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Risk Insurance Specialist

2 months ago

Sydney, New South Wales, Australia Findex Full time
About the Role

We are seeking a highly skilled Risk Insurance Specialist to join our top-tier specialist Risk Insurance team at Findex. As a Senior Risk Advisor, you will bring your expertise to a diverse portfolio of business and private clients, providing strategic advice with a personalized touch.

Key Responsibilities:

  • Collaborate and communicate with clients to understand their personal and business financial and risk objectives
  • Service, retain, and deliver solutions to meet client needs, developing relationships and prospecting new opportunities through strong business development expertise
  • Achieve annual revenue targets
  • Maintain professional relationships with key internal and external stakeholders
  • Supervise day-to-day client service advisory activities

About the Perks

  • Competitive salary package plus a range of benefits on offer
  • A genuine opportunity for long-term career progression
  • Client services administration support so you can focus on your clients
  • Continuous learning and development initiatives
  • Dynamic, flexible work arrangements allowing you to work from home and the office

What We're Looking For

  • Experienced Risk Insurance Specialist with a solid track record in business development
  • Sound compliance history is mandatory
  • Self-driven, autonomous, and driven to grow your business
  • Strong relationship and stakeholder management skills
  • Strong commercial acumen and analytical skills
  • A collaborative team player

About Findex

Findex is an integrated financial services business offering an extensive range of wealth management, investment, lending, insurance, and accounting services to help individuals and businesses manage and grow their wealth and protect their assets.

We attract, retain, and promote people who share a sense of purpose and belonging. And we have a passion for creating opportunities for growth and sustainability that ripple throughout metropolitan and regional communities.