Client Engagement Consultant – Outbound

5 days ago

Melbourne, Victoria, Australia Partners Wealth Group Full time $104,000 - $130,878 per year

About PWG

Partners Wealth Group (PWG) is a leading Australian financial services firm offering advice, investments, lending, super, legal and aged care planning. We're recognised by AFR BOSS Best Places to Work and are Great Place to Work certified , with real flexibility, growth and a team-first culture.

The opportunity

Make every call count. Help our clients get more from their advice.

Make every call count. You'll call ~2,000 existing clients (warm), qualify their current situation, update CRM and book meetings with a financial adviser when relevant. No cold calling ; you'll be speaking with people who already know us.

What you'll do


• Work through a defined client list to phone, qualify and follow up, converting interest into booked appointments


• Record accurate notes and update client data in our CRM (Salesforce) in real time


• Ask confident, friendly questions to understand goals, triggers and timing


• Run a structured call cadence (first contact and scheduled follow-ups)


• Collaborate with advisers and support teams to hand over well-qualified opportunities


• Operate within AFSL and advice compliance standards (no personal advice; escalate to advisers)

How success is measured (KPIs)


• Opportunities qualified and appointments set (primary KPIs)


• Data accuracy and completeness in CRM


• Consistent activity and follow-up adherence


• Positive client experience

You'll bring


• Fluent in English – verbal and written


• Phone confidence, active listening and resilience


• Experience in outbound calling/appointment setting (call centre, telesales or SDR-style)


• Excellent accuracy with notes and data entry; comfortable with daily/weekly targets


• Highly regarded: background in financial services, insurance or financial advice

Reports to the National Advice State Manager

Why join PWG


• Award-winning culture, Recognised by AFR BOSS Best Places to Work and Great Place to Work certified; genuine flexibility, growth and a team‑first culture


• Hybrid, work from home or in our Melbourne office


• Clear onboarding, product & compliance training, modern tools


• Real growth opportunities across a diversified financial services group

Apply now


•Apply on SEEK by uploading your resume and a Cover Letter on a time you turned a "maybe" into a booked meeting


• For any queries please contact Nadeine Elbitar on


• Please include "Client Engagement Consultant" in the subject line

Compliance & privacy


• This role operates within PWG's AFSL and advice compliance framework. No personal financial advice is provided on calls; qualified needs are escalated to licensed advisers.


• Personal information is handled in accordance with PWG's Privacy Policy ).

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