Concierge Consultant

Apply now Job no: 607793
Work type: Permanent Full Time, Permanent Part Time
Location: Various, St Leonards
Categories: Customer Service, Operations, Financial Planning (AMP)

Working for AMP

Working for AMP means being part of a company that values diverse thinking, encourages collaboration and promotes innovation.  It’s an environment that offers challenging and exciting work as well as opportunities for professional growth. We’re flexible enough to allow you to make the most of your life, both professionally and personally.

We are looking for those that have the courage and agility to navigate changing and complex environments so that we can deliver the best solutions for our customers. We value people with integrity, an innate willingness to help others and an eagerness to perform to the best of their abilities. 

We’re transforming our business, and we need people like you to join us on this journey.

About AMP Assist

AMP Assist is our direct to customer channel and compromises a number of functions; personal advice, scoped and ongoing, general advice, sales, retention, outbound campaigns and customer webchat. The role of AMP Assist is to complement our established face to face advice channel and provide customers with an alternate channel of choice. The AMP Assist business has discrete channel accountability for direct and BOLR customers as well as responsibility for the phone based execution of growth and retention activity across all channels. This role will be part of a new and growing capability in AMP Assist, focusing on helping more of AMP’s underservicing and under advised customers, leveraging the technology delivered through transformation.

About the role

The primary purpose of the Concierge Consultant is to receive inbound and make outbound calls to existing clients of the AMP phone-based advice, members of Corporate Super plans and prospective clients for the purpose of engagement, relationship building, education and support of an advice led conversation. The specialist role is to create conversations with clients using appropriate techniques which comply with a factual information model.  Over time we expect to introduce general advice into these conversations. The successful candidate should be able to communicate the features and benefits of advice in an engaging manner which will support the engagement, education and retention of these clients whilst providing insights and feedback to key stakeholders

Capabilities & Experience

  • Understanding of financial planning industry
  • Experience in a practice or financial services contact centre team
  • Ability to work independently as well as with cross-functional teams
  • Exceptional telephone and written communications skills
  • RG146/Diploma Financial Planning (mandatory)
  • Studying towards a FASEA qualifications (highly desirable)

Wellbeing & Benefits

As a company that values wellbeing, we offer a range of great benefits to support you financially, professionally and personally. These include access to a wide range of flexible working options including the ability to purchase extra leave, retail discounts, onsite wellbeing centre including a gym (Sydney Office), Employee Assistance Program, competitive home loan rates, leading superannuation contribution, discounted financial advice and personal insurance.

Inclusion & Diversity

AMP recognises individual differences and welcomes people from a variety of life and work experiences. The diversity of our people is core to our ability to innovate, grow and to fulfil our collective aspiration of helping people to own their tomorrow. A natural curiosity, a respect for differences and a growth mindset are valued at AMP.

Advertised: AUS Eastern Standard Time
Applications close: AUS Eastern Standard Time

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