General Advice Consultant

1 week ago


Melbourne, Victoria, Australia Kaizen Recruitment Full time
Reputable industry super fund

  • Hybrid and flexible work arrangement
  • Permanent role | Melbourne CBD

About the Company
Our client is a highly regarded industry superannuation Fund offering its clients a range of services and products. They have an opportunity for a superannuation member services consultant looking to take the next step in their career.


Reporting to the Education & Advice Team Leader, you will be responsible for the provision of inbound general financial advice, outbound engagement campaigns and member correspondence.


Key Accountabilities

  • Deliver inbound and outbound phonebased general advice to Fund members;
  • Liaise with the members of the Fund between the contact centre and financial advice team;
  • Coordinate proactive member engagement campaigns;
  • Distinguish potential members that may benefit with the Fund's Financial Advice team;
  • Support the daytoday operations of the financial advice team; AND
  • Implement administrative tasks that support the members interaction with the fund.

Technical Skills & Qualifications

  • Established experience in a contact centre role with a superannuation fund;
  • Be RG146 Compliant;
  • Have attained a Diploma of Financial Services (preferable);
  • Be a team player assisting both contact centre and financial advice team;
  • Ability to have strong member focus skills that allow you to build quality relationships with new and existing customers AND
  • Selfmotivated, great communicator and display solid organisational skills.
SCR-fiona-lu

  • Melbourne, Victoria, Australia Cbus Full time

    Advice Services ConsultantAbout CbusCreated 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...


  • Melbourne, Victoria, Australia UniSuper Full time

    About USUniSuper is a place for people who want to make a difference in their work and the world. As one of Australia's leading industry super funds you will join an inclusive team of passionate people focused on creating a great retirement outcome for our members.We are recognised for our performance excellence as we strive to deliver exceptional...


  • Melbourne, Victoria, Australia UniSuper Full time

    About USUniSuper is a place for people who want to make a difference in their work and the world. As one of Australia's leading industry super funds you will join an inclusive team of passionate people focused on creating a great retirement outcome for our members. We are recognised for our performance excellence as we strive to deliver exceptional...


  • Melbourne, Victoria, Australia AMP Full time

    Advice Operations ConsultantIf you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking.For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy...

  • Advice Training

    1 week ago


    Melbourne, Victoria, Australia Cbus Full time

    Advice Training & Development ManagerAbout CbusCreated 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...


  • Melbourne, Victoria, Australia AMP Limited Full time

    If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into something even more...


  • Melbourne, Victoria, Australia AMP Full time

    Job Description If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into...


  • Melbourne, Victoria, Australia AMP Full time

    Job Description If you live in Australia or New Zealand, you've likely heard of AMP. But at a time when society is changing, we are too. We're now a nimbler business with new leadership and thinking. For us, these are exciting times. There's a real potential for big thinkers to help us redefine what financial services could be. And turn our legacy into...


  • Melbourne, Victoria, Australia Industry Fund Services Full time

    New Role - Working closely with the Executive Manager Advice Solutions Play a pivotal role in the practices and growth of our business Collaborative and Hybrid Work EnvironmentWho We AreIndustry Fund Services (IFS) has been partnering with industry super funds since 1994 to help their members achieve a secure retirementOur primary services include: Financial...


  • Melbourne, Victoria, Australia Hostplus Full time

    ApplyJob no: 6HX8KCategory: AdviceHow will you make an impact?Are you passionate about making a positive impact to our members dignified retirement?Support new financial advice opportunities end to end, from generating referral opportunities to being responsible for the advice implementation.The opportunityAre you passionate about helping others achieve...


  • Melbourne, Victoria, Australia UniSuper Full time

    About USAre you looking for a high-performing, award-winning team to join? Look no further than UniSuper. Our focus on creating great retirement outcomes for our members has earned us recognition for our excellence and high performance. Come be a part of our inclusive, passionate team and make a difference with UniSuper. You will be empowered to grow your...


  • Melbourne, Victoria, Australia Monash Health Full time

    Location: Melbourne | Eastern MetropolitanJob type: Part timeOrganisation: Monash HealthSalary: Salary not specifiedOccupation: MedicalReference: 65512About Monash HealthAbout Monash DoctorsThere are more than 1,500 Junior Medical staff positions at Monash Health in over 200 medical specialties, to help grow your career. We offer unparalleled opportunities...


  • Melbourne, Victoria, Australia Forensicare Full time

    Location: MelbourneJob type: Full timeOrganisation: ForensicareSalary: Salary not specifiedOccupation: Health and Allied Health, Medical and Nursing, NursingReference: 15899- Extensive investment in facilities and people supporting our significant service expansion: Salary $97,650 to $115, % Super**:- Community Services is expanding into the regional...


  • Melbourne, Victoria, Australia JPS Medical Full time

    The PositionAn excellent opportunity has come up for a General / Internal Medicine Consultant to join on a Permanent Full Time basis.The LocationLess than 45 mins drive from Melbourne CBD this region has the best of both worlds. You can choose to live on the beach or nearer to the city. Either way you will be living in a location that is consistently voted...


  • Melbourne, Victoria, Australia JPS Medical Full time

    The RoleOur client is seeking an experienced Physician specialising in General Medicine for a fulfilling career opportunity. Join a team at a prominent regional tertiary referral hospital, where you will play a crucial role in both teaching and fostering the professional development of Interns, Hospital Medical Officers (HMOs), and Registrars.As a Consultant...


  • Melbourne, Victoria, Australia JPS Medical Recruitment Full time

    The PositionAn excellent opportunity has come up for a General / Internal Medicine Consultant to join on a Permanent Full Time basis.The LocationLess than 45 mins drive from Melbourne CBD this region has the best of both worlds. You can choose to live on the beach or nearer to the city. Either way you will be living in a location that is consistently voted...


  • Melbourne, Victoria, Australia UniSuper Full time

    About USUniSuper is a place where brilliant thinkers and passionate people come together. As one of Australia's largest super funds, the work you'll do with us makes a meaningful difference today and tomorrow for our members, the planet and for you.We're all here to help deliver greater retirement outcomes for our members. You will help us to achieve this by...


  • Melbourne, Victoria, Australia JPS Medical Full time

    The PositionAn excellent opportunity has come up for a General / Internal Medicine Consultant to join on a Permanent Full Time basis.The HospitalThis is a 165 bed Tertiary Teaching Hospital, located one hours' flight from Melbourne CBD. The hospital is known for its great work culture and supportive environment made up of both Australian and International...


  • Melbourne, Victoria, Australia Victorian Chamber of Commerce and Industry Full time

    Fantastic career opportunity to work for Victoria's peak industry body Lead our Workplace Relations and Wellbeing team to deliver excellent outcomes for members CBD Head office, however flexible and hybrid working options availableAbout usWe are the most influential, independent business body in Victoria with over 65,000 members. Our members choose us...


  • Melbourne, Victoria, Australia Monash Health Full time

    Location: Melbourne | Southern MetropolitanJob type: Part timeOrganisation: Monash HealthSalary: Salary not specifiedOccupation: MedicalReference: 65840About Monash HealthMonash Health is Victoria's largest and most comprehensive health service. For more than 170 years, Monash Health and its predecessors have provided safe, high-quality healthcare for people...