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 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.
• You will have strong experience setting goals and coaching teams to deliver against team and personal targets.

We want 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 job and we want to help. If you require assistance with your application, please contact our Talent Acquisition Team via careers@cbussuper.com.au Like to know more about working with Cbus? Listen to some of our videos with members of the Cbus team on our website, cbussuper.com.au/careers

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