Principal Insurance Adviser | Sydney

4 weeks 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.

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