Principal Insurance Adviser | Sydney

1 week ago

Sydney, Australia Insurance Maine Full time

- National Insurance Specialist

- High Volume Team Environment

- Lead & Mentor

Demonstrate your insurance expertise as the Principal Insurance Adviser with this Blue Chip organisation. Drive and lead a team of service focussed professionals delivering great client experience and outcomes.

Get your career in Risk advice in the fast lane. Leverage your technical expertise and commercial acumen with a national team.

The Company

Top tier Insurance Advice provider with a national team of Advisers supporting a large national client base of individuals, affluent and commercial clients.

The business structure allows for extensive team support with tiered Advisers, Advice Assistants, Paraplanners and highly experienced Management.

Great culture and service standards drive this professional firm well set to succeed into the future. The tired structure drives team development and advancement leading to career progression and high retention.

The Role - Principal Insurance Adviser

The primary focus of the role is to provide a high level of service and advice to new and existing clients through personal interaction, client reviews, and education services.

Manage client workflow and complexity whilst fostering an environment of learning and development within your team, comprising a Senior Adviser, Adviser and Advice Assistant (PY).

The core of the book is 'Mums & Dads' clients but also includes affluent and some commercial clients.

As an advocate for the business, engage in the business's advice philosophy and service delivery by pro-actively supporting activities around the brand, marketing and relationship management.

Achieve agreed annual targets with upfront revenue and recurring revenue with respect to on-going advice fees, insurance fees, and client numbers.

The Benefits

The opportunity to apply your professional capabilities in a highly focused "pure" Insurance advice firm with strong existing client relationships, collaborative team and highly experienced management team of Industry professionals.

Benefit from a high level of internal support with dedicated administration support team with all back office functions taken care of by the team.

The Person

Ideal applicants will have 8 years' experience in a client facing Insurance advice role encompassing a broad range of client types and demographics, including business clients and affluent relationships.

You will have demonstrated formal experience leading a team of Advisers, with relevant coaching and development capabilities.

You will have:

- Degree Qualified

- Advanced Diploma of Financial Planning

- Successfully completed FASEA exam

Advanced interpersonal relationship skills, strong analytical skills and eye for detail, client service focus and a genuine desire to help others are a must. High energy levels, new client engagement skills, lateral thinking capabilities and commercial aptitude will be expected.

Remuneration

A competitive market salary will be negotiated with the successful candidate, plus performance based bonus.

Bonus paid on client retention, organic growth, client referrals and new business written, plus standard gateway and balanced scorecard measures, compliance, client satisfaction, team work, personal development.

#J-18808-Ljbffr

  • Principal Insurance Adviser

    3 weeks ago

    Sydney, New South Wales, Australia Insurance Maine Full time

    National Insurance SpecialistHigh Volume Team EnvironmentLead & MentorDemonstrate your insurance expertise as the Principal Insurance Adviser with this Blue Chip organisation. Drive and lead a team of service focussed professionals delivering great client experience and outcomes.Get your career in Risk advice in the fast lane. Leverage your technical...

  • Principal Analyst, Actuarial

    2 weeks ago

    Sydney, Australia Insurance Australia Group Full time

    **READY FOR ANYTHING** At IAG, we live and work by our purpose to make your world a safer place. We are motivated by a unique culture that celebrates honesty, creativity, empathy, equity and collaboration. We call it the IAG way, and it means we all share a ‘ready for anything’ mindset that sets the tone for positive actions and positive outcomes. We...

  • Senior Life Insurance Sales Adviser

    3 weeks ago

    Sydney, New South Wales, Australia Life Insurance Partners Full time

    3 days ago Be among the first 25 applicantsAbout us:Sustainable Life Group is a dynamic and fast-growing general advice licensee that was founded in 2016 with a simple yet ambitious goal; to make life insurance accessible to all Australians, whilst supporting advice practices in navigating the ever-changing landscape of regulation and compliance. Today,...

  • Financial Adviser

    2 weeks ago

    North Sydney, Australia Zurich Insurance Full time

    About usAt Zurich we are proud of our commitment to gender equality. We have a culture that recognises, supports and fosters talented women. We are on a continual journey to ensure a respectful, inclusive workplace and one important element of this is equal representation for women, where everyone feels supported to thrive in their careers. - About the roleA...

  • Principal Insurance Broker, Real Estate

    2 weeks ago

    Sydney, New South Wales, Australia Marsh Full time

    Join to apply for the Principal Insurance Broker, Real Estate role at MarshContinue with Google Continue with Google2 days ago Be among the first 25 applicantsJoin to apply for the Principal Insurance Broker, Real Estate role at MarshGet AI-powered advice on this job and more exclusive features.Continue with Google Continue with GoogleContinue with Google...

  • Policy Adviser – General Insurance Code of Practice Redraft

    1 week ago

    Sydney, New South Wales, Australia Insurance Council of Australia Full time $90,000 - $120,000 per year

    Policy Adviser – General Insurance Code of Practice RedraftHybrid | 12-month contractAre you passionate about shaping policy that impacts millions of Australians? Join the Insurance Council of Australia (ICA) as a Policy Adviser and play a key role in redrafting the General Insurance Code of Practice – a cornerstone of consumer protection and industry...

  • Principal Insurance Broker

    1 week ago

    Sydney, Australia Marsh Full time

    **Principal (Insurance Broker)** Your role as a Principal Broker is to manage a portfolio of high-net-worth clients from our Sydney CBD office. This role will serve as a senior point of contact for day-today communications and strategic account management, focusing on retention, growth and profitability of client accounts. At Marsh Private, we specialise...

  • Insurance Administrator

    7 days ago

    Sydney, Australia Profusion Group Full time

    Must have some financial services experience - Attractive salary package - Sydney CBD location **Company Overview** Specialist provider of life insurance to affinity partners, superannuation trustees and employers in Australia. **Role Overview** You'll be responsible for: - Delivering market-leading administration solutions - Demonstrate exceptional...

  • Insurance Associate

    3 weeks ago

    Sydney, New South Wales, Australia Barry Nilsson Full time

    Join to apply for the Insurance Associate role at Barry Nilsson.Barry Nilsson is an award-winning national law firm with a 60-year history and more than 450 staff. We are known for our insurance & health and family law expertise, and for offering the highest standards of industry knowledge to provide our clients with service they can trust.BN has been listed...

  • Insurance Associate

    3 weeks ago

    Sydney, New South Wales, Australia Barry Nilsson Full time

    Join to apply for the Insurance Associate role at Barry Nilsson.Barry Nilsson is an award-winning national law firm with a 60-year history and more than 450 staff. We are known for our insurance & health and family law expertise, and for offering the highest standards of industry knowledge to provide our clients with service they can trust.BN has been listed...