James Poka

Managing a team of Personal Advisers and Education Managers to ensure they are delivering HESTA services to our members. Key functions of the role include:

• Built high-performing teams through effective recruitment, onboarding, and talent development initiatives.
• Cultivated partnerships with external stakeholders to maximize business opportunities and extend network reach within the industry sector.
• Successfully managed budgets and allocated resources to maximize productivity and profitability.
• Ensured compliance with industry regulations and legal requirements by implementing comprehensive policies and training programs for staff members.

• Educated clients on financial topics and best practices.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Established strong partnerships with external professionals such as attorneys or accountants, enabling comprehensive client support in all financial matters.
• Mentored junior team members to enhance their understanding of financial planning principles and best practices.

• Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
• Leveraged advanced analytical tools to evaluate potential investments and construct diversified portfolios for clients.
• Collaborated with cross-functional teams to develop tailored solutions addressing clients'' unique financial needs and goals.
• Educated clients on various investment products and tax-saving strategies, empowering informed decisionmaking.

• Conducted thorough risk assessments to provide accurate underwriting recommendations to insurers.
• Prepared applications, documents and data to renew insurance policies.
• Communicated verification and authorization status updates with underwriting department to facilitate decision-making for insurance coverage.
• Processed and recorded new policies and claims.