Senior Financial Adviser, Perpetual Wealth Management

2 weeks ago

Melbourne, Victoria, Australia Perpetual Limited Full time

Senior Financial Adviser, Perpetual Wealth Management

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 & interstate as needed.
  • Review existing insurance policies.
  • Service existing client needs, maintaining strong relationships and reviewing their insurance portfolios.
  • Prepare all advice documentation.
  • Oversee insurance applications, underwriting, and follow-up on new business.
About you

We're looking for someone with:

  • Minimum 5 years' experience as a Risk Adviser.
  • Extensive knowledge of personal risk insurance – Life, TPD, Trauma, Income Protection, and Business Expenses.
  • Proficiency with Xplan (including Risk Researcher) and Microsoft Office Suite.
  • Ability to build and maintain strong stakeholder relationships.
  • Strong investigative, analytical, and problem-solving skills.
  • A passion for delivering successful outcomes.
How we work

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

Employee benefits
  • Work from anywhere in Australia for up to one month annually.
  • An annual wellbeing allowance.
  • Access to LinkedIn Learning, study support, and professional development.
  • Partnership with Jawun supporting regional Indigenous organizations for over 10 years.
Diversity and inclusion
  • WGEA Employer of Choice for gender equality since 2018.
  • Robust 7-pillar diversity and inclusion strategy.
  • Employee-led networks promoting awareness and change.
  • Support for over 50 First Nations Communities, encouraging applications from Aboriginal and Torres Strait Islander People.

We are committed to an inclusive workplace where diversity is celebrated, and everyone can thrive.

Note: Perpetual encourages vaccination against COVID-19 for safety. Some roles may require full vaccination, and you will be asked to share your status during the application process if applicable.

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