Build a rewarding career with a team that backs you.
We’re a financial advice firm in the heart of Surfers Paradise, helping everyday Australians work towards their financial goals and retirement dreams.
We’re looking for an enthusiastic, driven Client Services Officer who loves connecting with people. You’ll be the first point of contact for prospective clients, turning warm enquiries into meaningful conversations and appointments with our Financial Advisers.
Why join us?
Warm, high-intent leads: No cold calling. Speak with people already interested in our services.
Reward for your results: Uncapped commissions and bonuses, with realistic on-target earnings of $120K+.
A team in your corner: Join supportive, passionate people who share knowledge and celebrate success.
Room to grow: Learn from experienced professionals and develop your career as the business grows.
Work with purpose: Help Australians take the first step towards greater financial confidence.
Your role
Connect with prospective clients by phone to understand their circumstances and goals.
Explain our services clearly and book suitable appointments with Financial Advisers.
Build trust through genuine conversations and timely follow-up.
Work towards transparent KPIs with support from your team.
Keep accurate records and next steps in our CRM.
You’ll help clients get started, with all financial advice and product recommendations handled by our Financial Advisers.
What you’ll bring
At least one year of sales experience; financial services experience is welcome but not essential.
Confident phone communication and a natural ability to build rapport.
A positive attitude, robust work ethic and willingness to learn.
Motivation to achieve results while delivering a outstanding client experience.
RG146 qualification is advantageous but not essential.
Ready for your next step?
Bring your ambition, people skills and positive energy to a team where your contribution matters.
Apply now — we’d love to hear from you.
Thank you for your interest. Only shortlisted applicants will be contacted.