Outbound Team Leader, Advice Services

6 days ago

Melbourne, Australia Cbus Full time

Outbound Team Leader, Advice Services

**About Cbus**

Created 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 recognised for the benefits provided to our members and our innovative investment approach. All while staying committed to our member first ethos as a proud Industry Fund.

**About your role**

As a Team Lead for Outbound Consultants at Cbus, you'll be responsible for the leadership of a team of outbound consultant proactively contacting Cbus members, identifying, and explaining the value of advice and referring members with personal advice needs to the appropriate financial advice service. This role is one of active participation, leadership, supporting others and optimising the delivery of outcomes through coaching and mentoring of the team.

The Team Lead for Outbound Consultant will manage team activity to ensure team and individual targets are met. You will be driving a culture of service excellence that focuses on the Cbus member experience and the provision of quality advice to members.

**What we are looking for**
- This role would suit a customer service professional who has experience leading a team of outbound consultants within a financial planning/ superannuation environment.
- Experience in the delivery of Financial Planning (General or Personal) would be an advantage, however a RG146 qualification is essential.
- You'll have an enthusiasm for the financial advice space with either study and/or work experience attesting to this.
- You will have strong experience setting goals and coaching teams to deliver against team and personal targets.

**We want to hear from you**

Applications Close: 13 December 2024

Agencies, please note: All Cbus vacancies are managed by our internal Talent Acquisition Team. Should external assistance be required we will reach out to our preferred agency partners, Thank you.

Job ID 4299101

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