At a Glance
- Tasks: Connect with clients and guide them through investment and insurance products.
- Company: A stable and growing company in the Insurance Industry.
- Benefits: Flexible work hours, monthly RDOs, and full training provided.
- Other info: Enjoy ongoing support and long-term career potential.
- Why this job: Join a diverse team and make a real difference in clients' financial journeys.
- Qualifications: Good communication skills and basic knowledge of financial products.
The predicted salary is between 28350 - 34650 $ per year.
We're currently seeking a Customer Service Representative who are keen for a change of pace and a new challenge.
We value diversity and inclusion as our baseline employment strategy and encourage applications from women and men from diverse backgrounds.
You will have a full day (flexible start times) and the opportunity to work extra hours when required.
What's on Offer
- Monday to Friday
- Monthly RDOs & Flexible work arrangements to support work-life balance
- Ongoing, stable work with long-term potential
- Full training and support provided
Key Responsibilities
- Connect with potential clients through calls, referrals, or leads.
- Explain our investment and insurance products to clients.
- Understand clients' financial needs and guide them accordingly.
- Help clients with account opening and required documentation.
- Look for opportunities to offer additional products or services.
- Maintain records of client interactions and sales progress.
- Work with operations and compliance teams to complete client processes smoothly.
Skills Required
- Good communication and people skills.
- Basic knowledge of financial products like mutual funds and SIPs.
- Ability to manage multiple tasks.
- Basic understanding of CRM or client management systems.
Qualifications
- Good verbal and written communication skills.
- Ability to organize and prioritize work.
- Come and work in a place that is stable, secure and on the up in the Insurance Industry.
Customer Service Representative in Parramatta employer: SDV Consulting Pty Ltd
SDV Consulting Pty Ltd offers a supportive work environment with flexible hours and ongoing training, making it an attractive employer for those seeking stability and professional growth. The company values diversity and inclusion, encouraging applications from individuals of varied backgrounds. Employees benefit from a Monday to Friday schedule, monthly RDOs, and opportunities for additional hours, promoting a healthy work-life balance.
