Retention Specialist | Life Insurance and Investments | Wealth Management

Location: Parramatta & Western Suburbs
Job Type: Permanent
Reference: MH2018RT
Rubicor Professional have a new and exciting opportunity for a driven and motivated individual to join a growing Retention Specialist Team for a Global Wealth Management company.

As a Retention Specialist, you will work as part of a fast and dynamic team, who are responsible for the Retention of Life Insurance, Super and Investment clients. Your key purpose is to provide expertise for business growth, retention and profitability by providing exceptional support and advice to Life Insurance Clients. You will be referring business and personal clients to alternative service delivery channels or product offerings by given them accurate advice.

To be successful for this role, you must be RG146 complaint, have knowledge of Investments, Super and Life Insurance products, have previous experience in customer service, have exceptional communication skills, be driven and motivated and enjoy working as part of a team. 

If you are interested in hearing more about this role, please send your CV in word format and I will give you a call back as soon as possible.