Financial Services Professional

2 days ago


Melbourne, Victoria, Australia Index Universal Life Insurance for Estate, Retirement and Lending Solutions | Capital for Life Full time

Join us at Index Universal Life Insurance for Estate, Retirement and Lending Solutions | Capital for Life, where we offer a unique opportunity for a Financial Services Professional to excel in a dynamic and supportive environment.

Job Overview

This entry-level role involves working closely with clients to understand their financial needs and provide expert advice on life insurance solutions. The ideal candidate will possess strong communication skills, be able to work independently, and have a passion for delivering exceptional customer service.

  • Assess client financial situations to identify potential risks and opportunities
  • Develop and recommend customized life insurance solutions to meet client objectives
  • Maintain accurate records and communicate effectively with clients and internal stakeholders
  • Participate in ongoing training and professional development to stay up-to-date with industry trends and best practices

A Bachelor's degree in Finance, Economics, or related field is required, along with excellent analytical and problem-solving skills.



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