Outbound Consultant, Advice Services

2 weeks ago

Melbourne, Victoria, Australia Cbus Full time

Outbound Consultant, 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 an Outbound Consultant at Cbus, you'll be responsible for 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 is a consultative and informative role conducted in a telephone-based capacity, ensuring a high-quality member experience.

If you enjoy variety in your day, this role is for you. The Outbound Consultant role will see you speak with our members for a range of superannuation advice matters identifying and explaining the value of advice in easy-to-understand terms. Through a quality general advice conversation, you'll be able to determine our members needs and book a personal advice appointment, where appropriate.

**What we are looking for**
- This role would suit a customer service professional who has a warm and confident phone manner, and experience with outbound calls where a product or service was offered.
- Experience in a Financial Planning (General or Personal) setting 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

**Belong at Cbus**

We value difference, and embrace people with diverse backgrounds, experiences, gender identities, abilities and thinking styles. We believe that, with diversity of perspectives and experiences, you get bewtter teams and outcomes. We're looking for people of all genders, races, nationalities, orientations and of all abilities to join us.

**We're keen to hear from you**

Applications Close: 13 December
- Please note the recruitment process will likely run into 2025.

Applicants must have current rights to work in Australia.

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 4299094

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