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Strategic Risk Insurance Specialist
2 weeks ago
We are seeking a skilled Risk Insurance Advisor to join our Investment Services team.
">- Meet with clients and respond to queries to understand and support their insurance needs.
- Deliver tailored, strategic insurance advice aligned to each client's personal and financial goals.
- Coordinate the end-to-end implementation process in partnership with our skilled paraplanning and administration teams.
- Proactively review and update insurance strategies to ensure ongoing suitability.
- Review and contribute to advice documents prepared by paraplanners and administrative team members.
- Maintain strong relationships with clients, internal teams, and external providers.
- Follow structured workflows and keep accurate client records.
- Identify cross-referral opportunities across the Investment Services team.
- Take part in training and development to strengthen technical and client service skills.
To be successful in this role, you will need:
- A current Authorised Representative Status.
- Tertiary qualification in Commerce, Finance or a related field.
- Diploma of Financial Services (Financial Planning) and RG146 compliance.
- Meet FASEA, TASA and other relevant legislative requirements.
- Strong relationship-building skills and ability to engage a broad range of stakeholders.
- Pragmatic thinker with a genuine focus on creating smart client solutions.
This is an excellent opportunity to develop your career as a Risk Insurance Advisor. You will have the chance to work with a dynamic team and gain valuable experience in the financial services industry.
Key SkillsThe key skills required for this role include:
- Insurance knowledge.
- Client relationship management.
- Communication and interpersonal skills.
- Organisational and time management skills.
