Retirement Goals Navigator

1 week ago


Melbourne, Victoria, Australia beBeeCareerCoach Full time $80,000 - $110,000

About the Role

As a seasoned Career Coach, you will be responsible for guiding senior homeowners through their retirement goals by leveraging the equity in their homes.

Key Responsibilities:

  • Engaging with customers in their homes to discuss their inquiries and interest in our solution
  • Presenting detailed information about our solution to educate the customer, ensuring they make informed decisions
  • Building strong relationships with customers to facilitate a seamless transaction experience
  • Navigating complex transactions to deliver exceptional customer satisfaction and loyalty

About You:

  • A background in residential property, mortgages, conveyancing, legal, banking, or life insurance, or experience working in needs-based businesses with 1:1 customer service
  • Ability to work in a consultative role (no sales)
  • A valid driver's license to drive onsite to customers' homes
  • A personable nature with strong values, able to build rapport and empathize with customers' situations

What's in It for You:

  • Flexible work arrangements, including remote work when not on client visits
  • A fuel card for travel to and from locations
  • Ongoing training and development opportunities
  • A supportive team that prioritizes customer satisfaction and employee well-being


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