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As a Principal Insurance Adviser at Allstate Insurance Agency - Sohil Yusuf, you will be recognized as a National Insurance Specialist in a dynamic and high-volume team environment. Your role will involve leading and mentoring a dedicated team of professionals focused on delivering exceptional client experiences and outcomes.
Key Responsibilities- Provide expert insurance advice to both new and existing clients through personal interactions, comprehensive client reviews, and educational services.
- Oversee client workflows and manage complexities while fostering a culture of learning and development within your team, which includes a Senior Adviser, Adviser, and Advice Assistant.
- Engage actively in the business's advice philosophy and service delivery, supporting marketing and relationship management initiatives.
- Achieve annual targets related to upfront and recurring revenue, ensuring client satisfaction and retention.
Allstate Insurance Agency - Sohil Yusuf is a premier provider of insurance advice, boasting a national team of advisers dedicated to serving a diverse client base, including individuals, affluent families, and commercial entities. The organizational structure is designed to provide extensive support, featuring tiered advisers, advice assistants, paraplanners, and seasoned management.
Benefits of the RoleThis position offers the chance to leverage your professional expertise in a focused insurance advisory firm with strong existing client relationships. You will benefit from a collaborative team environment and a highly experienced management team of industry professionals.
Candidate ProfileThe ideal candidate will possess a minimum of 8 years of experience in a client-facing insurance advisory role, demonstrating a broad understanding of various client demographics, including business and affluent clients. Key qualifications include:
- Degree Qualification
- Advanced Diploma of Financial Planning
- Successful completion of the FASEA exam
Strong interpersonal skills, analytical abilities, and a keen attention to detail are essential. A client service focus, high energy levels, and the ability to engage new clients are also crucial for success in this role.
CompensationA competitive salary package will be offered to the successful candidate, complemented by performance-based bonuses linked to client retention, organic growth, client referrals, and new business acquisition.
