Phone-Based Superannuation Advisor (12-Month Contract)

HESTA Super Fund; Melbourne; Hybrid; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Leave benefits and flexible leave

Professional development support

Health and wellbeing benefits

Financial wellbeing support

Job summary

HESTA Super Fund is seeking a General Adviser to provide phone-based general financial product advice to our members, helping them navigate their superannuation journey.

You will engage with members about their retirement needs, translate complex financial information into clear guidance, and identify where personal advice may be needed. This 12-month maximum term contract offers hybrid work and a supportive team environment.

Qualifications

• Proven customer service experience in financial services or superannuation.
• Ability to translate complex financial jargon into clear language.
• RG146 qualification is essential.

Responsibilities

• Provide phone-based general financial product advice to members.
• Engage with members about superannuation and retirement needs; identify personal advice requirements.
• Make outbound calls to assist existing members with retirement needs.

Skills

Customer service

Clear communication

Problem solving

Education

RG146 qualification

Job description

HESTA Super Fund is seeking a General Adviser to provide phone-based general financial product advice to our members, helping them navigate their superannuation journey.

You will engage with members about their retirement needs, translate complex financial information into clear guidance, and identify where personal advice may be needed. This 12-month maximum term contract offers hybrid work and a supportive team environment.