Advice Services Consultant - Perth, Australia - cbus

cbus

Verified Company

Perth, Australia

3 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Phone based General Advice role, provide advice service to our members

Be part of a supportive team, flexible & hybrid role, work inoffice and at home
Join a leading Industry Super Fund, where members are at the heart of what we do

About Cbus
Created by workers, for workers, Cbus Super is one of Australia's most successful Superannuation funds.

For almost four decades we've proudly represented those who help shape Australia, hard-working individuals who deserve to make the most of their retirement, no matter the industry.

As an award-winning fund we've been recognised for the benefits provided to our members and our innovative investment approach. All while staying committed to our member first ethos as a proud Industry Fund.

About your role

As an Advice Services Consultant at Cbus, you'll provide support by identifying the advice needs of our members, generating meaningful conversation sharing factual information and providing general financial advice.

In this role, you will receive a range of superannuation and retirement inquiries from our members and your role is to identify their financial advice needs and either provide general advice or a referral to one of our Superannuation Advisers for personal advice.

You will help our members understand their Superannuation and retirement options and play a key role in developing their knowledge and confidence around their retirement position.

This role is a telephone-based role.

You will primarily take inbound calls, but you may also be required to make outbound calls to complete a member enquiry or in support of a targeted campaign to engage with members to discuss their Superannuation and retirement goals.

You will always provide members with a professional and high-quality member experience.

To be considered for this role you'll have:

RG146 qualification is essential, additional financial planning studies an advantage
Roughly, 2 years demonstrated experience in an advice service, superannuation consultant or related role
Understanding of the regulatory requirements associated with the provision of financial advice

Personally, you'll have excellent verbal and written skills and sound interpersonal skills to allow for effective sharing of information teamed with a strong customer service ethic and 'can do' attitude.

Belong at Cbus
We value difference, and embrace people with diverse backgrounds, experiences, gender identities, abilities and thinking styles. We believe that, with diversity of perspectives and experiences, you get better teams and outcomes. We're looking for people of all genders, races, nationalities, orientations and of all abilities to join us.

We're keen to hear from you

Applications Close:
COB 10th March 2023, interviews may commence earlier

This role will have access to a flexible mix of in-office and remote working arrangements. Applicants must have current rights to work in Australia.

Agencies, please note: All Cbus vacancies are managed by our internal Talent Acquisition Team. Should external assistance be required we will reach out to our preferred agency partners, Thank you_