Group Super Member Engagement Consultant

All vacancies of AustraliaInsurance & SuperannuationGroup Super Member Engagement Consultant

Connect with members as an engagement consultant, giving you the foundations towards a career in financial planning and relationship management

Summary about this job

Superannuation

Company: Commonwealth Bank - Wealth Management

Location: Sydney

Work type: Full Time

Salary: n\a

Phone: +61-2-3379-2881

Fax: +61-3-3192-2663

E-mail: n\a

Site:

Detail information about job Group Super Member Engagement Consultant. Terms and conditions vacancy

Member Engagement Consultant

 

Do work that matters:

As a Member Engagement Consultant in the Group Super team, you will provide general advice to CBA Group employees to ensure they make informed and responsible decisions regarding their superannuation. You will support our customers regarding their members insurance, investment selection, retention and contribution strategy for the Group Super Fund through outbound customer contact. Please note this is a 12 month fixed term contract position with possibility of extension to permanency.

See yourself in our team

The Customer Guidance team sits within Colonial First State, one of Australia's largest and most reputable investment managers. Customer Guidance is comprised of inbound and outbound phone specialists, who provides service to both direct and advised clients and also manages a small segment of Commonwealth Financial Planning clients. 

We do this by:

•           Actively engage Group Super members through proactive outbound campaigns to support our members

•           Provide general financial advice to members in the areas of insurance, investment selection, retention and contributions

•           Achieve individual and team revenue targets even if not in KPIs

•           Accurately capture information for call logging, record keeping and leader feedback

•           Participate in training and complete all mandatory learning in a timely manner

•           Ensure any complaints are handled and logged appropriately, in accordance with Complaint Handling procedures

•           Support other Guidance teams where necessary

•           Provide exceptional customer service at all times showing understanding and empathy to CFS customers

•           Share best practice and share customer insights

•           Undertake any other tasks assigned by your manager that you have the capability to perform safely and in accordance with all relevant internal Bank policies and external legislative requirements.

Your path looks like:

This role will give you the foundations towards a career in financial planning, distribution or relationship management. Requirement is 18 months in the role. Your leader will work with you on your development plan and assist you in driving your own career goals.

RG146 accreditation must be completed within 3 months of starting in the role

We’re interested in hearing from people who possess:

•           Proven experience in providing excellent customer service

•           Sales and / or retention experience

•           Experience in or understanding of the superannuation industry

•           Strong negotiation skills, in order to influence customer outcomes

•           An accountability and results-driven mindset

•           Enjoy working in a fast-paced environment

•           The ability to work autonomously within delegated authority and procedural guidelines

•           Excellent communication skills

•           Attention to detail

•           Ability to build strong relationships and rapport and a strong customer focus

•           Ability to work between the hours of 8am – 7pm Monday to Friday on a 12 month fixed term contract.

 

At CommBank, we're committed to building a diverse and inclusive workforce reflecting the customers, businesses and communities we serve. As a value's driven organisation, we nurture and support our people; through focussing on skill and talent development, collaboration, flexibility and internal promotion. With service in mind at every touch point, we take accountability for the role we play in securing and enhancing the financial wellbeing of people, businesses and communities. At CommBank you can be you.

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