Customer Services Consultant

Reference Number:
$55000 to $65000
Work Type:
  • Salary + Bonus offered - Permanent Position
  • Positive fun friendly passionate team members
  • MUST be RG146 or DFP qualified.
Due to increased growth, we are looking for candidates with customer service or financial planning experience to join a very well established leading financial services provider with a national presence.

You will be required to communicate the benefits of financial advice to these clients and provide feedback to key stakeholders with the aim to provide information to retain and build relationships.

This role involves no cold calling.

What's in it for you;
  • Permanent role with competitive salary and bonus. 
  • Entry level role within the financial planning industry to kick start your career.
  • Work in a fun and fast paced environment.
  • Plenty of growth opportunity. 
What you will be doing;
  • Effectively communicating the benefit of financial advice to inbound callers.
  • Build relationships with existing clients for the purpose of retention and recommending financial products. 
  • Be responsible for providing exceptional customer service.
  • Be empathetic towards and be understanding of the customer.
You will have;
  • Have previous customer service or call centre experience 
  • Insurance, banking, financial services and superannuation backgrounds will be highly regarded.
  • The availability to start immediately or short notice period.
Apply online today. Please contact Harry on 0404 854 737 with any questions you may have.

Only applicants with full working rights and relevant qualifications will be considered.
Date Posted:
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Consultant contact details

Consultant name: Harry Cooper

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