Personal Budgeting Specialist

7 months ago

Adelaide CBD, Australia MyBudget Full time

MyBudget is Australia’s most trusted personal budgeting service. Since 1999, our award winning service has helped over 130,000 Australians achieve their financial goals.

We are a team of passionate individuals who share a common purpose; to help Australians live a life free from money worries. With our caring and consultative money management approach and commitment to financial responsibility, we take great pride in making a positive difference in people’s lives.

**Be Part of Our Caring and Empathetic Team**

At MyBudget, we are more than just a company; we are a team of compassionate individuals united by a common purpose and a genuine care for our clients and one another.

**Join Us as a Personal Budgeting Specialist**

Our Personal Budgeting Specialists play a critical role in working with our clients to create a plan for their money, enabling them to live a life free from money worries. As one of the initial touch points clients have with the MyBudget service, you will have the opportunity to unearth clients' financial position and understand their financial goals.

You don’t have to be a numbers expert to be successful in this role. We have an extensive training program in place that enables you to become a personal budgeting expert. We teach you everything you need to know You must exhibit a high level of emotional intelligence, have outstanding communication skills and a genuine desire to help others transform their lives. You’ll also need to be comfortable with a consultative sales approach, be able to multitask and operate within a time sensitive environment.

**Why join MyBudget?**

At MyBudget, our employees are never just a number to us. As a medium sized business with small team sizes, our leaders work collaboratively with team members to enhance their day to day working experience, so that they love coming to work each day and are well positioned to provide our clients with an amazing service experience.

**Key Responsibilities and Experiences Of The Role**

Manage World-Class Client Experiences: You will play a crucial role in providing exceptional client experiences, guiding them on their financial journey with care and expertise.

Exceptional Relationship Building and Communication Skills: Your ability to build strong and trusting relationships with clients will be essential in this role and you must be able to listen and understand each client's situation and how we can then help them

Consultative Sales: Your consultative sales approach will ensure that clients receive tailored solutions that best suit their unique needs and aspirations.

Problem-Solving Skills: As a Personal Budgeting Specialist, you will be analytical and understanding of how to solve problems and have a can do attitude

Excellent Organisation and Time Management Skills: You will have experience within a KPI-driven environment, combining efficiency and multitasking to create great performance

In a Personal Budgeting Specialist role you are provided with an attractive base salary and in addition we a competitive incentive plan and a range of non-financial benefits including:
A positive, fun workplace culture

A collaborative approach including employee-led committees in the areas of culture, wellness and diversity, design to continuously improve our culture and the working environment for employees

Regular social events for all as well as opportunity be part of a paid social club

A strong commitment to employee wellness with a $150 annual ‘Get Active’ subsidy, Employee Assistance Program, regular wellness events and education sessions, and fresh fruit daily

Free access to the MyBudget service, plus Family & Friends discounts

Modern offices in an attractive CBD location

As part of the MyBudget family, you will receive comprehensive support to excel in your role. If you are interested in progressing your career, we offer training, coaching, and opportunities for further study to ensure you are fully equipped for success. Your growth and professional development are our priorities as we work together to make a positive impact on countless lives.

**Hours and Employment Conditions**

Please note this role requires shift work including one Saturday a month and there will be two working week days that start at 10:30 am and end at 7:30 pm. We work with you to align with your personal needs and commitment when developing rosters so as to minimise the impact on your personal life.

The starting fixed full-time equivalent salary for this position is $70,000 per annum. We will recognise and reward you as you progress in your training and competency, with the fixed salary increasing up to a maximum of $80,000 over time. In addition, you have the ability to earn uncapped commission based on your performance, from day 1.

**Our Commitment to Diversity and Inclusion**

If you feel you have the relevant skills and experience we would love to hear from you

**Salary**: $70,000.00 - $75,000.00 per year

Schedule:

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