
Personal Insurance Development Specialist
1 week ago
This opportunity enables you to make a significant contribution to the growth and development of our personal insurance division.
You will leverage existing referral networks and marketing initiatives to generate high-quality insurance leads. You will also provide full risk advice to new and existing clients, supported by the insurance team.
A key aspect of this role is business development. Building strong referral relationships is essential for your success. This requires generating new business opportunities from your own networks and relationships with significant support from the broader advice team.
Whilst we have existing insurance clients that require managing, the focus of this role is on new business and building a book of ongoing clients.
Key Responsibilities- Must be RG146 compliant or hold an Advanced Diploma.
- Minimum 3-5 years experience working in a Risk Specialist role within the Financial Planning industry.
- Strong administrative and organisational skills.
- Excellent communication and interpersonal skills.
- Comprehensive knowledge of insurance products and requirements.
- Ability to explain complex insurance concepts and principles in an easy-to-understand manner.
We're proud of our culture – one where our people feel supported, valued, and inspired to excel. Our benefits include:
- A supportive work environment: We celebrate wins, support each other, and show up with pride and purpose.
- A great location: Based in Melbourne, with modern office facilities and end-of-trip amenities.
- Variety of benefits and leave entitlements: Salary continuance insurance, monthly massages, gym subsidies, corporate volunteering opportunities, and various leave options.
- Commitment to professional growth: Access to learning opportunities to support career development and continuous learning.
To apply, please submit a current CV with a cover letter highlighting how your qualifications, skills, and experience align with the role and contribute to our culture.
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