Colonial First State Benefits Overview

Manage and grow a defined panel of financial advisers and licensees across Queensland by delivering proactive account management, strategic consultative support, training, and end-to-end platform transitions to increase platform usage, funds under management, and revenue.

Lead end-to-end lifecycle and CRM marketing for assigned portfolios to drive growth, engagement, retention and member outcomes. Develop data-led strategy, personalise campaigns, optimise performance, ensure compliance and embed governance across cross-functional delivery.

Provide empathetic, high-quality inbound customer service for members, advisers, and employers on superannuation, investments and pensions. Use knowledge resources, simplify complex information, escalate issues, meet KPIs, accept coaching, and progressively upskill through four contact-centre tiers.