Retirement Advice Consultant

About Cbus Created by workers, for workers, Cbus Super is one of Australia's most successful Superannuation funds. For almost four decades we've proudly represented those who help shape Australia, hard-working individuals who deserve to make the most of their retirement, no matter the industry. As an award-winning fund we've been recognised for the benefits provided to our members and our innovative investment approach. All while staying committed to our member first ethos as a proud Industry Fund. About the role The primary responsibility of the Retirement Advice Consultant is to answer inbound calls, providing general advice to members and referring members with personal advice needs to the appropriate financial advice service. This role will mainly involve talking with members who are in the pre-retirement or retirement phase. The Retirement Advice Consultant must have strong technical knowledge on Superannuation and a very good understanding of financial advice matters. The role requires the highest standards of professional conduct and compliance with regulatory obligations. Key Accountabilities Provide high-quality general advice to members on pre-retirement and retirement planning options. Handle inbound and outbound calls, addressing superannuation and financial advice inquiries. Use effective questioning techniques to understand member needs and help them make informed decisions. Refer members to Retirement Advisers, Superannuation Advisers, or Comprehensive Financial Advisers for personal advice when appropriate. Simplify complex superannuation and financial concepts for members, using clear and jargon-free language. Ensure regulatory and compliance requirements are met. Stay updated on financial planning topics, fund products, and industry trends to enhance service quality. Work collaboratively with team members and stakeholders to achieve positive member outcomes. Meet KPIs and service excellence standards, while upholding company values. Key Selection Criteria: Minimum two years' experience in a superannuation, financial advice or member service role. RG146 qualification (additional financial advice or superannuation studies preferred). Strong superannuation knowledge, including pre-retirement strategies, retirement planning, and Centrelink. Experience with Defined Benefit Schemes is beneficial. Understanding of financial advice regulations and compliance requirements. Strong customer service skills, communication abilities, and problem-solving techniques. Ability to adapt to new systems, work in a fast-paced call environment, and manage multiple priorities. Resilient, reliable, flexible, and enthusiastic with a 'can do' attitude. Available to work between 8:30 AM - 6:00 PM on a rotating roster. Belong at Cbus We value difference, and embrace people with diverse backgrounds, experiences, gender identities, abilities and thinking styles. We believe that, with diversity of perspectives and experiences, you get better teams and outcomes. We're looking for people of all genders, races, nationalities, orientations and of all abilities to join us. We're keen to hear from you If you've read through the requirements of this role and you feel like you haven't fully met the criteria, we would still encourage you to apply. We're aware of accessibility barriers when it comes to applying for a job and we want to help. If you require assistance with your application, please contact our Talent Acquisition Team via careers@cbussuper.com.au Like to know more about working with Cbus? Listen to some of our videos with members of the Cbus team on our website, cbussuper.com.au/careers Applications Close: 8th April 2025 This is a full time position based in Melbourne Agencies, please note: All Cbus vacancies are managed by our internal Talent Acquisition Team. Should external assistance be required we will reach out to our preferred agency partners, Thank you.