This role is for you if you:
* Are driven by delivering guidance primarily focusing on member outcomes rather than commercial drivers.
* Are currently working in a contact centre or general advice team and are looking for an opportunity to improve your advice and engagement skills, including experience in a face-to-face setting.
* Desire work satisfaction by delivering guidance, developing ongoing relationships and providing members with confidence in their retirement.
* Wish to work in a supportive team with a culture based on recognition of effort and celebrating wins.
* Have a good awareness of superannuation legislation
About us
With a proud history spanning 40 years, BUSSQ is an industry super fund for the building, construction & civil Industries that anyone can join. For over 40 years, BUSSQ has been supporting workers in the building, construction, and civil industries. We understand the industry's unique challenges, and everything we do, from developing products to providing services, is focused on delivering solutions tailored to members. Our goal is to help our members build the best retirement outcomes possible. The team at BUSSQ are passionate about what they do and why they are doing it.
Role Overview
BUSSQ is looking for an energetic engagement specialist to join our team. As a Member Guidance Specialist, you will be part of a team that delivers retirement guidance through direct engagement with members through proactive engagement campaigns for high-net-worth members and selected retirement cohort members, supporting members through the advice process and opportunities at the front office. This role also supports the member experience by managing the advice referrals from other areas of the business including seminars and the contact centre. Due to the nature of this role this position is required to be in the fund office 4 days per week.
In this busy and varied role, the primary responsibilities of your role will include, but are not limited to:
* All aspects of member engagement and some limited administrative-based implementation tasks. This could include front office walk-ins, phone, email or advice appointments in the office.
* Assist and communicate professionally with various members, requiring a combination of face-to-face, phone, and email correspondence.
Key Responsibilities:
* Support the delivery of engagement and advice strategies to member cohorts across multi-channels
* To proactively engage with, and guide, members as part of the engagement programme for high-net-worth and retirement cohort members
* Working with a personal advice team through engagement and organisation tasks to manage the advice triage, referral experience and advice follow-ups as required.
* Delivering guidance via general advice along with a high level of customer service at the front office, in a F2F appointment, at a seminar in support, on the phone or on Teams as required.
* Support of retirement seminars to help facilitate increased member engagement and advice opportunities (may involve managing advice calendars, booking appointments, and assisting members)
* Be a leader in the engagement team by providing exceptional personal service and identifying opportunities to contribute to member growth and retention objectives.
To be successful, you will have:
* Previous customer service experience with a strong interest in working with a pre-and post-retiree member base. General Advice experience is highly desired.
* A passion for servicing members and an interest in developing a career in the financial services sector.
* An ability to build and maintain effective relationships both internally and externally.
* A positive and professional attitude
* An ability to work well in team situations, with a genuine commitment to people and culture.
* An understanding of the superannuation industry at a legislative, product and provider level.
* A strong sense of professionalism and a member-centric approach
* The ability to work in a fast-paced and dynamic environment while working to and exceeding outcome targets.
* Highly motivated and organised work discipline, multi-tasking and prioritisation skills.
* Excellent verbal and written communication skills.
* Have proficient computer skills, including the Microsoft Office suite.
* An adaptable approach and fit with the culture of BUSSQ.
Qualifications:
* RG146 Superannuation is highly desirable.
* JP qualification is highly desirable.
Applications should consist of a cover letter (no longer than two pages) and a CV (no longer than four pages). Please include three referees, one of whom must be your current manager. Referees will not be contacted without the consent of the applicant.
Applications close Wednesday, 18 March 2026, at 4 pm.
For further information regarding this role, please email Zuzana Tuchowski at **********@bussq.com.au