Csr (Customer Service Representative) (Parramatta)

**What’s on Offer**:

- **Full-time, Permanent role available**:

- 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
- A friendly, team-based culture

**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**:

- Good 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**
- Valuable verbal and written communication skills.
- Professional phone etiquette.
- Ability to organize and prioritize work.

Come and work in a place that is secure, secure and on the up in the Insurance Industry.

**Job Types**: Full-time, Permanent

Pay: $50,000.00
- $60,000.00 per year

Work Authorisation:

- Australia (required)

Work Location: In person Apply on Kit Job: kitjobau.com/job/3qz93b