Senior Marketing and Research Analyst (Plan for Life-Australia) recruitment
Position Summary
- Leading research house in Australian financial services and life insurance industries with international perspective and offices in Australia, Asia, Europe and United States.
- The position combines multiple responsibilities including marketing and sales activities, supporting existing data collection processes, reporting and analysis functions and undertaking new research and analysis.
- A proactive customer service focus is required with a desire to understand client needs and recommend possible solutions.
- Advanced analytical skills, numeracy and attention to detail, combined with effective communication skills, both written and verbal are necessary.
- Strong team player but with ability to work independently in this growing business.
Essential Job Functions
A. Support Plan For Life marketing activities for current and new products
- Identify new potential clients. E.g. Industry Funds, Public Sector Super, Corporate Super, Consultants, Analysts, Institutional Wholesale Investment Managers, Retail Managers, Dealer Groups.
- Identify new opportunities with existing clients.
- Undertake market intelligence gathering.
- Instigate contact for new sales opportunities and implement marketing campaigns.
- Respond to sales opportunities and follow PFL sales procedures and guidelines.
- Conduct sales presentations, demonstrations and training sessions. e.g. Simfund Dash
- Build relationships with clients based on highly responsive customer service focus.
- Travel (interstate/international) as required for meetings and presentations.
B. Support Plan For Life data collection processes, reporting and analysis functions.
- Responsibility for producing existing reports and analysis.
- Responsibility for creating new product processes, data collection, reports, and analysis.
- Develop expertise covering Strategic Insight Global reports and Strategic Insight Global activities.
- Regular reporting to senior management and interface with personnel at all levels and across the Asset International business.
C. Undertake new research and analysis
- Help develop Strategic Insight and Plan For Life analytical and reporting solutions.
- Research industry trends and turn that research into client ready content either through articles, reports or webcasts.
- Develop a research program on the Australian funds industry.
Reports to: Manager, Marketing and Product Development (Plan For Life)
Education: Bachelor degree. Masters degree in finance or related discipline preferred.
Experience: Minimum five years working in the financial industry, funds management or life insurance with customer service, marketing and analytical responsibilities.
Required Skills
- Proactive customer service focus – desire to understand client needs and possible solutions.
- Advanced analytical skills, numeracy and attention to detail.
- Effective communication skills, both written and verbal.
- Strong team player but with ability to work independently.
- Excellent MS Office proficiency (Word and Excel).
- Professional conduct at all times.
July 11, 2012
• Tags: Insurance careers in the Australia, Senior Marketing and Research Analyst (Plan for Life-Australia) recruitment • Posted in: Financial