Job Description

We are excited to be recruiting for a Sales & Retention Consultant to join a leading Australian private health insurance provider, known for delivering personalised health insurance solutions to members, veterans and their families.n
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n With a strong member-first approach, this organisation prides itself on providing exceptional customer service while fostering a supportive and collaborative workplace culture.n
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n As a close-knit organisation, they genuinely value their employees and are committed to investing in training and development. You'll be joining a friendly team where everyone works together towards shared goals and celebrates success.n
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What's in it for you and Key Points!n
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- 12-month contract, with potential for extension. Full-time hours.
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- $71,000 + super + quarterly team bonuses/commission.
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- Surrey Hills location, just a 4-minute walk from the train station, with free off-street parking available.
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- Monday to Thursday, 8:30am–6:00pm and Friday, 8:30am–5:00pm, working rostered 8-hour shifts.
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- Hybrid working arrangement – 3 days in the office and 2 days working from home.
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- Join a small, supportive team of 6 with a genuinely collaborative culture.
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- Quarterly team bonuses/commission based on collective performance, encouraging teamwork.
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About the Role
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n This is a predominantly phone-based role where you'll engage with prospective and existing members, helping them understand their private health insurance options and providing tailored solutions to meet their needs.n
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n The position offers a excellent mix of inbound sales enquiries, outbound follow-ups, customer retention and relationship management. You'll primarily be working with warm leads,



speaking with customers who have already expressed an interest in the organisation's products and services.n
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Responsibilities include:n
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- Handling inbound enquiries via phone and email, alongside outbound calls to customers who have enquired online.
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- Building rapport, recommending suitable products and converting enquiries into new memberships.
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- Participating in occasional outbound campaigns to reconnect with previous customers.
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- Managing cancellation enquiries and identifying opportunities to retain existing members.
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- Identifying cross-selling and upselling opportunities.
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- Working towards sales, retention and customer service targets as part of a collaborative team.
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About You
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n We are looking for someone who genuinely enjoys connecting with customers, has a natural ability to build relationships and is motivated by achieving results.n
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To be successful, you will ideally bring:n
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- Previous sales experience, ideally within a phone-based or contact centre environment.
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- Strong customer service skills and a genuine passion for helping people.
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- Confidence handling customer objections and providing suitable solutions.
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- A proactive attitude and motivation to achieve sales and performance targets.
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- The ability to build rapport quickly and create positive customer experiences.
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- A collaborative approach and willingness to contribute to team success.
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- Previous experience within insurance and private health insurance would be highly regarded but is not essential.
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If you have a strong work ethic, enjoy building relationships and are looking for an opportunity to join a supportive organisation that values teamwork and work-life balance, we would love to hear from you!
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APPLY NOW or contact Georgina at SMAART Recruitment on 0431 293 145 or [email protected] for a confidential discussion.

📌 Sales and Retention Consultant (Melbourne)
🏢 Smaart Recruitment
📍 Melbourne