Join Our Dynamic Financial Planning Team in Rhodes, NSW

We’re a growing Financial Planning firm looking for talented phone-based sales professionals ready to take their careers to the next level.

If you’re motivated, driven, and eager to make a real impact, we want to hear from you. Let’s connect and discuss how you can be part of our continued success.

About the Role

This role is perfect for confident phone-based associates who love problem solving, speaking with people, and achieving goals.

You will:

Nurture inbound prospects who reach out to us

Book appointments with existing clients

Make important outbound calls to follow up with prospects and clients

Collaborate closely with our Advisers

Learn new systems and processes as you go

Follow up on outstanding documentation

Assist with paperwork processing alongside our supportive team

Receive ongoing training and development

Career progression is directly available for high performers who want to grow.

About You

You are:

Outgoing, confident, and goal-focused

Motivated with strong personal drive

Not afraid to pick up the phone and connect

Skilled at having meaningful conversations with friendly clients

Excellent at time management and prioritisation

Problem solver

A fast learner with fantastic communication skills

Experienced in phone-based roles and sales conversations

Why Join Us?

We work hard but have fun along the way

Very client-focused environment

Ongoing training and internal promotions

Great office perks and dynamic company culture

Next Steps – Apply Today

Ready to take the next big step in your career?

If you’re a confident communicator, skilled at asking the right questions, and seeking a truly rewarding professional journey, we want to meet you.

Don’t miss this chance to make your mark. Contact us today and let’s explore the exciting opportunities ahead together.