application is recorded accurately.