18 Sep
|
MyBudget
|
Perth
Use Your Sales Skills to Help People Change Their Financial Future
At MyBudget, we believe everyone deserves to live a life free from money worries. Since 1999, our award-winning service has supported more than 130,000 Australians to take control of their finances and achieve their goals. What sets us apart is our people — a passionate, purpose driven team committed to making a genuine difference. If you’re looking for a role where your work truly matters, this is it.
The Opportunity
This is a consultative sales role for someone who can combine empathy with confidence.
As a Personal Budgeting Specialist, you will speak with people about their current financial situation, understand what they want to change and explain how MyBudget may be able to support them.
Money can be difficult to talk about. Some clients may feel stressed, overwhelmed or embarrassed. You will create trust, ask thoughtful questions and guide each conversation towards a clear next step.
You will also work towards individual and team targets, so you need to care about people while enjoying accountability for results.
You do not need a financial services background. We provide comprehensive training on our service, systems and approach. Experience in consultative sales, customer service or another client focused role will give you a strong foundation.
What You Will Be Doing
- Lead structured conversations with prospective clients
- Understand each person’s financial situation, priorities and goals
- Explain the MyBudget service clearly and answer questions confidently
- Help clients understand their options and decide on the right next step
- Build trust while keeping conversations focused and productive
- Work towards explicit sales targets and performance measures
- Manage multiple priorities and respond to changing client needs
- Maintain accurate information and complete required follow up
What We Are Looking For You may currently work in sales, customer service, banking, insurance, recruitment, retail or another role where you help people make important decisions.
You will be well suited to this opportunity if you:
- Communicate clearly and listen carefully
- Can discuss personal or sensitive subjects with empathy
- Ask good questions and confidently guide conversations
- Enjoy working towards targets and being recognised for results
- Stay organised and composed in a busy environment
- Respond positively to feedback and coaching
- Are motivated to learn and build a long term career
Working Hours and Salary This is a full time role working across a varied roster designed around our clients’ availability.
Your shifts will start between 8:30 am and 1:00 pm and finish between 6:00 pm and 8:30 pm. Only two shifts each week will finish at 8:30 pm, giving you a later start on those days.
You will also work one Saturday each month from 8:30 am to 3:30 pm.
It is essential that you can commit to this roster before applying.
Starting salary:
$75,800 plus super and performance incentives
Salary progression: Up to $86,460 as you develop
Commission: Uncapped from day one
Why Join MyBudget?
You will join a team that takes both client care and performance seriously. Our leaders are accessible, supportive and invested in helping you improve. You can expect clear standards, regular coaching and opportunities to build your capability and career.
We live by our values: We Care. We Make a Difference. We Are Financially Responsible.
Our Benefits
We support our people in every aspect of their wellbeing through our MyBenefits Program:
Financial & Lifestyle
- Exclusive retail discounts across hundreds of brands
- Free access to the MyBudget service
- Novated leasing options
- Family & friends referral incentives
- Uniform allowance
Health & Wellbeing
- Wellness subsidy (Be Well)
- Discounted private health insurance
- Employee Assistance Program (Unmind) 24/7 platform and counsellor access
- Annual flu vaccinations (vouchers and onsite)
Connection & Recognition
- Social Club events
- Purchased leave options
- Recognition and reward programs
Ready to Apply? Apply with your resume and confirm that you can commit to the roster outlined above. We will also ask you to share a brief example of how you have built trust and guided a customer towards a decision.
Our Commitment to Inclusion
We’re proud to be an inclusive workplace that values diversity in all its forms. We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, culturally diverse communities, and the LGBTQIA+ community.
📌 Sales Consultant | Personal Budgeting Specialist (Perth)
🏢 MyBudget
📍 Perth