Sydney, New South Wales, Australia · On-site
Retention Team Lead – Life Insurance Sydney | Full-Time Onsite Mon-Fri Start date: Monday 27th July 2026 At Neilson Financial Services, we help Aussie and Kiwi families protect what matters most. Since launching in the U…
Skills: Team Leadership, Coaching, Performance Management, Quality Assurance, KPI Management
Sydney, New South Wales, Australia · On-site
Customer Service Agent – Life Insurance Sydney | $70,000 + Super | Full-Time Onsite Mon-Fri Start date: Monday 27th July 2026 At Neilson Financial Services, we help Aussie and Kiwi families protect what matters most. Sin…
Skills: Customer Service, Call Centre Operations, Claims Administration, Complaint Resolution, Verbal Communication
Sydney, New South Wales, Australia · On-site
$78k–$91k/yr
Location: Sydney CBD (Barangaroo) Employment type: Full-time, permanent Base Salary: $65,000 + Super On-Target Earnings: $78,000 – $91,000 in your first year (with Super on top) Start date: Monday 27th July 2026 At Neils…
Skills: Customer Retention, Communication, Empathy, Emotional Intelligence, Problem Solving
Toronto, Ontario, Canada · On-site
$36k–$60k/yr
At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. Neilson is a leading provider of innovative, simple and great-value direct life ins…
Skills: Sales, Communication Skills, Customer Service, Lead Management, Relationship Building
Calgary, Alberta, Canada · On-site
$36k–$60k/yr
At Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. Neilson is a leading provider of innovative, simple and great-value direct life ins…
Skills: Sales, Communication Skills, Customer Service, Lead Management, Relationship Building
Sydney, New South Wales, Australia · On-site
Sales Agent – 13 July Start | Build your career with us! Location: Sydney CBD (Barangaroo) Base Salary: $65,000 + monthly bonuses ($1.2k-2.2k avg) + Super Start date: Monday 13 July 2026 Start your journey alongside 18 n…
Skills: Sales, Communication, Customer Service, Phone Sales, Needs Analysis
Windsor, England, United Kingdom · Hybrid
This is an exciting opportunity to join a rapidly growing organisation and play a key role in shaping a modern, scalable Finance function. The Purchase Ledger Manager will take end‑to‑end ownership of the Group Accounts …
Skills: Accounts Payable Management, Purchase Ledger, ERP Systems, Financial Controls, Team Leadership
Windsor, England, United Kingdom · Hybrid
Retention Agent Location: Windsor Base Salary: Competitive base salary plus commission Start date: 29th of June 2026 Neilson: Protecting families. Building futures. Together. Founded in 2012, we’ve grown into an award-wi…
Skills: Inbound Calls, Outbound Calls, Verbal Communication, Record-keeping, Problem Solving
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Lead and develop a team of retention agents through structured coaching and performance management to improve policy persistency. Own team KPIs including in-force rates and cancellation reductions while conducting QA reviews to maintain quality standards.
Requires demonstrated experience leading frontline teams in a contact centre environment with a strong track record of coaching. Candidates must be results-focused and comfortable operating within a KPI-driven, regulated environment.
Sydney | Full-Time Onsite Mon-Fri
At Neilson Financial Services, we help Aussie and Kiwi families protect what matters most. Since launching in the UK in 2012, we've grown into an award-winning international life insurance provider with offices across four countries, and our Sydney team is one of the most energetic parts of that story.
We're looking for someone who genuinely cares about the people on the other end of the line. If you find satisfaction in solving problems, staying calm under pressure, and leaving customers better off than when they called, this role is worth a look.We are looking for a driven Retention Team Lead to join the ANZ team. This is a frontline leadership role focused on coaching and developing a team of retention agents, owning team-level performance across in-force rates, cancellations and dishonours, and delivering measurable improvements in policy persistency.
Leading and developing a team of retention agents through structured coaching and performance management
Owning team KPIs including in-force rates, cancellation rates and dishonour reduction
Conducting regular QA reviews and calibration sessions to maintain quality standards
Identifying trends behind customer cancellations and escalating insights to the Head of Retention
Driving operational discipline and embedding consistent performance standards across the team
Supporting continuous improvements to processes and the end-to-end customer journey
Demonstrated ability to lead and develop frontline teams in a contact centre environment
Strong coaching skills with a track record of improving agent performance
Results-focused with a clear ownership mindset
Commercially aware and comfortable operating in a KPI-driven, regulated environment
High standards for quality, accountability and customer outcomes
Accessibility For Job Applicants
We strive to make our job application process accessible to all individuals, including those with disabilities. If you require accommodation at any stage of the application, interview, or selection process, please contact our Human Resources department. Our team will work with you to provide suitable accommodations to ensure your participation.
Equal Opportunity Employer
Neilson Financial Services is an equal opportunity employer. We welcome and encourage applications from candidates of all backgrounds and abilities. Our commitment to diversity and inclusion is fundamental to our company culture.
At Neilson, we help families put financial protection in place for their loved ones with a range of life insurance options. We’ve evolved from our origins in the UK to become an international operation with offices in the USA, Canada, Ireland, the UK and Australia, with our head office based in Berkshire, England. We currently have customer call centers in Berkshire, Kent, Hull and Toronto. We even have an in-house digital marketing agency, Thinkbait, based in Dublin, Ireland. Having multiple locations worldwide enables Neilson to attract the absolute best people allowing us to achieve our aim of being a leading global provider of life insurance. We are continuing to grow our team at Neilson and we’re keen to speak to you if you are customer focused, team spirited and motivated to succeed. Now that we’re established in the Canadian life insurance market, we look forward to building on our success in Canada and beyond.
Offices: 2 Windsor Drive, Arthur Road, Windsor, Berkshire SL4 1RS, GB · 130 King St W, Toronto, Ontario M5X 2A2, CA · Earlsfort Terrace, 15 - 18, Dublin, Leinster D02 HR23, IE · Hickson Rd, Sydney, New South Wales 2000, AU · 850 2 St SW, Calgary, Alberta T2P 0R8, CA
At Neilson, we help families put financial protection in place for their loved ones with a range of life insurance options. We’ve evolved from our origins in the UK to become an international operation with offices in the USA, Canada, Ireland, the UK and Australia, with our head office based in Berkshire, England. We currently have customer call centers in Berkshire, Kent, Hull and Toronto. We even have an in-house digital marketing agency, Thinkbait, based in Dublin, Ireland. Having multiple locations worldwide enables Neilson to attract the absolute best people allowing us to achieve our aim of being a leading global provider of life insurance. We are continuing to grow our team at Neilson and we’re keen to speak to you if you are customer focused, team spirited and motivated to succeed. Now that we’re established in the Canadian life insurance market, we look forward to building on our success in Canada and beyond.
Offices: 2 Windsor Drive, Arthur Road, Windsor, Berkshire SL4 1RS, GB · 130 King St W, Toronto, Ontario M5X 2A2, CA · Earlsfort Terrace, 15 - 18, Dublin, Leinster D02 HR23, IE · Hickson Rd, Sydney, New South Wales 2000, AU · 850 2 St SW, Calgary, Alberta T2P 0R8, CA
