Superannuation & Retirement Coach
Core
Deliver coaching-led conversations and general superannuation advice to support members' goal discovery and pathway guidance.
Role type
Superannuation & Retirement Coach
Builds
Member engagement and coaching experiences across campus, office, and virtual channels
Domain
Superannuation / Retirement Planning
Deliverable
client delivery
Required skills
Coaching conversations, general superannuation knowledge, goal discovery, pathway guidance, referral to personal advice, digital tool promotion
Preferred skills
Defined benefit fund experience, RG146 compliance, Diploma of Financial Planning
Responsibilities
Deliver coaching-led conversations for goal discovery and pathway guidance; Advise on general superannuation and product enquiries; Support member progression by identifying needs for personal advice; Promote online tools and member services; Travel between member, office, and regional locations
Seniority
Individual Contributor