Superannuation Advisor

1 week ago


Sydney, New South Wales, Australia beBeeCareer Full time $55,000 - $85,000

About the Role

We are seeking a skilled professional to provide information and general superannuation advice to clients via various channels.

Key Responsibilities
  • Answer client enquiries promptly, politely and consistently.
  • Conduct general superannuation advice interviews for clients and their partners.
  • Participate in outbound calling and targeted marketing campaigns.
  • Have a clear understanding of the superannuation industry and its products.

Requirements

  • 1 - 3 years' experience in an inbound calling role in the financial services sector.
  • Excellent communication and interpersonal skills.
  • Sound administrative skills and good keyboard and computer skills.
  • The ability to adapt to changing situations and take on different tasks as required.

Why Work with Us?

This is an opportunity to play a key role in supporting clients at a critical stage in their retirement journey. You will be part of a collaborative and supportive team, working in an environment that values professionalism, integrity, and client outcomes.

We strive to deliver exceptional member service and support our clients throughout their retirement journey. If you share our vision and are passionate about delivering outstanding results, we encourage you to apply.



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