Job Description
Company Description
Full time opportunity
Based in Perth
Hybrid work arrangements
Salary: $72,200 - $80,900 (including super)
Be part of Beyond Bank a bank that is for and with you.
We are one of Australia's largest, 100% member owned mutual banks with a credit union heritage. With over 300,000 members and over 50 branches across five states & territories, we are working hard to be the best relationship bank for customers and communities in Australia. When you join Beyond Bank, you will work for a B Corp and be part of a friendly, inclusive, and supportive environment where you can continue progressing, no matter what stage of your career.
Our values of Customer Obsessed, Empowering Communities, Right things, right way, Shared Ambition, and Championing Sustainability are integral to all that we do and are the standards to which we hold ourselves.
Job Description
The Role
Reporting to the Insurance Sales and Service Manager, you will provide a broad range of insurance services to customers through inbound and outbound telephone contact. Utilise your customer service and sales skills to deliver an exceptional customer experience. Assistance with administrative functions will also be an element of the role on an as needs basis.
Your key responsibilities will include, but are not limited to:
Quoting and selling a broad range of insurance products
Assisting customers to make informed decisions by explaining the features and benefits of the various products
Processing a wide variety of service requests on existing business
Responding to general enquiries
Liaising with insurance providers as required
Qualifications
About You
Excellent customer service skills
A strong commitment to business growth and team success through a positive sales attitude and a focus on personal performance standards
Ownership for your own learning and consolidation of training provided
A willingness and the ability to work with some independence
Flexibility to work variable shift hours
Proficient with the use of the MS Office Suite
A working knowledge of CRM and CBS is desirable but not essentia
Additional Information
See yourself in our team
As a Beyond Bank Insurance Consultant, you will become an insurance expert and will be the first point of contact for new and existing Insurance customers. Your role will be to promote our insurance products, focus on converting sales enquiries and servicing existing customer through exceptional customer experiences. You will join a fun, supportive and collaborative team environment, with a strong focus on exceeding our customer insurance needs.
Why work for Beyond Bank?
We welcome candidates that reflect the diversity of the communities in which we operate. We actively encourage Aboriginal and Torres Strait Islander peoples, people living with disability, LGBTQIA+ as well as culturally diverse community members to apply for our roles.
Beyond Bank is committed to creating an accessible recruitment process and employment experience. If you identify as a person living with disability and require adjustments to our online application, recruitment, selection and/or assessment process, or modifications for accessibility to our locations, please contact us at [email protected]
And there’s even more benefits:
Additional 3 paid work-life balance days
Paid community volunteer days to support many community charities across Australia
Access to employee discounts, health and wellbeing initiatives, employee and family assistance, plus more
A flexible, and diverse working environment
Career development opportunities, training and coaching
By joining Beyond Bank, you will have the opportunity to work alongside talented professionals who will support and encourage you to achieve your full potential. If you are passionate about people and want to make a difference, we would love to hear from you.
What does our recruitment process look like?
The process can include a phone screen, video interview, virtual or face-to-face interview, psychometric testing, and all relevant background checking. Some positions may require undergoing 4 weeks of mandatory full training.
Apply Now!
To find out more about Beyond Bank visit beyondbank.com.au or for more information contact [email protected]
Applications close 13/02/2026
As a certified B Corp we are using our business as a force for good.
By applying for this opportunity you are providing consent for Beyond Bank Australia to conduct all pre-employment screening checks (APRA, ASIC, Bankruptcy, National Criminal History Check, VEVO, Adverse Media Check and Reference Checks) at the expense of Beyond Bank Australia.
Full time opportunity
Based in Perth
Hybrid work arrangements
Salary: $72,200 - $80,900 (including super)
Be part of Beyond Bank a bank that is for and with you.
We are one of Australia's largest, 100% member owned mutual banks with a credit union heritage. With over 300,000 members and over 50 branches across five states & territories, we are working hard to be the best relationship bank for customers and communities in Australia. When you join Beyond Bank, you will work for a B Corp and be part of a friendly, inclusive, and supportive environment where you can continue progressing, no matter what stage of your career.
Our values of Customer Obsessed, Empowering Communities, Right things, right way, Shared Ambition, and Championing Sustainability are integral to all that we do and are the standards to which we hold ourselves.
Job Description
The Role
Reporting to the Insurance Sales and Service Manager, you will provide a broad range of insurance services to customers through inbound and outbound telephone contact. Utilise your customer service and sales skills to deliver an exceptional customer experience. Assistance with administrative functions will also be an element of the role on an as needs basis.
Your key responsibilities will include, but are not limited to:
Quoting and selling a broad range of insurance products
Assisting customers to make informed decisions by explaining the features and benefits of the various products
Processing a wide variety of service requests on existing business
Responding to general enquiries
Liaising with insurance providers as required
Qualifications
About You
Excellent customer service skills
A strong commitment to business growth and team success through a positive sales attitude and a focus on personal performance standards
Ownership for your own learning and consolidation of training provided
A willingness and the ability to work with some independence
Flexibility to work variable shift hours
Proficient with the use of the MS Office Suite
A working knowledge of CRM and CBS is desirable but not essentia
Additional Information
See yourself in our team
As a Beyond Bank Insurance Consultant, you will become an insurance expert and will be the first point of contact for new and existing Insurance customers. Your role will be to promote our insurance products, focus on converting sales enquiries and servicing existing customer through exceptional customer experiences. You will join a fun, supportive and collaborative team environment, with a strong focus on exceeding our customer insurance needs.
Why work for Beyond Bank?
We welcome candidates that reflect the diversity of the communities in which we operate. We actively encourage Aboriginal and Torres Strait Islander peoples, people living with disability, LGBTQIA+ as well as culturally diverse community members to apply for our roles.
Beyond Bank is committed to creating an accessible recruitment process and employment experience. If you identify as a person living with disability and require adjustments to our online application, recruitment, selection and/or assessment process, or modifications for accessibility to our locations, please contact us at [email protected]
And there’s even more benefits:
Additional 3 paid work-life balance days
Paid community volunteer days to support many community charities across Australia
Access to employee discounts, health and wellbeing initiatives, employee and family assistance, plus more
A flexible, and diverse working environment
Career development opportunities, training and coaching
By joining Beyond Bank, you will have the opportunity to work alongside talented professionals who will support and encourage you to achieve your full potential. If you are passionate about people and want to make a difference, we would love to hear from you.
What does our recruitment process look like?
The process can include a phone screen, video interview, virtual or face-to-face interview, psychometric testing, and all relevant background checking. Some positions may require undergoing 4 weeks of mandatory full training.
Apply Now!
To find out more about Beyond Bank visit beyondbank.com.au or for more information contact [email protected]
Applications close 13/02/2026
As a certified B Corp we are using our business as a force for good.
By applying for this opportunity you are providing consent for Beyond Bank Australia to conduct all pre-employment screening checks (APRA, ASIC, Bankruptcy, National Criminal History Check, VEVO, Adverse Media Check and Reference Checks) at the expense of Beyond Bank Australia.
💡 Quick Summary
Seeking a career-building opportunity? The Insurance Consultant position is now open for candidates interested in the Bank Jobs sector. This role in Perth offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
