Strategic Insurance Advisor

5 days ago

Newcastle, New South Wales, Australia beBeeRiskInsuranceAdvisor Full time $80,000 - $120,000
Job Opportunity

This position focuses on providing strategic advice and support to clients in protecting their financial future.

The firm combines national scale with a genuine focus on personal service, professional development, and work-life balance.

Key Responsibilities
  • Engage with clients to understand their current situation and insurance needs
  • Provide clear, strategic advice aligned to clients' life and financial goals
  • Oversee the end-to-end insurance process from advice to implementation
  • Regularly review client portfolios to ensure policies remain appropriate
  • Collaborate with internal teams to finalise advice documents and applications
  • Manage ongoing relationships with clients, colleagues, and insurance providers
  • Maintain accurate client records and follow internal compliance workflows
Requirements
  • 4+ years of experience in a similar role
  • Current Authorised Representative status
  • Diploma of Financial Services (Financial Planning) and RG146 compliant
  • Tertiary qualification in Finance, Commerce, or a related field
  • Compliant with FASEA, TASA, and other relevant regulatory standards
  • Strong interpersonal and communication skills
  • Commercially minded with a client-first approach

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