Finance Consultant/Customer Service

Do you thrive on providing amazing customer experiences and assisting customers achieve their goals

We are looking for an Patient Finance Consultant to work alongside our vibrant and driven team to provide high-quality lending advice to our clients and offer competitive solutions for their needs. 


As an Patient Finance Consultant, you will be responsible for understanding the customers needs & objectives. You will be solution focused and provide exceptional customer experiences for customers looking to obtain finance for their healthcare needs. You will also produce timely and accurate credit submissions  for these clients resulting in high sales conversions. We are looking to appoint people ideally with an interest in developing a long-term career within financial services who want to work their way up the ranks as they develop their skills and expertise.

To be successful, you will:

  • Have min 2 years in customer service, call centre or sales roles. 
  • Enjoy a fast-paced, outcomes-oriented environment
  • Sales focused & self motivated

It is essential that you also demonstrate:

  • A proven ability to manage all customer conversations and expectations professionally and efficiently
  • Strong financial analysis skills and be confident to manage relationships (internal and external), strategy development & managing the lending process
  • Effectiveness in your planning, possess exceptional detail orientation with a proven ability to handle multiple tasks and prioritise these effectively
  • A proven ability to get the job done for clients
  • A highly professional & personable approach

We offer:

  • An exciting time to join our growing team, where you can be a key driver in enacting change and influencing growth. We are committed to long term growth and this will open up opportunities for career development in an organisation that empowers people to innovate and invest for a better future
  • A dynamic team of Finance Consultants, Loan Processors, Business Development Managers to work alongside including an impressive High Net Wealth offering
  • Recognition for your hard work
  • An inspiring, bright office which is both a highly productive workspace for our team and a welcoming space for our clients (when we are not in lockdown!) as well as the flexibility to work from home. 

Cultural fit is a primary focus and it is imperative that you embrace our team values - having genuine curiosity, being energetic, using initiative, having respect for everyone and working together as a team should resonate with you personally, and reflect your approach to work.

16/11/2020 $0 Bayside & South Eastern Suburbs 1 Call Centre & Customer Service
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