Risk Advisor | Life Insurance

THE ROLE

  • Working across an existing book, you will provide advice across all areas of wealth protection for your clients (both individual and business) as well as take ownership of the new business piece.
  • Meet new business generation and client retention targets you will be provided with warm, qualified leads from existing business.
  • Provide a high-quality customer experience to clients by understanding their needs and recommending strategies to meet their goals
  • Assistance with your back-office administration leaving you free to focus on pursuing new business and delivering a high level of service and advice to your clients

THE COMPANY

  • National financial services advisory business offering specialist products across the wealth protection space as part of a wider financial advise network
  • Work as part of a team ho pride themselves on professionalism and providing high levels of customer service to their clients
  • Offer competitive salaries, a generous bonus structure and the on-going support you need to progress your career in this dynamic industry.

ABOUT YOU

  • Previous experience in a similar role with extensive knowledge across life insurance, products
  • Relevant tertiary qualifications or you have completed you DFP
  • Strong consulting, influencing & negotiation skills at all levels across the company
  • You will balance confidence with professionalism to build rapport with your clients
  • Committed attitude focused on productivity, quality service and meeting business goals and outcomes

 

27/07/2020 $0 CBD, Inner West & Eastern Suburbs 1 Banking & Financial Services
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