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Customer Guidance - Financial Consultant

Job Title: Customer Guidance - Financial Consultant
Contract Type: Permanent
Location: Sydney
Job Reference: 3451738
Job Published: 24 days ago

Job Description

You’ll be working among the very best in the wealth management industry. It’s an inspiring environment that encourages development and celebrates success!

Their commitment to development means there are no boundaries to where your talent and skills will take you. Whether you’re passionate for customer service, driven by analytics and insights, a
marketing whiz, or an expert fund administrator, working at this organisation will allow you to thrive and reach your full potential!

Perks and Benefits:
  • Hybrid work weeks
  • Inclusive and supportive team and environment 
  • $73,000 - $75,000 plus Super plus 20% Bonus(performance dependant)! 
  • Darling harbour location
  • Clear career development opportunities
About the role: 
As a Financial Consultant, you will need to understand the multifaceted nature of Superannuation, Pensions and Investments in an ever-changing regulatory and business environment, and be able to take this complex Information and deliver in a way that customers understand.
A Financial Consultant, is responsible for providing general advice to new and existing customers through following up on leads, activation or retention conversations.

Your responsibilities:
  • To provide exceptional customer service by providing superannuation general advice to new and existing customers through both inbound and outbound interactions.
  • Making proactive outbound calls to follow up customers to complete their enquiries of opening an account, consolidating their superannuation and participate in business campaigns.

Your skills and experience:
  • Proven experience in providing exceptional customer service.
  • Experience in or understanding of the finance industry (superannuation an advantage).
  • Sales and/or retention experience (beneficial)

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