Total 10 financial planner job vacancies in nsw sydney northern sydney central coast

Key Responsibilities:

• Develop, manage, and optimize ETL processes using Azure Data Factory to ensure accurate data integration across global databases.
• Design, build, and maintain Microsoft SQL Server databases, ensuring data is well-organized, accessible, and secure.
• Identify and implement performance optimization strategies for ETL processes and reports to ensure optimal user experience.
• Support data-related development and automation initiatives in Power Automate. Experience in Power Apps is a plus.
• Monitor and troubleshoot data processes to ensure uninterrupted service to global teams, including working occasionally outside regular business hours to support multiple time zones.
• Create and maintain comprehensive documentation for processes, solutions, and best practices. Ensure data governance and compliance principles are maintained.
• Communicate technical information to non-technical stakeholders effectively, tailoring the messaging as needed for diverse audiences.
• Collaborate effectively with cross-functional teams, including data scientists, analysts, and business stakeholders.

We are looking for a Senior Data Scientist to join our innovative team and lead key projects involving machine learning, time series forecasting and LLMs. You will have a solid mathematical foundation and proven experience in developing and deploying production-level code.

Key Responsibilities:

• Lead the design, development, and implementation of data science models, responsible for designing and delivering technically complex Data Science and Artificial Intelligence (AI) initiatives that produce significant business value
• Utilize advanced techniques in machine learning, deep learning, and causal inference to drive business insights and optimize performance.
• Collaborate with cross-functional teams to understand business needs and translate them into actionable data science solutions.
• Develop production-level code using Python, ensuring scalability and integration with cloud platforms such as AWS, GCP, or Azure.
• Use SQL and ETL processes to manipulate and extract data from relational databases.
• Communicate findings and insights effectively to both technical and non-technical stakeholders.
• Provide mentorship to junior team members and contribute to the overall growth of the analytics team.

The Successful candidate:

• Significant, demonstrable experience in data science or analytical roles
• You will have a track record of achievement in data science, analysis, applied statistics or machine learning
• Advanced Technical Skills: Expert-level knowledge of machine learning algorithms, model development, and deployment, with proficiency in at least one programming language (e.g., Python, R) and one database querying language (e.g., SQL). Experience with visualization tools like PowerBI is a plus.
• Business Acumen: Strong ability to align technical solutions with business strategy, and to communicate complex findings to senior stakeholders
• An academic background in statistics, mathematics, computer science, actuarial studies or similar is required
• You will have experience working in a cloud (AWS / GCP / Azure) environment
• You will have demonstrated clear and thorough logical and analytical thinking, as well as problem-solving skills and high attention to detail.
• Project Management: Experience in managing large, complex projects or multiple concurrent projects, including setting timelines, deliverables, and navigating resourcing challenges

Why Join Us:

• Work in a dynamic and innovative team driving real business impact.
• Opportunities for professional growth and development in a leadership role.
• Collaborative culture and cross-functional engagement with various teams and stakeholders.
• Competitive salary and benefits.

What’s in it for you

• An opportunity to make a difference at an early stage, high growth business with the backing of a successful, international market leader. 
• A supportive environment with access to experienced professionals in Australia and the wider international business. 
• Competitive remuneration with the opportunity to grow with the business. 
• Great leave policies to help support work life balance. 

Duties and responsibilities

• Manage the end-to-end recruitment process for a broad range of roles, including volume recruitment of sales agents, customer service and retention agents. 
• Effective collaboration and relationship management with hiring managers and other key stakeholders. 
• Develop and maintain reporting dashboards to track recruitment metrics and performance, and provide relevant insights. 
• Lead process improvement activities to enhance recruitment efficiency and effectiveness.
• Actively contribute to enhancing the Neilson Financial Services brand in the recruitment market. 
• Collaborate with various teams to understand hiring needs, develop effective recruitment strategies, and execute efficiently.
• Work independently to deliver multiple high-volume recruitment projects. 
• Assist in collecting documents from new hires, managing background check documentation, and communicating with candidates. 
• Stay updated with industry trends and best practices in talent acquisition. 
• Provide support for various HR initiatives and projects as needed. 

 We are seeking an experienced and skilled Senior PowerBI Developer to join our dynamic team.

As a key member of our analytics department, you will be responsible for designing, developing, and maintaining comprehensive and visually appealing reports using PowerBI.

The ideal candidate should possess strong SQL and DAX skills and have hands-on experience with Azure services, ensuring seamless integration and optimization of data for effective decision-making. 

Key Responsibilities:

• Report Development
  • Design, develop, and maintain visually compelling and interactive reports using PowerBI.
  • Collaborate with stakeholders to understand reporting requirements and translate them into effective BI solutions
• Data Integration and Modeling:
  • Utilize strong SQL skills to extract, transform, and load (ETL) data from various sources into PowerBI and write complex measures in DAX
  • Design and implement data models that align with business needs, ensuring data accuracy and consistency.
  • Design and execute power automate flows to distribute company MI across the business
• Azure Integration:
  • Leverage Azure services to enhance and optimize BI solutions.
  • Work with Azure Data Factory, Azure SQL Database, and other relevant tools to ensure seamless data integration and processing.
• Performance Optimization:
  • Identify and implement performance optimization strategies for reports and dashboards to ensure optimal user experience.
  • Conduct regular performance tuning and troubleshooting of BI solutions.
• Collaboration and Communication:
  • Collaborate effectively with cross-functional teams, including data engineers, analysts, and business stakeholders.
  • Communicate complex technical concepts to non-technical stakeholders in a clear and concise manner.
• Documentation:
  • Create and maintain comprehensive documentation for BI solutions, including data models, report specifications, and best practices.

The role

As our Sales Training Lead, you will be responsible for leading new hires through the company’s onboarding process, delivering comprehensive product and sales skills training in an environment that empowers our team to succeed. You will also provide continuous coaching and development to Sales Managers, using real time scenarios.

You will play a crucial role in developing and implementing effective sales training programs to enhance the skills and performance of our Sales team.

Additional key responsibilities include:

• Identify and improve sales skills gaps, conducting additional training sessions where needed.
• Working with the Sales Team Managers to deliver sales coaching and upskilling.
• Create innovative training materials, deliver engaging training sessions and evaluate the effectiveness of training initiatives.
• Maintain training materials, keeping records of training activities, attendances and outcomes.
• Partner with Sales Team Managers, leadership and cross-functional teams to ensure training activities are aligned to organisational goals.

The Customer Care and Retention Manager is a key leadership position within Neilson, responsible for managing Customer Service, Claims and Customer Retention activities, delivering an exceptional experience for customers across all touchpoints, following the sale of a life insurance policy. 

This position plays a critical role in maintaining customer satisfaction, resolving escalated issues, and optimizing the efficiency and effectiveness of Customer Care and Retention Operations.

Working closely with the Customer Transformation Lead and Group Head of Retention, the Customer Care and Retention Manager will take a hands-on approach to implementing and evolving existing Customer Care processes, driving an ethos of continuous improvement and delivering excellent outcomes for customers. 

Duties & Responsibility
As the Customer Care and Retention Manager, your primary responsibilities will include:

• Orchestrating optimal customer service performance by fostering a customer-focused, high-energy atmosphere within the team.
• Conducting impactful one-on-one sessions with Customer Care and Retention Agents, offering personalised coaching and development plans to enhance their performance.
• Leading, mentoring, and managing direct reports within the Customer Care function; initially Agents and as the team grows, the role will have Team Managers as direct reports.
• Setting clear performance expectations and goals for Team Managers/Agents, monitoring their progress, and providing regular feedback and coaching.
• Inspiring and engaging the team through effective team meetings, buzz sessions, and incentives to consistently achieve outstanding results.
• Managing the completion and timely updating of weekly and monthly trackers, dashboards, and performance reports, taking full accountability for team results.
• Monitoring and reviewing key service metrics and performance indicators to effectively manage the quality of service.
• Generating regular performance reports, analyzing data to identify trends, areas for improvement, and opportunities to enhance efficiency.
• Overseeing claims handling to ensure that claims are dealt with empathetically, administered accurately, handled efficiently, and documented appropriately.
• Handling customer complaints or complex issues, in accordance with Neilson’s complaints handling procedures, ensuring prompt resolutions.
• Collaborating with sales and marketing teams to gather customer feedback, identify areas of improvement, and implement strategies to enhance customer satisfaction and retention.
• Supporting the maintenance of Customer Service, Claims, and Retention procedure manuals.
• Upholding a positive, supportive, and engaging leadership style when communicating changes, updates, or launching new initiatives.
• Making a substantial contribution to the team's success and the company's overall objectives.
• Embodying the core values of the company: Customer Focused, Results Driven, and Team Spirited.
   

The QA Team Leader is responsible for the day-to-day supervision of a team of QA Agents, whose primary function is to conduct quality assurance assessments on calls (sales, customer service and claims), to manage regulatory and operational risk and assist with the personal development of contact centre staff.

Working closely with the Learning and Development Team, the QA Team Leader will help identify trends and training needs through the analysis of QA results and deliver constructive feedback to sales and customer care management, aimed towards driving a culture of continuous improvement. 

Duties & Responsibility

 As the QA Team Leader, your primary responsibilities will include:

• Leading a team of QA Agents, ensuring calls are assessed consistently, in line with the existing QA framework.
• Driving the team of QA agents to achieve agreed business KPIs at all times.
• Working closely with the Learning and Development Team to identify trends and training needs through analysis of QA results.
• Providing relevant and constructive feedback to the sales, customer service, and claims teams.
• Escalating complaints and breaches to appropriate management when detected, and supporting the Compliance Team with its investigations.
• Providing an opinion on the practical effectiveness of the QA framework to Compliance and Operations, contributing towards process improvement.
• Conducting ad hoc quality assurance assessments, where required.
• Administering NFS’ QA Appeals process, ensuring that QA assessments escalated for appeal are reviewed appropriately and recorded accurately.
• Maintaining excellent and up-to-date knowledge of NFS’ products, systems, and processes, along with a good understanding of operational and regulatory risk.
• Assisting the wider Risk and Compliance Team with the practical embedding of any changes to the QA framework due to regulatory changes.
• Assisting the Risk and Compliance Team with risk management assurance activity in relation to the QA framework through initiatives such as ‘check-the-checker’.
• Producing regular performance reports and management information to facilitate effective oversight of the function.
• Ensuring that the QA Team adheres to all company policies and procedures.
• Participating in the delivery of ad hoc projects set by the business from time to time.
• Hosting collaboration sessions with sales, customer service, and claims management to ensure the QA framework is understood, enforced consistently, and embedded within the company culture.
   

Customer Service and Retention Agents are responsible for providing outstanding customer experience across all customer service, claims and customer retention activities. Through excellent communication skills, Customer Service and Retention Agents handle a wide range of customer queries, predominantly through inbound and outbound calls.

Customer Service and Retention Agents are required to have an excellent attention to detail, and solution focused approach to deliver excellent outcomes for customers. 

Duties & Responsibility
As Customer Service and Retention Agents, your primary responsibilities will include:

• Managing customer enquiries and requests effectively and efficiently, via phone and email.
• Acting as the customer-facing contact point for claims administration and enquiries.
• Receiving and attempting to resolve customer complaints upon first contact, escalating where required.
• Conducting customer service and retention tasks such as updating policy details, handling requests to change cover, dealing with cancellation requests, and attempting to retain customers who have missed payments.
• Effectively empathizing with customers and handling objections and queries confidently to ease any uncertainty or concerns.
• Maintaining accurate customer records and complying with regulatory requirements on all matters.
• Adhering to processes and procedures for all service-related matters and escalating breaches as appropriate.
• Contacting customers to remediate failings identified by Neilson’s quality assurance team or as a result of an incident.
• Attending and contributing within call calibration sessions, designed to develop and share knowledge and best practice.
• Meeting required targets for productivity and quality, contributing positively towards team performance.
• Promoting effective communication within the team and with internal stakeholders.
   

We're seeking a QA Agent to conduct daily call evaluations on current employees in Sales, Customer Services, and Claims. In this role, you'll ensure a high standard of both verbal and written communication and an excellent understanding of Neilson’s products and procedures to provide constructive feedback. You'll use focus, initiative, and forward thinking to encourage agents to deliver their best possible performance at all times.

 As a QA Agent, your primary responsibilities will include:

• Conducting the required amount of call evaluations as per the Quality Assurance Team Leader’s instructions.
• Maintaining an up-to-date understanding of NFS’ QA Framework, including the compliance requirements for sales, customer service, and claims-related calls.
• Ensuring all complaints and breach issues are communicated promptly to management when detected.
• Meeting required targets for productivity and quality, contributing positively towards team performance.
• Maintaining a good understanding of NFS’s systems and processes used to sell and administer its products.
• Promoting effective communication within the QA team and with internal stakeholders such as sales agents, customer service agents, and managers.
• Delivering consistent and accurate feedback to sales agents, contributing to their performance improvement.
• Attending and contributing within call calibration sessions, designed to develop and share best practice.
• Adhering to all company policies as per the employee handbook.
   

We're seeking a standout Sales Manager to lead our Sales Agents team. In this role, you'll cultivate an environment focused on customers, teamwork, and achieving exceptional results. If you're the right fit, you'll be taking our team's performance to new heights and ensuring excellence in everything we do.

Duties & Responsibility

As the Sales Team Manager, your primary responsibilities will include:

• Orchestrating optimal sales performance by fostering a customer-focused, high-energy atmosphere within the team.
• Conducting impactful one-on-one sessions with Sales Agents, offering personalised coaching and development plans to enhance their performance.
• Inspiring and engaging the team through effective team meetings, buzz sessions, and incentives to consistently achieve outstanding results.
• Managing the completion and timely updating of weekly and monthly trackers, dashboards, and performance reports, taking full accountability for team results.
• Staying up to date with insurance products, processes, industry best practices, and competitor activity.
• Upholding a positive, supportive, and engaging leadership style when communicating changes, updates, or launching new initiatives.
• Making a substantial contribution to the team's success and the company's overall objectives.
• Embodying the core values of the company: Customer Focused, Results Driven, and Team Spirited.