Founded in 2012 by Gavin Donnelly, Neilson Financial Services is a global life insurance distributor with locally based contact centres across the UK, Canada, and Australia. We're a dedicated distribution business with deep in-house capability across sales, marketing, product development, and support — partnering with trusted insurer and reinsurer partners for underwriting.

Our values are simple: Customer Focused — we earn our customers' loyalty by exceeding their expectations. Results Driven — we are passionate about results through hard work, continuous improvement, and a professional approach. Team Spirited — as individuals we are good, but as a team we are better.

You'll develop every person who walks through the door.

Neilson is one of Australia's fastest-growing life insurance distributors. Since launching locally in late 2024, we've entered six current brands into the Australian and New Zealand funeral and life insurance markets and become the country's third largest direct distributor of life insurance. Globally, we've issued over 650,000 policies across the UK, Canada, and Australia and now Current Zealand.

Every person who joins Neilson ANZ — whether they're selling life insurance, retaining customers, or supporting policyholders — comes through your program first.

The role

This is a leadership role, not a training delivery role. You'll own the full onboarding and development journey for all new starters across the business including, but not limited to, sales and post-sales. From day-one induction through to the point where they're confident, compliant, and performing at the standard their team needs.

You'll be their first leader at Neilson. You'll run the induction, manage their ramp, build the capability frameworks, and work closely with department heads to make sure the people you develop are genuinely ready when they transition into their permanent teams.

You'll also own the ongoing development of our training programs — continuously improving content, identifying gaps,



and making sure our people are equipped to deliver for customers in a regulated environment.

If a cohort performs, that's your program working. If they don't, you'll be the first person diagnosing why and fixing it.

What you'll do

- Own the end-to-end onboarding program for all new starters across sales, post-sales, retention, and customer care

- Act as the direct people leader for new starters during their onboarding period — running 1:1s, setting expectations, managing performance, and providing pastoral care

- Design and continuously improve training content across life insurance product knowledge, sales and service skills, systems, and compliance

- Track cohort performance data — identify what's working, what's not, and iterate fast

- Manage underperformance early and constructively, with coaching plans or formal processes where needed

- Partner with department heads on a clean handover of fully ramped team members, backed by transparent performance data

- Ensure all training and onboarding activity meets regulatory and compliance standards relevant to life insurance distribution

What you'll bring

- Life insurance experience — you understand the products, the customer, and what it takes to succeed in a direct distribution environment

- A track record of leading, coaching, and developing people — particularly new starters or early-career talent in contact centre or phone-based environments

- The confidence to own performance outcomes, have tough conversations, and back yourself when the data says something needs to change

- Comfort with data — you use metrics to make decisions, not just to report

- Experience across multiple functions (sales, service, retention)



is a strong advantage — you'll need to build programs that work for different roles with different success measures

- Familiarity with Australian financial services training standards is a plus, as is a Cert IV in Training and Assessment, but neither is a dealbreaker if you've got the experience

What makes this different

- You're building something, not maintaining it. Neilson Australia is early-stage and growing. Your academy, your frameworks, and your decisions will directly shape how this business scales across every function.

- You'll see your impact in the numbers. Every cohort that ramps successfully is proof your work matters. There's no ambiguity about whether you're making a difference.

- It's the full picture, not just sales. You won't be siloed into one team. You'll develop people across the entire customer lifecycle — from first sale through to long-term retention.

- You'll have a seat at the table. This role works directly with Sales, Post-Sales, and Talent leadership. You'll be in the room when decisions are made about how we grow.

- Global career pathways. Neilson operates across four markets and is expanding into more. Strong performers here have genuine opportunities to grow with the business.

If you are passionate about making a difference, you thrive in a fast paced and entrepreneurial environment and you want to be a part of a high performing team, we would love to hear from you!

Accessibility For Job Applicants

We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation.

Equal Opportunity Employer

Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture.

📌 Learning & Development Manager - Life Insurance (Barangaroo)
🏢 Neilson Financial Services
📍 Barangaroo