Job description

Your new company

Your new role

This is a Customer Service and Sales role where you'll build relationships, understand customer needs, and identify opportunities to offer relevant products and solutions. The role also includes some email and occasional phone communication and offers genuine bonus potential based on performance.

• Provide face-to-face service to customers in a professional office environment
• Build rapport and understand customer needs through meaningful conversations
• Identify and introduce suitable products or services that add value to the customer
• Support customers via email and occasional phone calls as required
• Convert enquiries into outcomes while delivering an excellent customer experience
• Maintain accurate records and adhere to financial services compliance standards
• Collaborate with a supportive, sales‑focused and customer‑centric team

What you'll need to succeed

• Previous experience in customer service, sales, retail banking, or hospitality
• Confident and engaging with a natural ability to build rapport in person
• Comfortable having needs-based sales conversations (no hard selling)
• Strong communication and influencing skills
• Well-presented, motivated, and target-driven
• Keen to build a long-term career within financial services

What you'll get in return

• $65k base + super + achievable bonuses
• Structured onboarding and sales training
• Supportive leadership with a strong coaching culture
• Clear career progression opportunities

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV to

If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion on your career.