Job Type:
Contract
Location:
Sydney office
Job Category:
Call Centre (Sales)
About Us
We’re a purpose-led financial advice company on a mission to make high-quality, regulated advice accessible to all Australians—regardless of income or assets. We help everyday people make confident decisions around budgeting, super, investing, and insurance with clarity and care.
We’re growing fast—and we need someone who can help us convert more leads into happy clients and ensure their experience is seamless from the moment they say “yes.”
Why Join Us
Purpose-driven work helping Australians make better financial decisions
Competitive salary + sales incentives + team-based rewards
Learn and grow inside a fast-moving, supportive startup environment
Small team, big impact—you’ll see the results of your work every day
Exposure to senior leadership and strategic thinking
Job Description
About the Role
This is a dual-role position: part sales, part operations, all impact. You’ll spend around half your time on the phone with warm leads—helping them understand our service and guiding them toward signing up for advice.
The other half of your time will be spent managing the behind-the-scenes work that ensures every client receives a smooth, high-quality experience: from sending emails and preparing documents to liaising with quality assurance and resolving client queries.
You’ll need to be an exceptional communicator, organised, great with tech, and motivated by both customer outcomes and performance-based rewards.
What You’ll Do
Desired Skills and Experience
About You
Previous sales experience
Confident, warm, and persuasive on the phone—you know how to close without pressure
Exceptionally organised and detail-oriented—you follow through and follow up
Customer focused – you want to do what’s right for the customer first
Adaptable and outcome-focused – you adjust quickly to change and improve processes to drive better results for customers and the business.
Comfortable using tools like Excel, PDFs, CRMs, and productivity apps
Excellent written communication—clear, professional, and personable
Tech-savvy —you pick up systems quickly and aren’t afraid to troubleshoot
Experience in financial services/ advice is a plus
Thrives in a dynamic, fast-paced environment and cares deeply about customer outcomes
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