Account Manager - WA
Core
Retain and grow an employer/member portfolio through client engagement, education programs, and administrative support for a key account allocation.
Role type
Account Manager (Financial Services)
Builds
Employer/member relationships and service delivery for a superannuation fund
Domain
Superannuation / Financial Services
Deliverable
client delivery
Required skills
Account management, B2B relationship development, data analysis, sales strategy, knowledge of industrial relations and superannuation issues, RG146 accreditation
Preferred skills
Diploma of Financial Planning or relevant tertiary qualifications
Technologies
Hostplus CRM
Responsibilities
Execute formalized client engagement strategies, organize and deliver education programs for employers/members, resolve administrative issues, maintain accurate client records in CRM, develop new business opportunities, complete quarterly service operational reporting, input into annual business plans
Seniority
Mid-level (3-5 years experience)
