About the client
Our client is passionate about financial management and helping their customers achieve their financial goals. They provide financial education to help customers better manage their finances and gain better understanding of investments.
We applied our three-phase service delivery model for this recruitment drive.


Sales Consultant
ABOUT THE CLIENT
Our client genuinely cares about their customers and how they invest their retirement money, to ensure they are well prepared for the future. They educate individuals on retirement investment structures and introduce them to carefully selected professional services providers, who provide advice to help maximise savings, minimise tax and ultimately build a better future.
ABOUT THE ROLE
The main duties for this role will include:
ABOUT YOU
The successful candidate will need:
Selection criteria | Screen | Interview | Docs. | Profiling | Refs. |
---|---|---|---|---|---|
Education | |||||
Degree educated Business/Finance/ Law/Economics (pref but not essential) | ✓ | ✓ | ✓ | ||
Experience | |||||
Desirable - timeshare/mortgage broker experience | ✓ | ✓ | ✓ | ||
Must be solutions orientated | ✓ | ✓ | ✓ | ||
Resilient with excellent customer service skills | ✓ | ✓ | ✓ | ||
Must be able to think on their feet | ✓ | ✓ | ✓ | ||
Excellent negotiation skills | ✓ | ✓ | ✓ | ||
Planning and scheduling appointments experience | ✓ | ✓ | ✓ | ||
Ability to work under pressure | ✓ | ✓ | ✓ | ||
Previous stakeholder management experience | ✓ | ✓ | ✓ | ||
Ability to understand & interpret financial information | ✓ | ✓ | ✓ | ||
Ability to do produce demonstrations / presentations | ✓ | ✓ | ✓ | ||
MS Office Intermediate | ✓ | ✓ | ✓ | ||
Other | |||||
Work location – Fremantle | ✓ | ✓ | |||
Prepared to travel and work hours to suit clients | ✓ | ✓ | |||
Verify LinkedIn CV vs CV submitted | ✓ | ✓ | ✓ | ||
Accept expected salary ($190k) | ✓ | ✓ | ✓ | ||
Previous warning of termination? | ✓ | ✓ | ✓ | ||
Will you pass a drug test? | ✓ | ✓ | ✓ | ||
Behaviour | |||||
Dominance - 69% | ✓ | ✓ | |||
Influence - 55% | ✓ | ✓ | |||
Steadiness - 19% | ✓ | ✓ | |||
Compliance - 47% | ✓ | ✓ | |||
Forms signed | |||||
Health / police check | ✓ | ||||
Signed document - tell the truth | ✓ | ||||
Docs verified | |||||
Driver’s licence | ✓ | ✓ | |||
Citizen AU / NZ or PR | ✓ | ✓ | |||
Medical Check | ✓ | ✓ | |||
Probity Check | ✓ | ✓ |
DISC profile - Sales Consultant
Sales Consultant
Shortlisted candidates
Candidate A
Candidate B
Candidate C
Behavioural adaptation by candidates to match the job profile:
Candidate A
Candidate B
Candidate C
Video views
1,025
Applications received
15
Interviewed by 11 Recruitment
3
Shortlisted
2
Interviewed by client
1
Hired
1