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 reasonable knowledge across a broad range of financial planning subject matters, and you have some understanding of the regulatory requirements associated with the provision of financial advice.
• 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

If you've read through the requirements of this role and you feel like you haven't fully met the criteria, we would still encourage you to apply. We're aware of accessibility barriers when it comes to applying for a new role and we want to help. If you require assistance with your application, please contact our friendly Talent Acquisition Team via careers@cbussuper.com.au

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