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Engagement Consultant

Insignia Financial
Melbourne, Australia
Closing date
May 25, 2024

View more

Job Function
Industry Sector
Finance - General
Employment Type
Full Time
  • Max Term Opportunity

The opportunity to join our team

Our Engagement Consultants are here to identify and implement opportunities for our clients and empower them to feel confident in making decisions about their superannuation. This is a phone-based role, but you will have the opportunity to develop various other important skills and enjoy working in a team that offers flexibility, whilst making a real impact on our clients. This position is perfect for a recent or upcoming graduate and offers clear career pathways into financial coaching and other areas.

What you will bring
  • Strong verbal & written communication and interpersonal skills
  • Solid planning and organisation skills
  • Excellent customer service skills
  • Understanding of finance and willingness to learn
  • Ability to work within a frequently changing legislative environment
  • Ability to work autonomously and thrive in a collaborative team environment
  • Strong attention to detail
  • Ability to think outside the square and solve problems
  • Tertiary qualification in Finance, Commerce or Business (desirable)
  • RG146 or working towards this is highly regarded

Make your move. Make your mark.

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we'll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you'll be making a positive impact in people's lives straightaway - and every day. The first point of contact for our clients whenever they need support.

Along the way, you'll be free to learn new skills, grow, and get great things done. Around here, we like to call it "putting our fingerprints on the future".

Showing up for every Australian

We're one of Australia's leading financial wellbeing organisations, helping people feel good about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you - what matters to you, matters to us.

To Apply

Read more here about why you should join our team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

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