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
Positive 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.
#J-*****-Ljbffr

📌 Customer Service Representative (Sydney)
🏢 SDV Consulting
📍 Sydney