Superannuation Consultant

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

Be inspired everyday - let your work make a difference #Superwithimpact

More than one million Australians trust us with their money, and that trust shapes how we work every day. Our members sit at the centre of everything we do, guiding our decisions and the impact we strive to make.

We're looking for people who are purpose-driven and accountable, who value inclusion and collaboration, and who are proactive in managing risk to protect our members' long-term outcomes. In return, you'll be part of an organisation where your work contributes to strong returns, real-world impact, and a culture that reflects the communities our members serve.

The opportunity - ‘Do what you love, and you'll never work a day in your life' #careerswithimpact

Join Our Team as a General Adviser!

Are you passionate about delivering top-notch financial advice and helping members navigate their superannuation journey? We're looking for a dedicated Superannuation Consultant to join our dynamic team!

About the role:

As a Superannuation Consultant, you'll play a pivotal role in providing phone-based general financial product advice to our valued members.

Your mission? To engage with members about their superannuation & retirement needs and identify any personal advice requirements they might have. You'll also take the initiative to make outbound calls to engage with existing members to help with their retirement needs.

Please note this is a 12 month Maximum Term Contract.

About You:

• Experience & Passion: Proven experience in customer service within the financial services or superannuation sector, with a genuine passion for putting customers first.
• Communication Skills: An ability to simplify complex financial jargon into clear, understandable language, coupled with exceptional communication and problem-solving skills.
• Qualification: RG146 qualification is essential, and you're ready to elevate your career in superannuation and financial advice.

Why Join Us?

• Impact: Make a meaningful difference in our members' financial well-being.
• Growth: Take the next step in your career with opportunities for professional development.
• Team Spirit: Be part of a supportive and innovative team committed to excellence.

Benefits that matter and make a difference for our employees

• Leave for those moments that matter, an additional 6 days of leave at the end of year, up to 6 days paid volunteer leave, gender neutral paid parental leave of 20 weeks, Gender Affimation leave, reproductive health and wellbeing leave, Cultural and Ceremonial leave. Access your LSL after 3 years, take AL at half pay, and purchase up to 2 weeks additional leave (just to name a few!).
• Your Professional development matters, up to $5k per year professional development and up to 8 days professional development leave, HESTA scholarships and free access to a range of premium learning tools.
• Your health and wellbeing matters, free annual flu shots and skin checks, incredible social events throughout the year and a comprehensive employee assistance program available 24/7.
• Your financial wellbeing matters, 15% super, financial planning support, end of year payment for all Enterprise Agreement-covered employees, incentivised Employee Referral Program and novated lease options.

We celebrate, value and include people of all backgrounds, genders, identities, cultures and abilities. We welcome and support applications from First Nations people, physically, neuro or culturally diverse, LGBTQI+, and people of any age. We are proud to be WGEA accredited as an Employer of Choice for Gender Equity.
We want all candidates to feel safe, included and provided with the best opportunity to thrive, if you require reasonable adjustments during your application or throughout the recruitment process, please reach out to a member of the Talent team *******@hesta.com.au and we'll call you to discuss.

Please note: Applications via recruitment agencies will not be accepted for this position
#LI-JS1

Passionate and motivated superannuation/advice consultant who thrives on helping everyday people with their financial wellbeing.

Flexible hybrid work environment & 15% superannuation

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