Annuity and Investment Growth Bond Specialist

About Resolution Life

Resolution Life Australasia is part of the Acenda Group. **** Acenda Group brings together some of Australia and New Zealand’s most trusted life insurance brands. With 176 years of combined heritage and deep expertise across local markets, our Group includes Acenda Life, Resolution Life Australasia and Asteron Life New Zealand.

More than two million customers rely on us for life insurance, wealth protection and retirement solutions that support their confidence at every stage of life.

Everything we do is driven by a clear purpose: to help our customers and their families live, save and retire with confidence.

We’re building an inclusive, dynamic and future focused business. Joining us means stepping into a period of integration and growth, where your work will help shape our future.

If you’re energised by change and motivated by purpose, this is your moment to make an impact.

The Opportunity

The Annuity and Investment Growth Bond Specialist is an operations‑focused role responsible for the end‑to‑end processing of annuity and investment bond applications, reinvestments, and policy servicing. You will ensure all business is executed accurately, on time, and in line with regulatory and internal requirements, supporting both new inflows and retention activity. This role plays a key part in delivering a seamless implementation experience for advisers and clients.

You will work closely with teams across distribution, finance, product, compliance, and tax to resolve queries, progress applications, and maintain strong governance standards. The role also involves monitoring upcoming policy maturities, coordinating funding and settlement, performing control checks, and maintaining accurate system records. Identifying and escalating incidents, breaches, or process issues is an important part of maintaining robust risk controls.

This position suits someone with experience in financial services operations, administration, or processing who brings strong attention to detail, accuracy under volume, and an understanding of risk and compliance frameworks. Confidence working with internal stakeholders and a proactive approach to problem‑solving will help you succeed. Experience with annuities, investment bonds, retirement income products, or advice implementation processes will be highly regarded.

How will you make an impact?

• Manage end-to-end processing of annuity and investment growth bond applications, including new business, rollovers, and reinvestments.
• Ensure all documentation is complete, accurate, and compliant prior to processing and coordinate funding, settlement, and policy issuance.
• Proactively manage maturing pipelines and execute reinvestments in collaboration with distribution teams.
• Liaise across Distribution, Finance, Product, Compliance, and Tax to resolve queries and progress business.
• Perform control checks to ensure adherence to internal policies, regulatory requirements, and product rules.
• Identify, escalate, and document incidents, breaches, or process breakdowns.
• Maintain accurate system records and support reporting, including pipeline tracking and operational metrics.

About you To be successful in this role, you will demonstrate the following:

• Experience in financial services operations, administration, or processing roles.
• Strong attention to detail with ability to manage high transaction volumes accurately.
• Understanding of risk, compliance, and operational control frameworks.
• Strong stakeholder management skills across internal teams.

Highly Regarded

• Experience with annuities, investment bonds, or retirement income products.
• Exposure to financial advice implementation processes.
• RG146 compliance

Why Join Us?

At Resolution Life Australasia, we provide a flexible work environment and access to a range of employee benefits that will support you both personally and professionally including:

• Career pathways, including local and global mobility opportunities
• Leading Learning Platforms and support in professional development
• Health and Wellbeing Programs

Accessibility and Checks Before commencing employment in this role, you will need to provide two references, full working rights and complete police and credit checks through an online provider. As an equal opportunity employer strongly committed to working in a diverse and inclusive workforce you will be provided with any support or accessibility requirements throughout your interview process. Please feel free to contact our Talent Team directly at talent@resolutionlife.com.au.

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