Financial Services Representative

6 days ago


Hobart, Tasmania, Australia Insignia Financial Full time

Insignia Financial is seeking a highly motivated and enthusiastic Financial Services Representative to join our team as Client Solutions Specialists.

As a Financial Services Representative, you will be responsible for providing exceptional service to clients and financial advisors through phone, email, and web-based chat.

You will handle inbound calls and emails from clients and financial advisors, offering valuable information and support on superannuation, insurance, investments, and pensions.

About Our Team

We're a dynamic team of professionals who are passionate about delivering exceptional service to our clients and financial advisors.

  • We're committed to creating a positive and inclusive work environment that fosters collaboration and growth.
  • We offer a comprehensive training program to ensure our employees have the skills and knowledge needed to succeed in their roles.
Key Responsibilities

You will be responsible for:

  • Providing exceptional service to clients and financial advisors through phone, email, and web-based chat.
  • Handling inbound calls and emails from clients and financial advisors.
  • Maintaining accurate and up-to-date records of client interactions.


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