AddressCreated 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
Are you passionate about providing great outcomes for your customers? In this role you will do just that. If you’re looking to build your career in financial planning, you’ll have the opportunity to work within our Advice Services Team while completing your studies and gaining valuable experience. Please note: all applicants MUST have a minimum qualification of RG146 to be considered for this role, with additional financial advice studies an advantage. We have both full-time and part-time, permanent and contract opportunities available.
In this role, you will receive a range of superannuation and retirement inquiries from our members and your role is to identify their financial advice needs and either provide general advice or a referral to one of our Superannuation Advisers for personal advice. You will help our members understand their Superannuation and retirement options and play a key role in developing their knowledge and confidence around their retirement position.
This role is a telephone-based role. You will primarily take inbound calls, but you may also be required to make outbound calls to complete a member enquiry or in support of a targeted campaign to engage with members to discuss their Superannuation and retirement goals. You will always provide members with a professional and high quality member experience.
To be considered for this role you’ll have:
- RG146 qualification is essential, with additional financial planning studies an advantage;
- Around, 2 years demonstrated experience in an advice service, superannuation consultant or related role;
- Knowledge across broad financial planning subject matter;
- Understanding of the regulatory requirements associated with the provision of financial advice;
- Excellent verbal and written skills and sound interpersonal skills to allow for effective sharing of information;
- A strong customer service ethic and ‘can do’ attitude.
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 better 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 *******@cbussuper.com.au
Like to know more about life at Cbus? Listen to some of our videos with members of the Cbus team on our website: www.cbussuper.com.au/careers
Applications Close: 24th October 2022
We have both Full time and part-time, permanent and contract opportunities available.
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
