Job type: Full time
Organisation: State Trustees Limited
Occupation: Customer Service/Call Centre
Reference: VG/TS/1827707E
Footscray location with hybrid working arrangement Be the first point of contact to promote State Trustees products & services Salary circa $70K + super About State Trustees
We are the public trustee of Victoria with a strategic vision to support Victorians in protecting and growing their legacy and financial wellbeing.
With a sense of community, we offer critical financial and legal products and services including Will Writing, Powers of Attorney, Executor Services, Trustee Services and Personal Financial Administration.
As the New Estates Consultant, you will play a key role in creating a unique client experience by engaging in quality conversations with the public.
You will use quality questioning skills to obtain vital and critical information required to administer estates in the best interest of the client.
Duties
Communicate information to callers regarding State Trustees' products and services Seek information from callers & other parties about the deceased's personal, financial and legal affairs Identify & action opportunities to promote products and services Conduct follow-up, research and analyse results to assess acceptance of estate work Create, update and maintain client data Provide information on other State Trustees products to align with marketing campaigns Maintain accurate records of inquiries, follow-ups, and conversions into our CRM system Collaborate with Team Leader and other departments inclusive of marketing and other estate management teams to develop strategies for attracting potential clients Skills & Experience
Ability to build rapport with potential clients to understand their requirements and guide them through the decision-making process Ability to convert phone leads and inquiries into State Trustees clients Utilise effective sales techniques to convert inquiries into contracts and potential future revenue Provide exceptional customer service throughout the client journey to ensure satisfaction and referrals Ability to read, interpret, apply and explain relevant legislation, policies and procedures Professional communication skills, with the ability to deal sensitively with distressed or emotionally sensitive callers Sound analytical skills and computer literacy including competent use of Microsoft Office Knowledge of deceased estate administration and Wills will be highly regarded Proven experience in sales or client conversion, preferably within a similar sector though not essential Employee Benefits
Our people's wellbeing is important, and we are proud to offer the following benefits:
One-off work-from-home set up payment Flexible working conditions Employee assistance program Reward and recognition program Free Will preparation Most importantly, you will be part of an organisation that works collaboratively to improve the lives of Victorians.
Our Culture
For our clients, our people and the Victorian community, we demonstrate Care, Unity, Passion – we are here, we work together and we bring our best.
How to Apply
Click the Apply button to commence the application process.
In your application, please include a cover letter and resume.
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