Risk Adviser, Priority Life

3 weeks ago

Sydney, New South Wales, Australia Buscojobs Full time

More Time Off for What Matters: Enjoy up to 6 weeks of leave.

Flexible Work Environment: Work where we work best – whether in the office or from home.

Competitive salary package

Perpetual Group is an ASX-listed company (ASX: PPT) headquartered in Sydney, Australia, currently consisting of 11 leading brands across three distinct businesses: Asset Management, Wealth Management, and Corporate Trust.

An exciting opportunity to be part of the wide Priority Life business, providing advice and insights to support clients and business services while identifying opportunities and risks. You will be responsible for liaising with clients to ensure all business requirements are met and completed.

About the Role

Join our dynamic team at Priority Life As a Senior Financial Adviser, you will:

  • Develop new business opportunities by maintaining strong relationships with referrers and conducting meetings with prospects.
  • Attend Medical Conferences as required to source new leads.
  • Travel locally and interstate when required.
  • Review existing insurance policies.
  • Service existing client needs, maintain strong relationships, and review if their insurance portfolio remains appropriate.
  • Prepare all advice documentation.
  • Oversee insurance applications, underwriting, and follow-up on new business.

About You

We're looking for someone with:

  • Minimum 2 years' experience as a Risk Adviser.
  • Extensive knowledge of personal risk insurance – Life, TPD, Trauma, Income Protection, and Business Expense cover.
  • Proficiency with Xplan (including Risk Researcher) and Microsoft Office Suite.
  • Ability to build and maintain strong relationships with key stakeholders.
  • Strong investigative, analytical, and problem-solving skills.
  • A passion and pride in delivering successful outcomes.

How we work

Our culture is underpinned by our three organisational behaviours: Stretch, Own it, Make an impact, which guide our interactions, decision-making, and problem-solving.

Employee benefits include:

  • Work from anywhere in Australia for up to one month each year.
  • An annual wellbeing allowance.
  • Support for professional development and study.

Diversity and inclusion

We are committed to diversity and inclusion through a robust 7-pillar strategy, supporting First Nations Communities, and fostering an inclusive environment where everyone can thrive. We encourage applications from Aboriginal and Torres Strait Islander People.

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