Salary Packaging Consultant

If you love working with clients to achieve the best outcome, we have an exciting opportunity for you! We are looking for a motivated, professional and astute person to join our team in the role of Salary Packaging Consultant. 

You will be trained to handle inbound enquiries for a wide range of Salary Packaging options, including tax-free salary sacrifice of meal entertainment, credit cards, mortgages and general living expenses.

You will be working with prospective and existing clients on a daily basis to identify their needs, discuss the appropriate products and services available and tailor a solution for them.

We Offer You:

• Extensive training
• Supportive team environment
• Great employee benefits
• Attractive salary + bonus incentives
• Opportunity to salary package
• Ongoing professional development
• Genuine hands-on experience in the financial services sector

This role provides the perfect opportunity to develop a long-term rewarding career in financial services, learning many valuable and transferable skills such as consultancy, sales, financial and insurance products, lending and settlement procedures.

 
Our Company
Southgate is a leading provider of Financial and Salary Packaging Services nationwide. Over the past 37 years, we have helped Non Profit and Charitable Organisations to reward their valued employees, by managing their daily living expenses in a more affordable and tax effective way. This puts more money back in their pockets to reward the hard work they do everyday.

Southgate has built a loyal customer base by striving to uphold our philosophy of bringing greater honesty, reliability and competitiveness to the financial services sector.

A key factor of our success is the training and development that we invest in our staff.

The Role
You will be responsible for responding to inbound Salary Packaging enquiries, providing consultations and quotes to existing and potential customers for a range of living expense fringe benefits, educating customers on Salary Packaging procedures and liaising with internal administration staff on the setup and management of client Salary Packaging arrangements.

In this role you will be expected to develop and maintain strong professional relationships with customers and suppliers. A genuine interest in customer service and sales is essential.

Your core duties will include:

• Responding to inbound customer enquiries (no cold calling)
• Conducting individual client consultations
• Identifying client needs and outlining the available products/services to meet them
• Preparing and following up on quotes/tax analyses for clients
• Liaising on the setup and termination of client salary packages
• Handling enquiries for a range of living expense fringe benefit types (eg. mortgages, credit cards, meal entertainment, etc)
• Explaining to clients and payroll departments the correct procedures for dealing with payroll deductions, GST statements and FBT reports

 
The role is Monday to Friday (full time). 

Training and Development
Extensive training and development will be provided with financial incentives given upon achievement of training milestones.

We actively encourage and support professional development activities to help you build a long and rewarding career with The Southgate Group. The training provided will develop your understanding of Fringe Benefits Tax (FBT) and how it affects clients in the Private Sector, FBT Rebatable and FBT Exempt environments. You will develop an understanding of all fringe benefits available to be salary packaged.

During this role you will be given the opportunity to complete Certificate IV in Financial Services (Finance/Mortgage Broking) or Diploma in Financial Services.  Strong performers will have advancement opportunity to become a Novated Lease Consultant expanding the range of fringe benefits you can consult on and increasing commission opportunities.

As Our Ideal Candidate, You Must Have:

• A tertiary degree in a business-related field (eg. Accounting, Finance, Management, etc)
• Excellent communication skills, verbal and written
• A friendly and professional manner
• Strict attention to detail
• Strong numerical skills
• Strong time management skills
• Ability to work under pressure and prioritise
• Strong interpersonal skills and the ability to build and maintain relationships
• A commitment to providing high quality service to your customers
• A positive attitude and willingness to learn!

Employee Benefits

Working at Southgate, you will have access to our own Employee Benefits Program and more, including: 

• Access to Salary Packaging to save on Income Tax (with Novated Leasing and other lifestyle benefits).
• Electric Vehicles via Novated Lease – Income Tax and FBT Free (including free onsite EV charging).
• Access to amazing discounts on new cars and finance for yourself, family and friends.
• Career progression opportunities with close access to senior managers and mentoring.
• Personal development and training opportunities.
• Breakout areas including Cinema Room, Pool Table, Gaming, BBQ.
• Staff incentives and rewards
• Birthday day off
• Regular staff activities
• Casual Fridays & Friday night drinks
• Free onsite parking

All applications should be directed to the Sales Manager and submitted online via Seek.

Applications will be treated as confidential.

NO RECRUITMENT AGENCIES.