Superannuation Consultant

H.E.S.T. Australia Ltd; Melbourne; On-site; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Paid parental leave

Volunteer leave

Professional development

Learning tools access

Health programs

Job summary

HESTA Australia Ltd. is seeking a Superannuation Consultant to join our team as a General Adviser on a 12-month maximum term contract in Australia. You will provide phone-based general financial product advice to our members, engaging with them about their superannuation and retirement needs, and identifying any personal advice requirements.

You’ll also make outbound calls to support existing members. To succeed, you’ll have proven customer service experience in financial services or

Qualifications

• Experience in customer service within financial services or superannuation.
• Ability to simplify complex financial jargon for members.
• RG146 qualification is essential for the role.

Responsibilities

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

Skills

Customer service

Communication

Problem-solving

Education

RG146

Job description

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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.

If you're ready to leverage your expertise and passion in a role that values your skills and puts members first, we want to hear from you!

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 Afffirmation 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 [e-mail] and we’ll call you to discuss.

We’ll close applications when we find the right person, so get in quick before you miss this opportunity.

Applications via recruitment agencies will not be accepted for this position
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HESTA Superannuation Fund Number (SFN): 129638949. HESTA Australian Business Number (ABN): 64 971 749 321