Job Description
As a Sales Customer Service Officer, you will play a pivotal role in driving business growth by engaging with prospective clients, providing expert guidance, and converting leads into long-term customers. You will be responsible for delivering outstanding client service while ensuring compliance with financial regulations.
Job Title
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Sales Support
Work Schedule
- Day Shift
Job Qualifications/Requirements
- Strong English communication skills (must-have).
- Proven experience in a sales-driven customer service role, ideally within financial services, superannuation, or SMSFs (1-3 years of relevant experience).
- Strong understanding of financial products (SMSF knowledge is highly desirable but not essential).
- Exceptional sales and negotiation skills, with a proactive and results-driven approach.
- Excellent problem-solving abilities and confidence in handling client objections.
- Ability to work independently while collaborating effectively with internal teams.
- Proficiency in CRM software and financial platforms (e.g., Asana, Google Suite).
- Ability to create and follow company workflows to ensure efficient and consistent task execution.
- Strong attention to detail and ability to follow financial compliance procedures.
- Outstanding time management and organizational skills to manage multiple client engagements efficiently.
Job Responsibilities
- Proactively engage with potential clients and referral partners to understand their financial needs.
- Drive sales through inbound and outbound client interactions, following up on leads and referrals.
- Maintain strong client relationships by providing ongoing support to ensure a high level of satisfaction and retention.
- Clearly communicate the benefits, processes, and compliance requirements of SMSFs and related financial products.
- Work closely with internal teams, including compliance and administration, to facilitate seamless client onboarding.
- Accurately manage and update client records in the CRM system.
- Identify opportunities to upsell additional financial services where appropriate.
- Ensure all client interactions comply with regulatory requirements and company policies.
Good luck and God Bless!