Superannuation Specialist
Superannuation Specialist
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Job Description
- Position Type: Permanent
- Location: Australia wide
Empower Members to Take Control of Their Financial Future
We have three teams linking together to help our members with guided General advice Intrafund Personal advice and also Comprehensive Personal advice. We collaborate closely sharing best practices and improving member experiences enabling members to make better-informed decisions. We help them understand complex Superannuation strategies and our fee for service Financial Planners provide comprehensive financial strategies and personal aim is to provide the most appropriate service to our members to help them succeed on their financial journey.
About the role
We are seeking Superannuation Specialists who are self-motivated team orientated and have a customer-centric way of doing business. As a primary point of contact for customers you will identify their needs and book appropriate appointments including guided general advice CSC financial Advice Education Seminars or one on one consults.
The purpose of the role is to engage and educate customers through guided general financial advice via phone or online platforms such as MS Teams. This will enable our customers to better understand their superannuation needs build confidence in CSCs schemes to ensure they are retirement ready. During each session you will communicate financial concepts in simple and easy to understand language and assist customers with using CSCs online capabilities retirement projection tools and other calculators and explaining how they may benefit from them.
Your participation in continuous improvement initiatives will be used to enhance the way we communicate and provide key information to our customers to ensure their best financial interests are able to be met.
We are open to candidates across Australia with a suitable home office. You must be able to travel to Canberra twice per year when required and be open to assisting at seminars in your region (maximum 1 per month). Travel expenses paid for both.
What were looking for
- Current and up to date RG146 (Superannuation) qualification with relevant hours
- 1-3 years experience in face to face customer service or contact centre in a superannuation/financial services environment
- Self-motivated and passionate about providing a great customer experience
- Ability to communicate accurately and tailor a message to a broad range of individuals
- Achieve team and individual SLAs to deliver timely service to customers
- Demonstrated ability to solve problems and interpret data in different situations
- Excellent interpersonal and relationship building skills with a results orientated approach to work
- Ability to use multiple systems and technologies at once
Why join CSC
- Work comfortably from home (remote) while staying connected to a supportive engaging team
- Thrive in a supportive people-first team culture led by managers who truly invest in your growth
- Help guide our customers on their journey to a secure and confident retirement
What youll get in return
A career where you belong
At CSC were committed to more than super were committed to people. That means creating a workplace that values diversity promotes equity and fosters inclusion across everything we do.
Our gender equality strategy is more than a promise its a plan. Were actively increasing representation in our workforce removing barriers to career progression and creating pathways for all employees to grow and succeed.
We welcome candidates of all genders cultural backgrounds ages sexualities and abilities. We offer flexible work inclusive policies and development opportunities designed to support you at every stage of your career.
Were proud to be an equal opportunity employer and proud of the progress were making. Join a workplace where you can thrive grow and belong.
Learn more about CSC and our benefits:
to apply
To apply for this opportunity please submit your application via the Apply link in this advertisement including a cover letter explaining why you are a strong fit for the role.
To ensure all applications are considered in the review process we request you to please apply through the advertised links only.
Required Experience:
IC
Employment Type
Full-Time
